Simple CRM

Goodbye, messy spreadsheets & overbuilt CRMs.

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

Keep your team focused on selling…not data entry.  

Visualize your entire pipeline in our drag & drop dashboard.

Track, manage and organize your lead pipelines. Whether you’re tracking sales deals, service issues, or anything else, Wingmate delivers intuitive dashboards that your team will love. 

Simple CRM - Drag and Drop Pipeline View

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. Never miss a lead again – information is sent instantly to the Simple CRM.

Picture / Video
Geo-Located
Voice Notes

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. 

Simple CRM - Lead View
Simple CRM image - map view

Lead mapping for teams on the go.

It all starts with finding the people who want to be seen. 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 – 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.

Other Features

Easy search & export

Find what you’re looking for, and export leads to CSV in seconds.

REPORTING & Insights

Measure and oversee results, revealing winning patterns and bottlenecks for your team to overcome.

integrate seamlessly

Wingmate can easily integrate into over 2,000 systems.

File Attachments

Attach proposals, PDFs, or all other files needed to leads.

Lead Health & Probability

View the leads your team is working, and see which need extra attention at a bird’s eye view. 

Customized to you

Customize and build pipelines around the information you want to track.

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. 

Wingmate CRM with Analytics
simple crm vs mr generic image

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. 

Benefits

Increase productivity, efficiency, and timeliness.

Get oversight into your team and measure potential bottlenecks.

Generate more leads and close more deals, faster.

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

Simple to use, cost-effective, and customized to you.

Discover Wingmate

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