Wingmate Features

Wingmate

Field Service Management Software

4.56/5 (80 reviews)

Competitor Feature Comparison

AB Testing
API
Access Controls/Permissions
Account Alerts
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Management
Asset Lifecycle Management
Automated Scheduling
Batch Processing
Buyer Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call List Management
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Segmentation
Cataloging/Categorization
Chat/Messaging
Client Management
Client Portal
Client Tracking
Collaboration Tools
Communication Management
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
Conversion Tracking
Customer Database
Customer History
Customer Segmentation
Customer Support
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Extraction
Data Import/Export
Data Management
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Tracking
Employee Reward Programs
Engagement Tracking
Expense Tracking
Feedback Management
Field Sales Management
File Management
Forecasting
Forms Management
GPS
Gamification
Goal Setting / Tracking
Historical Reporting
Household Tracking
Incentive Management
Influence Tracking
Interaction Tracking
Inventory Management
Inventory Tracking
Job Management
Job Tracking
Landing Pages/Web Forms
Lead Capture
Lead Database Integration
Lead Distribution
Lead Generation
Lead Management
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Segmentation
Lead Verification/Validation
List Management
Live Chat
Location Tracking
Maintenance Scheduling
Marketing Automation
Medical History Records
Meeting Management
Mobile Access
Monitoring
Multi-Campaign
Multi-Channel Communication
Multi-Language
Multi-Location
Negative Feedback Management
Online Forms
Opportunity Management
Patient Communications
Patient Management
Payment Collection in the Field
Performance Management
Performance Metrics
Physician Management
Pipeline Management
Planning Tools
Product Catalog
Project Management
Prospecting Tools
Purchasing & Receiving
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Updates
Records Management
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Routing
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Service History
Shared Contacts
Single Sign On
Social Media Integration
Source Tracking
Status Tracking
Survey/Poll Management
Surveys & Feedback
Tagging
Task Management
Task Progress Tracking
Task Scheduling
Team Assignments
Template Management
Territory Management
Third Party Integrations
To-Do List
Web Forms
Work Order Management
Workflow Management
Learn moreCompare App
AB Testing
API
Access Controls/Permissions
Account Alerts
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Management
Asset Lifecycle Management
Automated Scheduling
Batch Processing
Buyer Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call List Management
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Segmentation
Cataloging/Categorization
Chat/Messaging
Client Management
Client Portal
Client Tracking
Collaboration Tools
Communication Management
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
Conversion Tracking
Customer Database
Customer History
Customer Segmentation
Customer Support
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Extraction
Data Import/Export
Data Management
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Tracking
Employee Reward Programs
Engagement Tracking
Expense Tracking
Feedback Management
Field Sales Management
File Management
Forecasting
Forms Management
GPS
Gamification
Goal Setting / Tracking
Historical Reporting
Household Tracking
Incentive Management
Influence Tracking
Interaction Tracking
Inventory Management
Inventory Tracking
Job Management
Job Tracking
Landing Pages/Web Forms
Lead Capture
Lead Database Integration
Lead Distribution
Lead Generation
Lead Management
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Segmentation
Lead Verification/Validation
List Management
Live Chat
Location Tracking
Maintenance Scheduling
Marketing Automation
Medical History Records
Meeting Management
Mobile Access
Monitoring
Multi-Campaign
Multi-Channel Communication
Multi-Language
Multi-Location
Negative Feedback Management
Online Forms
Opportunity Management
Patient Communications
Patient Management
Payment Collection in the Field
Performance Management
Performance Metrics
Physician Management
Pipeline Management
Planning Tools
Product Catalog
Project Management
Prospecting Tools
Purchasing & Receiving
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Updates
Records Management
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Routing
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Service History
Shared Contacts
Single Sign On
Social Media Integration
Source Tracking
Status Tracking
Survey/Poll Management
Surveys & Feedback
Tagging
Task Management
Task Progress Tracking
Task Scheduling
Team Assignments
Template Management
Territory Management
Third Party Integrations
To-Do List
Web Forms
Work Order Management
Workflow Management
Visit WebsiteCompare App
AB Testing
API
Access Controls/Permissions
Account Alerts
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Management
Asset Lifecycle Management
Automated Scheduling
Batch Processing
Buyer Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call List Management
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Segmentation
Cataloging/Categorization
Chat/Messaging
Client Management
Client Portal
Client Tracking
Collaboration Tools
Communication Management
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
Conversion Tracking
Customer Database
Customer History
Customer Segmentation
Customer Support
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Extraction
Data Import/Export
Data Management
Data Visualization
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Tracking
Employee Reward Programs
Engagement Tracking
Expense Tracking
Feedback Management
Field Sales Management
File Management
Forecasting
Forms Management
GPS
Gamification
Goal Setting / Tracking
Historical Reporting
Household Tracking
Incentive Management
Influence Tracking
Interaction Tracking
Inventory Management
Inventory Tracking
Job Management
Job Tracking
Landing Pages/Web Forms
Lead Capture
Lead Database Integration
Lead Distribution
Lead Generation
Lead Management
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Segmentation
Lead Verification/Validation
List Management
Live Chat
Location Tracking
Maintenance Scheduling
Marketing Automation
Medical History Records
Meeting Management
Mobile Access
Monitoring
Multi-Campaign
Multi-Channel Communication
Multi-Language
Multi-Location
Negative Feedback Management
Online Forms
Opportunity Management
Patient Communications
Patient Management
Payment Collection in the Field
Performance Management
Performance Metrics
Physician Management
Pipeline Management
Planning Tools
Product Catalog
Project Management
Prospecting Tools
Purchasing & Receiving
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Updates
Records Management
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Routing
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Service History
Shared Contacts
Single Sign On
Social Media Integration
Source Tracking
Status Tracking
Survey/Poll Management
Surveys & Feedback
Tagging
Task Management
Task Progress Tracking
Task Scheduling
Team Assignments
Template Management
Territory Management
Third Party Integrations
To-Do List
Web Forms
Work Order Management
Workflow Management
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Mobile apps

