Wingmate’s CRM and Pipeline Management is the platform for people-driven organizations.
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Bloated process, Too many 3rd-party consultants, Overpriced and Under-Utilized Engagement, Endless Learning curves, Hidden costs, Disconnected teams, Lost hours in data entry.
Bring your Sales and Service pipelines, Opportunities, Conversations, Activities, Customer Service, and Collaboration all together.
Wingmate’s Simple CRM & Pipeline Management Platform just works.
Discover how a frontline-first platform boosts sales route density, renewals, and customer service on the go.
A Leading Pipeline Management Platform & CRM for Sales and Service Organizations. Your buyer journey (Sales Cycle) and Customer Journey (Service Cycle) are all under one roof. Easily tailored 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. Custom templates with e-signature, mobility, pricing tools & approvals - all built-in. EasyDocs empowers you to build templates, automate approvals, collaborate in real-time, and track every change for digital document generation and signing using AI-enabled workflows, all within Wingmate.
Map data, plot territories, analyze density, add & pin accounts with a visual cartography of your business. Wingmate allows your team to view on a map, satellite view, and 360° panoramic view. This level of granular vision allows your teams to make the most for generating qualified opportunities with just a click.
Create pipelines around any process or project to seamlessly track. Custom stages for tickets, service, sales, asset, work orders, etc.
Tailored to your business
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.
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 and desk use.
Gain Insights into each team's performance down to the minute. High-level 50,000 foot views down to granular reporting on the exact time and place of an activity. What gets measured. Gets done.
Ditch the pen & paper. Capture active leads and intel on the go. No Typing Required.
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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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.
Wingmate is the only Simple CRM that allows you to rally everyone in your business for growth. Our Pipeline Management Platform keeps things Simple and Social.
Seamless Native Integration into 8,000+ platforms.
White glove support and access to webinars.
Additional pipelines & stages to track buyer, customer & service journeys. Create pipelines around any process or project to seamlessly track Sales & Operations.
Trusted by 2400+ professionals
Capture customers & insights on the go
Mapping & Territories for teams on the go
Generate Quotes, Proposals, & More
Haven’t found what you’re looking for?Contact us
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