AI Powered

Simple CRM Crafted for Sales & Service Teams

Wingmate’s human-centric "CRM" and Pipeline Management is the platform for people-driven companies.

Wingmate does what legacy  "CRM" fails to do.

CRM is broken.

Bloated process, Too many 3rd-party consultants, Overpriced and Under-Utilized Engagement, Endless Learning curves, Hidden costs, Disconnected teams, Lost hours in data entry.

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Wingmate Fixes It.

Bring your Sales and Service pipelines, Opportunities, Conversations, Activities, Customer Service, and Collaboration all together.

Wingmate’s Simple CRM & Pipeline Management Platform just works.

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Built by the service industry. For the service industry

Wingmate is the #1 CRM for service-driven companies.

Discover how a frontline-first CRM boosts sales route density, renewals, and customer service on the go.

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Simple CRM & PMP

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.

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Infield Reporting & Frontline Communication

Enable your Frontline Teams to capture new revenue opportunities, upsell / cross-sell within accounts, competitive Intel, customer service, and even Installation, validation & dispatch.

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EasyDOCs

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.

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Rolodex

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.

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Mapping & Territories

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.

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Marketing Automation

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.

Starling AI

Starling updates deals, sets reminders, drafts documents, and logs activity across Wingmate CRM automatically, no clicks required.

Wingmate's Simple, AI fueled CRM & Pipeline Management

Tailored to your business

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Your Pipelines, Your Way.

Switch between pipelines with a click. Manage the Buyer Journey (Sales Cycle), Agreements in between, and Customer Journey (Service Cycle) all under one roof: Simple but powerful CRM.

In Office, On-the-Go?Doesn't matter.

Wingmate allows you to access and update anything from the palm of your hands. Simple CRM needs to be flexible. Offering you best-in-class mobility.

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Reporting & Analytics that drive impact.

Gain Insights into each team's performance. High-level 50,000 foot views down to granular reporting on the exact time and geo-location of an activity. What gets measured, gets done. In real-time.

Report Intel on the go in Seconds.

Ditch the pen & paper. Capture active leads and intel on the go. No Typing Required. AI enriched.

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Audio / Visual
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Geo-Located Address
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Voice To Text
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Artificial Intelligence

AI scans business cards and storefronts to fill fields for you.

It doesn’t get any easier or more streamlined than this.

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Generate any Document for Signature.

Generating quotes, service agreements, contracts, etc. has never been easier.  Ditch the Excel-based pricing tools, messy SKUs, and digital signatures in different systems.  A centralized data base where Sales & Customer Service reps can manage customer documents.

Team Collaboration & Communication.

Wingmate is the only Simple CRM that rallies everyone in your business for growth. Our Pipeline Management Platform keeps things Simple, Social & collaborative.

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The future of "CRM" is Tailored, Tangible and Easy-to-use.

It’s Wingmate.

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Select what Interests you from the menu below:
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Check out our list of boosters.

Upgrade your CRM to accelerate your success.

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Web Forms
Get forms from your website
straight into Wingmate.
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8000
+

Seamless Native Integration into 8,000+ platforms.

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API Market
Access to 8,000+ integrations,
including Gmail and Outlook,
with automatic email tracking.
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Concierge Club

White glove support and access to webinars.

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Multiple Pipelines

Additional pipelines & stages to track buyer, customer & service journeys. Create pipelines around any process or project to seamlessly track Sales & Operations.

2000
+

Trusted by 2400+ professionals

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Email Reporting
Maintain CRM hygiene, import
any data & receive automated
reports.
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Team Resource Library
Store and share team
documents

Hear it, Straight from our Customers

Read Customer Stories

Explore other Powerful Solutions  from Wingmate

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In-Field Reporting

Capture customers & insights on the go

Leverage your frontline Team, Non-Sales Staff, and Affiliates, to generate new revenue and foster growth within existing. 
Easy Docs
EasyDOCs

Generate Quotes, Proposals, & More

Generate documents in seconds: Quotes, Proposals, Service agreements, & more — custom templates with e-signature, mobility, pricing tools & approvals — all built in. 

Frequently Asked Questions

Haven’t found what you’re looking for?Contact us

What is  Customer Relationship Management (CRM)?
What is CRM software used for?
Why use CRM software?
What makes a good CRM & Pipeline management software?
What makes Wingmate standout from other CRM providers?
How does Wingmate work?