iOS App


19 reviews

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


19 reviews

Wingmate Feature Reviews

25 reviewers had the following to say about Wingmate's features:

Anonymous
(Food & Beverages company, 11-50 employees)

Attractive lead capture software

2019-10-21

Pros

What I liked most was the venn between having both GPS location and photos captured on location to clearly outline the style of lead that salesmen would be pursuing.

Cons

I found it somewhat difficult to tie leads to contact information as the sales development process advanced.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from Wingmate


Thanks for the feedback! We always have the option to add in custom fields to make finding contact information on each lead easier. Please have your management team reach out to us to discuss this!

Read more
Mike C.

Easy to use and track leads

2019-10-09

Wingmate leads allow us to track competitor activity by simply taking a picture through the app.

Pros

The process of capturing a lead is very easy, nothing more than taking a picture and filling in some information.

Cons

Have not come across anything to dislike

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Wingmate


The feedback is much appreciated Mike! If there's ever anything we can do to improve please let us know

Read more
Jason G.

New User

2019-10-08

Easy to use / enter data

Pros

Ease of use. Captures lead info including pics.

Cons

Nothing . Is easy to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Wingmate


Thanks for the review Jason! If there's ever anything we can do to improve please let us know!

Read more
Pauline H.

Effortless

2019-10-08

Our front line users find it easy to work with and our sales reps like the internal communication features.

Pros

It makes capturing a sales lead in the field effortless.

Cons

The quality of your leads and the number of leads submitted is totally up to you, the end user.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Wingmate


Pauline,

Thank you for your kind review. Looking forward to continuing our success with Doritex!

Read more
Stephen M.

Easy to use

2019-10-09

Makes communication quicker, easier to keep everyone in the loop on leads, expands my support network directly

Pros

Keeps me organized and saves time on weekly reporting to my manager

Cons

The app does not have as much options as the website dashboard

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Wingmate


Appreciate the review Stephen. Feel free to reach out to us anytime if there's anything we can do to improve!

Read more
Don H.

Summit

2019-10-08

Great training and support. Easy to use !

