Wingmate

Review of Wingmate Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Overview

About Wingmate

Unite your troops to save time & sell more. Wingmate provides intuitive solutions earning powerful results to help commercial service businesses dominate their competition. Mobile Reporting App - Quick & easy tool for your field staff on the move. Capitalize on what they see & hear every day with our Reporting App. Simple CRM - A simple yet powerful CRM for field service businesses. Perfect for users that hate overbuilt CRMs & need to leave the messy spreadsheets. Inside Sales Support - Need inside salespeople? We provide top talent to qualify your leads, set meetings & tee-up deals. Wingmate provides commercial service with the support to successfully prospect new businesses from start to finish, all without a single new hire.

Wingmate Screenshots

Wingmate Features

Features of Wingmate
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management

Wingmate Integrations

Salesforce Sales Cloud logo
Salesforce Sales Cloud
Microsoft Outlook logo
Microsoft Outlook
Zapier logo
Zapier
Gmail logo
Gmail

Customer Reviews

See why people love Wingmate

5 Star
70%
4 Star
20%
3 Star
10%
2 Star
0%
1 Star
0%
Cole B.

Cole B.

Verified User

Banking · 2-10 employees

Used daily for less than 6 months
Dec 22, 2025

Great platform for my teams needs

Verified reviewer

What they liked
  • Super easy to use and the integration from our previous crm was seamless
  • The interface is just simply better than other platforms that I’ve tried
Room for improvement
  • Salesforce had a few more features but our team didn’t really use them
Switched From

Pricing & interface.

Craig W.

Verified User

Banking · 51-200 employees

Used daily for less than 6 months
Dec 22, 2025

Good CRM. It is easy to use

Good so far. Look forward to making it a successful tool moving forward. Been on vacation a lot this month but soon be back to a normal work pattern

What they liked
  • camera while on the road when it works
  • Sometimes it does not work
  • Also allows me to keep track of Deals coming up
Room for improvement

Camera with google sometimes does not bring up address when trying to identify a new business

Switched From

boss decided to get rid of it because of cost

Larry M.

Verified User

Transportation/ Trucking/ Railroad · 501-1000 employees

Used daily for less than 6 months
Dec 22, 2025

5 star! No complaints.

5 star, from the app and customer services. I find that it helps me to be more organized and on top of my task.

What they liked
  • User friendly, organized, everything I need is right here on my phone
  • The customer service has been great, no complaints
Room for improvement

I haven't had it long enough to find out to be honest, so far I like everything about it, I've used alot of CRMs

Verified Professional

Warehousing · 51-200 employees

Used weekly for less than 12 months
Dec 22, 2025

How Wingmate help us develop new clients

Our CSRs could submit sales leads through Wingmate, which helps us to develop new business opportunities.

What they liked
  • Very easy to use Easy to train employees to use
Room for improvement
  • The UI seems outdated I suggest some improvement on this

Verified Professional

Construction · 11-50 employees

Used daily for less than 12 months
Dec 22, 2025

Great pipeline management

Wingmate is good for relationship and activity management. The pipeline view is the best and managing/moving the cards will help you manage your sales process and close deals.

What they liked
  • Mobile-friendly, nice map feature, good Kanban style board for managing leads
  • Very easy to use and understand
Room for improvement
  • Unable to attribute lead activity to a specific contact
  • Desktop site glitchy, needs regular refreshing

Diana D.

Verified User

Construction · 11-50 employees

Used daily for less than 2 years
May 28, 2026

Wingmate Review

Overall, it was a good experience. It was there to gather client information & leave activities after each sales call.

What they liked
  • Wingmate is easy to access & whenever I had questions, our contact had answers almost immediately
  • I also liked Wingmate because I could see all my activities in one place
Room for improvement
  • At times, I've used the Wingmate Mobile App in rural areas and sometimes I had to duplicate my activities because my initial activity wouldn't register
  • Also, internally, Wingmate didn't "talk" to the other software we use

Carrie D.

Verified User

Construction · 11-50 employees

Used daily for less than 12 months
May 28, 2026

Wingmate helpd with our sales efficiency

Wingmate was very useful to giving us more detailed reports from our sales side and allowed us to increase efficiency

What they liked
  • Allowed us to track our sales force more accurately
  • We were able to have weekly meetings and really dig into where we were successful and where we needed more focus
Room for improvement
  • No cons
  • This was a great addition to our company at a time when we really needed more details and info about our sales visits

Pat S.

Verified User

Construction · 11-50 employees

Used daily for less than 2 years
May 28, 2026

Wingmate CRM

Overall, a strong platform and highly recommend. The data import into the system saved us much time.

What they liked

We were introduced to Wingmate by our industry consultants as a tool for advancing our sales management and strategy

Room for improvement
  • Nothing for you here
  • The platform is very intuitive and the feedback from the sales team reinforced that

Jason S.

Verified User

Transportation/ Trucking/ Railroad · 201-500 employees

Used daily for less than 6 months
May 28, 2026

Flying with Wingmate!

Wingmate has been awesome to partner with. The initial training was very detailed and the training staff were amazing!

What they liked
  • I love how they integrated AI and I can take a picture of a business card and notes and it will automatically populate the information into the proper fields
  • This CRM is so user friendly
Room for improvement
  • I wish I could customize the fields to each profile or team
  • Some of our teams look for different information than others
  • If I was able to customize the fields per account would be great

Denise W.

Verified User

Construction · 11-50 employees

Used monthly for less than 12 months
May 28, 2026

Thank you Winagate

Verified reviewer

What they liked
  • IT was very helpful in communicating with our customers
  • It was helpful in management of relationships and easy to track
Room for improvement
  • I didn't find anything I didn't like

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Decision Context

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