Simple CRM

Goodbye, messy spreadsheets & overbuilt CRMs.

A simple yet powerful CRM for service driven businesses. Perfect for people that hate overbuilt CRMs & want to get rid of messy spreadsheets.

Keep your team focused on selling…not data entry.

Our all-in-one solution means you no longer have to sign into multiple platforms. Everything you need to run your business is in one convenient location, wherever you are.

Mobile CRM

Simple CRM minus the busy work…

View your information effectively. Assign and update details on all your leads. Track things like reminders, contract-expiry dates, proposals and know all history down to the minute.

Customer Success

From Fortune 500s to small service companies, Wingmate provides millions of dollars in untapped revenue and time saved to businesses worldwide. 

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Capture & track opportunities on the go with the #1 Mobile CRM.

How many times do you pass a potential lead? With our easy lead capture, prospects can be snapped & tracked on the go. Focus on closing deals from the field without even having to type the details!

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Geo-Located
Voice To Text No Typing

Visualize & Customize your entire pipeline in our drag & drop dashboard.

Wingmate allows you to customize pipelines to fit your needs. Need a Service pipeline? or an Upsell pipeline? No problem! Our easy-to-use and Simple CRM is tailored by us for your business. Customize everything from pipeline stages, lead fields, and dashboard reports, while keeping things intuitive.

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Customer success Pipeline stages
Service & dispatch Pipeline stages

EasyDoc- Generate Quotes, Proposals, & More in seconds.

EasyDoc will allow you to create, automatically populate and generate ANY document. Some examples include proposals, quotes, service agreements, work orders, and templates, all within the Wingmate CRM.

EasyDoc-Quote

Simple CRM minus the busy work…

View your information effectively. Assign and update details on all your leads. Track things like reminders, contract-expiry dates, proposals and know all history down to the minute.

Lead Details 2022
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Lead mapping for teams on the go.

Our satellite and map integration pins all your leads for you and displays the surrounding businesses as well. With geofencing and color coding, you can find and export prospects and even measure density in your area that you’d like to target for the day.

What gets measured gets done.

We inspire team communication ‚Äď big time. First, tag team members and get the complete picture on a lead: track calls, emails, and reminders. Then, add appointments directly into your Google or Outlook calendars from the app.

Wingmate Lead capture App and dashboard for simple crm and prospecting

Prospecting and customer service in our award-winning platform.

Wingmate Simple CRM is one of the easiest sales tools, not just CRMs, to use. Ensure that your entire sales & service tasks are up-to-date & actioned by your team’s response. Our platform is the best CRM on the market for any commercial service business with people in the field.

Reminders for your prospect’s current contract expiry date.

Our Simple CRM is available on both desktop and mobile devices. All details regarding your customers & prospects can be updated in the palm of your hand.¬† Your time-consuming tasks in your sales process will be removed from your daily life, while sales & operations are connected like never before. Get real-time updates on a prospect’s contract expiry dates. Make sure to reach out before your competitors.¬†

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Call us the “CRM Rebels” because we are changing how salespeople look at CRM.

Overbuilt CRMs of 20 years ago are no longer helpful. Now they cause headaches, wasted time, and high costs. And we all know spreadsheets aren’t going to cut it either.

Here at Wingmate, we coined the term “CRM Rebels.” We know how much sales teams and managers hate spending half of each day glued to their CRM doing data entry. So instead, we improved aspects of the traditional CRM that actually make your teams more organized & successful – without meaningless field inputs.¬†

What Sets Wingmate Apart Beside The Obvious

Intuitive Design, Mobile & Cost-Effective

EasyDoc - generate custom proposals, work orders, or any document at the click of a button.

SaleScribe - Ditch the data entry and fill out forms on the go by speaking into your phone.

Generate more leads and close more deals, faster.

Get oversight into your team and measure potential bottlenecks.

Better communication, more accountability, and higher engagement, all tracked in real-time.

Connect Wingmate to the other tools you need to run your business. Integrate with over 4000 of the most popular apps.

Discover Wingmate

Intuitive & never overbuilt. See why we are loved by Sales & Services.