Pros

Ease of use on the road and the way it plots the address by gps

Cons

Working the lead on my phone and updating the dashboard on my phone

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Wingmate


Thanks for the review Don! If you have any suggestions for how we can improve please reach out to us!

Read more
Anonymous
(Facilities Services company, 11-50 employees)

User Friendly

2021-08-10

Pros

I am able to view and track sales lead with ease.

Cons

Everything is working well. I cannot think of anything I would change as of now.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Jonathan G.

Wingmate is not just for Large Companies

2019-10-08

My overall experience with Wingmate is very positive. I have pocketed a good amount of income that I would have otherwise not received and helped my company sell more equipment. With my earnings, I like to treat my family, so the incentive is there for me to continue to put in more leads.

Pros

What would usually take 5-10 minutes out of your day to add a single lead, can now take seconds.

Cons

What I like least about this software is that my company is currently not using it to its advantage. With a lead tracking dashboard that is catalogued beautifully and an app that is widely available, everyone in the company has the ability and should be more focused on pumping the system full of leads and generating more sales.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Wingmate


Thank you so much for the review Jonathan, the feedback is much appreciated! If there is ever anything we can do to improve please let us know

Read more
Toby P.

Very easy to use and helped to streamline prospecting

2021-08-10

Fantastic service that has helped massively in our prospecting endeavors

Pros

Very intuitive and easy to use, lead generation has been top notch using this software.

Cons

would like to see a dashboard where you can see each individual account

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Business Supplies and Equipment company, 11-50 employees)

Improve Sales!

2019-10-08

We switched from a manual paper sales leads sheet to this system that has improved the number of leads being generated from the outside workforce.

Pros

- Ease of use for the team in the field - Ability for field users to track progress of sales leads they captured - An easy way to track commissions paid on closed sales leads

Cons

The only thing I would like to see changed is the ability for us to add/remove users ourselves instead of submitting a request.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Wingmate


Thanks for the feedback! With a manager account, it is very simple to add and disable users through the admin console. For a walkthrough, please take a look at our support page here: https://support.wingmateapp.com/hc/en-us/articles/360003884292-Manager-Welcome-must-read-

You can also reach out to us anytime and we'd be more than happy to help out!

Read more
Scott S.

Wingmate

2019-10-08

Pros

Wingmate can be accessed on mobile platforms, allowing a lead to be submitted anywhere.

Cons

Although Wingmate keeps tracks of all leads (and who submitted them), it is generally faster to forward a lead directly to sales personnel.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No

Response from Wingmate


Thank you for the feedback Scott! While we would love it if every lead receives as much attention as possible, response rates do vary quite a bit between the companies that we work with. I would suggest discussing this with your sales manager and sales team, hopefully it will lead to many more closes for your company.

If you ever have any suggestions about the app we'd love to hear it!

Read more
Dylan G.

Great app, Simple to use

2019-10-08

We saw a huge increase in our sales funnel initially.

Pros

Instructions and standards for a paid lead were clear and simple.

Cons

If you have a lead that isn't in front of you at that moment, entering it takes some time.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Wingmate


Thanks so much for the review Dylan! If there is ever anything we can do to improve please let us know!

Read more
Shayne D.

Operations Manager's Review

2019-10-25

I have had a pleasant experience since we launched this program. I have spoken to all members on the Wingmate team and received excellent customer service from all.

Pros

Removes the need for paper documentation of a prospect or lead.

Cons

Quite some time ago, I would have said I least like the inability to search existing leads.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Wingmate


Thanks so much for the review Shayne, it is much appreciated! It has been a pleasure to work with you

Read more
Nana O.

Wingmate Review

2019-10-08

Feedback is quick and easy to review, as I get email notifications any time the app is updated.

Pros

Even if your not the most computer literate person, the software is easy to learn and use.

Cons

The one flaw I would say the software has, is the lack of confirmation when changing the status of a lead. For example if I wanted to change the status to a lead back to its original status, I don't have access to do so myself.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Wingmate


Thanks so much for the feedback Nana! We understand that moving a lead through the sales cycle can be done with just the click of a button so it's important to be mindful when moving it forward. Since the deal stages are tied to the rewards for frontline workers, we do not have the functionality for sales accounts to move leads back. However, you can always reach out to any manager (or get in touch with us!) whenever a lead needs to be moved back.

