Wingmate
A sales and service CRM with pipeline management, in-field reporting, and document gen.
Wingmate is a CRM and pipeline management platform for sales and service organizations, particularly those with field and frontline teams. It brings sales and service workflows together in one system, addressing scattered data, documents, and communication across mobile and desktop use.
The platform is an à la carte suite: Simple CRM & Pipeline Management, In-Field Reporting, EasyDOCs for document generation with e-signature, Rolodex for contact data lookup, Maps & Territories, Marketing Automation, and the Starling AI assistant for updating deals, drafting documents, and pulling reports. It connects with systems including Gmail, Outlook, Salesforce, Zapier, Jobber, Slack, and QuickBooks, plus an API for custom integrations.
Wingmate serves industries such as waste management, commercial laundry, equipment sales, and facility services, and is used by frontline staff, sales and service reps, and leadership. Products can be selected individually or as an ecosystem; Rolodex uses a credit-based system, and a Concierge Club tier adds training and support.
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