Send surveys, Google review requests, or welcome letters from anyone in the company
Trigger a reminder text & email to re-engage the prospect.
Automate an email or text follow-up from your rep to get ahead of competitors.
Most automation tools are too complex and require months of setup. Wingmate is built for the service industry — simple enough for your team to actually use, powerful enough to scale.
Our leading platform for Sales and Service Organizations. Your buyer journey (Sales Cycle) and customer journey (Service Cycle) are all under one roof. Customized around your workflows, stages and fields.
Enable your Frontline Teams to capture new revenue opportunities, upsell / cross-sell within accounts, competitive Intel, customer service, and even Installation, validation & dispatch.
Generate documents in seconds: Quotes, Proposals, Service Agreements, & more. Host your custom templates with e-signature, digital signature and best in class mobility. Including your custom pricing tool & approvals - all built-in. EasyDOCs centralizes all your document needs within Wingmate.
Powerful data intelligence to deliver accurate, verified contacts right inside our Pipeline Management Platform (PMP). Emails, phone numbers, and social profiles are just seconds away, ready to sync directly with CRM.
Map data, plot territories, analyze route density, add & pin accounts with a visual cartography of your business. Wingmate allows your team a 360° panoramic view of your opportunites, customers, assets or anything you'd like to map.
An automated & custom engagement engine underneath the hood of your CRM. Wingmate triggers personalized outreach the moment a deal moves or a customer hits a milestone.
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Starling updates deals, sets reminders, drafts documents, and logs activity across Wingmate CRM automatically, no clicks required.
From the world's largest organizations to small independently owned businesses. Wingmate is loved by Sales & Service teams. Backed by Proof.
Join 1,000+ companies redefining their sales and service cycles.
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