Really glad to have you as part of the program!

Read more
Megan K.

NorthStar Mat Service Review

2019-10-08

Everyone we have worked with has been pleasant to talk to, quick to respond to any issue and very helpful.

Pros

Time is always pressing on the route and this tool assists them in giving sales great leads quickly while making some extra flash cash for themselves.

Cons

The total sales made can not be broken down by a date range, just a total.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Wingmate


Really appreciate the feedback Megan! We'e recently made some updates to the analytics page which now allows you to view the analytics by a custom date range. We're constantly looking for ways to improve, if you have any other suggestions for us please reach out!

Read more
Roxanne N.

Wingmate for Leads

2019-10-08

Pros

I send in my lead and I get a response back in a very short amout of time

Cons

I had trouble at first trying to figure it out because I didn't think it could be that easy to use

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Wingmate


Thanks so much for the review Roxanne, so glad to have you using the app! If there's ever anything we can do to improve please let us know

Read more
Andre B.

CRM To Help You

2019-10-08

good web meeting to demo product..and flexible

Pros

taking pictures of signs business cards saves time

Cons

keep it simple fields company name contact person phone email mobile job title notes

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Wingmate


Thanks for the feedback Andre! We strive to make the app as simple to use as possible, though we are always looking for new ways to improve. If you ever have any suggestions please reach out to us!

Read more
Anonymous
(Facilities Services company, 10001+ employees)

Wingmate Review

2021-08-26

Ok.

Pros

Assistance with lead generation.

Cons

Hard to quickly see what leads the reps have had success with

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Information Services company, 11-50 employees)

Wingmate Can Be A Valuable Asset

2021-08-09

So far I find it easy to use, but get the feeling it's still in the earlier stages of development.

Pros

It's easy to capture what you need quickly while out & about. The design/interface isn't confusing.

Cons

When comparing it to the website version, some drop-downs/menus simply don't match up (ie more options on the web version). Also, the different tabs at the top within the app do not display leads properly unless you close the app then reopen.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
wayne r.

Northern Uniform Sales Rep Perspective

2021-08-10

I find it easy to use and a great tool to use in the selling process.

Pros

Secondly, the futures calendar, I like how you can push calls into the future and they show up in your task calendars. Thirdly, the ease of moving the stages of the sale to each bucket of the sales process

Cons

I wish you could edit task reminders calendar dates

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Ryan G.

Great designed app

2019-10-08

Pros

The ease of use is amazing. The layout is so straight forward and can do quick on the fly

Cons

The process of waiting and the timeframe from start to finish of a lead

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Wingmate


Really appreciate the feedback Ryan! We understand that sometimes the sales process can be a little bit long, but I'm sure your sales team appreciates the patience and all the great leads you send in!

Read more
Nazario R.

Good job

2021-08-09

I do all my work activities with Wingmate

Pros

Because is very friendly. It has a very good interaction with the user.

Cons

I am really totally satisfied with the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Peter C.

Simple as a click

2019-10-08

Pros

Take a photo and just like that you can generate a lead. It's as easy as opening the app taking the picture and clicking submit

Cons

So far I Haven't run into anything negative.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Wingmate


Really appreciate the feedback Peter! If there is ever anything we can do to improve please reach out to us anytime

Read more
Anonymous
(Transportation/Trucking/Railroad company, 10001+ employees)

Wingmate for Leads and Sales engagement

2021-08-10

Pros

easy and effective to use. we have drivers put in lead notes in to wingmate, which is then past forwarded to our sales team to engage with the customer. all the notes and information needed is all in one nice software that allows us (sales team) to connect with new customer through drivers (whom we generally dont often see as they work from different hubs)

Cons

so far, I haven't run in to any issues with using wingmate.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Cole B.

Great platform for my teams needs

2021-08-05

Pros

Super easy to use and the integration from our previous crm was seamless.

Cons

Salesforce had a few more features but our team didn’t really use them.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more