What Wingmate does

Wingmate is a Toronto-based SaaS company that provides a mobile-first CRM and pipeline management platform purpose-built for field service organizations. Originally founded in 2016 as Gopher Leads and rebranded in 2018, the company serves approximately 5,000 businesses across more than 120 countries, targeting verticals including waste management, commercial laundry, facility services, equipment rental, and document management. The platform enables field workers to capture leads, generate quotes and invoices, document service activity, and manage customer relationships through native iOS and Android applications with offline capability and real-time synchronization to backend systems.

The product architecture follows an à la carte model anchored on Simple CRM & Pipeline Management (PMP), complemented by In-Field Reporting & Frontline Communication, EasyDOCs for AI-assisted document generation, Rolodex for contact intelligence, Maps & Territories, and Marketing Automation. The platform is built on AWS infrastructure, supports a public API with 8,000+ integrations (including Salesforce, Zapier, Gmail, Outlook, and Jobber), and maintains SOC 2 Type 2 compliance. Enterprise customers include Purolator, Sysco, and Waste Management, with documented outcomes such as $10 million in attributable sales revenue at Purolator and 216 closed deals at General Linen.

Wingmate monetizes through subscription SaaS pricing starting at $89 per month, distributed via a hybrid sales-led (enterprise demos) and product-led (mobile app stores, Zapier marketplace, Salesforce AppExchange) go-to-market motion. The company has raised approximately $1 million CAD in disclosed funding from BDC Venture Capital and SOFII, employs over 100 people, and self-describes as cash-flow positive while operating from a remote-first model headquartered in Toronto.

Name

Wingmate

Legal name

Wingmate Inc.

Website

https://wingmateapp.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

51–100 employees

Short description

Wingmate provides a mobile-first CRM and pipeline management platform for field service organizations, enabling lead capture, quote generation, and field reporting across 5,000+ customers in 120+ countries.

Ownership category

akta.pro rank

Product category

Field Service CRM Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Field Service CRM (Dispatch, Scheduling & Mobile Service) (HDAEAFAL)

Keywords

• Field service CRM
• Mobile CRM software
• Pipeline management platform
• Sales force automation
• Field workforce management

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Subscription: Core revenue stream from monthly or annual subscription fees for cloud-based mobile CRM and field service management platform. Pricing scales based on team size and feature requirements. The subscription model provides recurring revenue with land-and-expand potential as field service organizations grow their usage.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core offering

Wingmate offers an AI-powered, mobile-first CRM and pipeline management platform purpose-built for commercial service businesses with field-based teams. Its core offering combines Simple CRM & PMP (pipeline management), In-Field Reporting & Frontline Communication (mobile lead capture), EasyDOCs (AI-powered document and quote generation), Rolodex (contact intelligence), and Maps & Territories, enabling frontline workers to capture leads, generate quotes, and manage customer relationships directly from mobile devices with native iOS and Android apps.

Product overview

Wingmate offers an à la carte product suite architecture where customers pick and choose solutions based on their needs. The core platform consists of Simple CRM & Pipeline Management (PMP) as the central hub, supplemented by In-Field Reporting & Frontline Communication for mobile lead capture, EasyDOCs for AI-powered document generation, Rolodex for contact intelligence, and Maps & Territories for visual territory management. Additional add-on modules include Marketing Automation for engagement triggers, Inside Sales Qualification for outsourced sales support, API Market for 8,000+ integrations, Concierge Club for premium support, Multiple Pipelines for tracking different journeys, Web Forms for lead capture, Team Resource Library for document management, and Data Uploads & Reporting for CRM hygiene. All products are seamlessly integrated within the Wingmate ecosystem to empower teams at every stage of the customer journey.

