Capturing Opportunities & Leads Is As Easy As 1-2-3
One of your field staff notices a customer issue or sales lead on their route.
Your sales rep is having lunch and realizes the restaurant could use your service.
You’re driving home and notice a new store opening up in your neighborhood.
Maximize The Revenue Potential & Efficiency Of Your Field Staff
Using our mobile app, your people can capture leads and opportunities in literally seconds.
Who are your field Staff?
What Intel can they report?
Drivers or CSRs
Partners, customers & family
Sales Leads & Referrals
Up-sell / Cross-sell Opportunities
Service Issues / Deficiencies
Maximize the eyes and ears of your existing team
Do more with less. Drive more sales, improve customer service and team communication throughout your existing assets.
Increase route density and account penetration
Enhance culture and performance for your field staff.
Grow leads without spending a dime on a new salesperson
Make everyone in your organization an extension of your sales team without any extra work. You already pay for your field staff’s arms & legs; why not utilize their eyes & ears too?
Better communication, more accountability, and higher engagement - all tracked in real-time
Get everyone on the same page & don’t let anything go un-serviced. Hold your service team accountable for their responsibilities, while ensuring that your salespeople will follow up on leads at the office. All actions are tracked & updated in real-time.
Simple to use and integrates easily into any process
Get up & running right away! Wingmate doesn’t require a team of consultants or a crash course to get started.
How Wingmate Delivers Everything You Need To Capture Leads & Opportunities
Report Intel on the go in seconds
Ditch pen & paper. Your field staff can easily capture active leads and service intel with our app. It doesn’t get any easier or more streamlined than this.
Picture / Video
Voice To Text No Typing
Real-time tracking, updating, and communicating with your field staff
Allow everyone to share the victory of a new business. Users communicate in real-time from capture to close. Keep your lead-generators updated by allowing them to track the status of all their contributions right in the app.
Reward employees that drive positive business outcomes
Appreciate your employees effortlessly and seamlessly. Trackable bonuses are displayed in the app as deals close. Set targets, review leaderboards, and reward your top performers.
“Wingmate is fantastic. The minute I put in the lead, the sales team gets it instantly and acts on it. I think this is a great way to bring operations and sales together. In the 20 years I’ve been with Purolator, this is the best program we’ve had.”
On-site reporting of any issue or deficiency
It’s not all about new sales leads. Capture, employee referrals, safety issues, deficiencies, customer complaints, cross-sell opportunities all streamlined and housed in their own pipelines.
Track it all in our Simple CRM, or integrate seamlessly with yours
Forget handwritten notes that fall through the cracks. Instead, share & track relevant timely intel, ensuring your priorities are being met.
Are you already committed to a CRM?
That’s okay! Wingmate integrates with over 500 other CRMs, allowing your field staff to get leads directly into your system.
Wingmate Client Success
From Fortune 500s to independent companies, Wingmate provides businesses with millions of dollars in untapped revenue and time savings. Discover how our customers have grown their businesses using Wingmate’s Reporting App.
Made to fit your processes
From sales leads, service issues, safety concerns, and customer feedback, all activity from the field is reported in real-time. Many items can go missed or forgotten when moving from site to site. Having a rich source of intel at the center of your business can drive revenue and engagement while retaining customers.
“Field staff tend to sit at the lower end of the organizational totem pole, meaning their views are often overlooked. But if you take a moment to think about it, some of the best sources of observatory research can come from those at the first point of customer contact”-Harvard Business Review