Goodbye spreadsheets & overbuilt CRMs.

A simple yet powerful CRM for field service businesses. Perfect for users that hate overbuilt CRMs & need to leave the messy spreadsheets. 

Keep your team focused on selling…not data entry.  

“Wingmate CRM fits into the Goldielocks spot. Very simple to use, easy to understand and effective.”

Instantly visualize your entire pipeline in our drag & drop dashboard.

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

Report opportunities on the go, in seconds.

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 end dates, proposals and know all history down to the minute. 

Lead mapping for teams on the go.

It all starts with finding the people who want to be found. Our satellite and map integration pins all your leads for you and displays the surrounding businesses as well. With geofencing and colour coding, you can find and export prospects in your area that you’d like to target for the day and even measure density.

What gets measured gets done.

We inspire team communication – big time. Tag team members and get the full picture on a lead. Track calls, emails and reminders. Add appointments directly into your Google or Outlook calendar 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 2000 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.

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 & Service.