Differentiator

Problem solved

Functional benefit

Products and services

• Simple CRM & Pipeline Management (PMP) Wingmate's flagship all-in-one CRM and pipeline management platform for sales and service organizations, linking the buyer journey (sales cycle) and customer journey (service cycle) with customizable pipelines, stages, and fields. Designed for commercial service businesses with field-based teams.
• In-Field Reporting & Frontline Communication Mobile application that enables frontline teams, non-sales staff, and affiliates to capture new revenue opportunities, upsell/cross-sell within accounts, gather competitive intelligence, and handle customer service, installation, validation, and dispatch. Includes gamification and incentive rewards for lead capture.
• EasyDOCs AI-powered document generation module that creates quotes, proposals, service agreements, and work orders in seconds using AI-enabled pricing logic. Includes e-signature, digital signature, custom templates, approvals workflow, and centralized document management.
• Rolodex Contact intelligence module providing data aggregation, smart filters, and a credit-based system to deliver accurate, verified contacts including emails, phone numbers, and social profiles directly inside the Wingmate CRM.
• Maps & Territories Mapping and territory management feature providing visual cartography of business data, allowing teams to plot territories, analyze route density, pin accounts, color-code leads by pipeline stage, and optimize field coverage in real time.
• Marketing Automation Automated engagement engine within the Wingmate CRM that triggers personalized outreach the moment a deal moves or a customer hits a milestone, supporting automated emails and texts based on customer journey, triggers, and segments.
• Inside Sales Qualification Invite-only outsourced sales team service in which Wingmate's pipeline management team qualifies and closes opportunities on behalf of clients, including AI-augmented outreach, lead qualification, appointment setting, and dedicated pipeline managers.

Quantifiable outcome

• Purolator generated $10 million in sales revenue using Wingmate
• +2 more outcomes

Named customers7 records

Segments6 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability3 records

Feature6 records

Partnerships

Five partnerships are on record, tiered core infrastructure, core integration and core distribution.

• AWS (Amazon Web Services)core infrastructureTechnology or IntegrationAWS serves as Wingmate's cloud infrastructure provider for hosting the platform. Wingmate's terms of service explicitly references reliance on AWS for data storage and cloud services.
• Salesforcecore integrationTechnology or IntegrationNative integration with Salesforce CRM enabling bidirectional data sync for leads, contacts, and opportunities captured in the field. Wingmate is listed on Salesforce AppExchange.
• Cloudflarecore infrastructureTechnology or IntegrationCloudflare provides CDN and security services for Wingmate's web platform. Referenced in terms of service as a key infrastructure partner.
• Customer.iocore infrastructureTechnology or IntegrationCustomer.io provides email automation and customer communication infrastructure for Wingmate's engagement and nurturing campaigns.
• Zapiercore distributionTechnology or IntegrationZapier integration enables Wingmate to connect with over 8000+ third-party applications including Slack, HubSpot, QuickBooks, and hundreds of other business tools without custom development.

Scale indicators8 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• FieldEdge: Field service management software for HVAC, plumbing, and electrical contractors with CRM, dispatch, and mobile capabilities. Directly comparable to Wingmate's CRM and dispatch functionality in trades verticals.
• Housecall Pro: All-in-one field service management platform for home service professionals with scheduling, dispatch, CRM, and payment processing. Comparable customer segment and feature set to Wingmate, especially within HVAC and home services.
• ServiceTitan: Leading field service management platform for trades (HVAC, plumbing, electrical) with CRM, dispatch, and marketing tools. Directly comparable to Wingmate's field service CRM offering but with a much larger funding base and trades specialization.
• ServiceMax: Field service management platform focused on asset-intensive and industrial service organizations. Comparable to Wingmate's field operations, dispatch, and reporting features, especially for larger enterprise deployments.
• Jobber: CRM and field service software for home service businesses (HVAC, plumbing, landscaping). Listed by Wingmate as a native integration partner and competes for the same small/mid-market field service customer profile.

Broad incumbents

• HubSpot: Broad CRM and marketing automation platform with growing field service and mobile capabilities. Overlaps with Wingmate's CRM, marketing automation, and pipeline management modules at the SMB/mid-market level.
• Salesforce Field Service: Enterprise field service management suite from Salesforce, the dominant CRM platform. Wingmate integrates natively with Salesforce but Salesforce Field Service is the broad incumbent alternative for larger enterprises.
• Zoho CRM: Broad CRM platform with mobile capabilities and workflow automation that competes with Wingmate on CRM and pipeline management, particularly among cost-sensitive SMBs and mid-market customers.
• Pipedrive: Sales-focused CRM with pipeline management that competes with Wingmate's Simple CRM & PMP core offering. More general-purpose but targets similar SMB and mid-market sales teams.

Emerging players

• Connecteam: Employee management app for deskless workers with scheduling, time tracking, and communication features. Partial overlap with Wingmate's mobile-first, frontline worker focus, particularly for workforce management.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@wingmate2712
• LinkedInlinkedin.com/company/wingmateapp
• Xx.com/wingmatepro
• Facebookfacebook.com/Wingmate-1273413932824327

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wingmate