Stay Organized. Follow Up Consistently. Grow With Confidence.
Wingman brings CRM and marketing automation tools together so small businesses can organize contacts, manage opportunities, and keep customer communication moving without relying on scattered notes or memory.
Good Opportunities Shouldn't Get Lost in the Daily Shuffle.
When customer details, conversations, quotes, and notes live in different places, staying on top of the next step becomes harder than it should be.
Customer Information in Too Many Places
Bring contact details and conversation history into a more organized system instead of leaving them scattered across tools.
Follow-Up That Depends on Memory
Structured workflows can help your team reconnect with interested prospects and customers on time.
Limited Visibility Into Opportunities
A clearer process makes it easier to see which conversations are active and which ones still need attention.
Wingman helps bring customer information and follow-up activity together so your team can focus on stronger relationships.
A Clearer Picture of Your Customer Relationships.
Four practical areas where an organized CRM can make everyday customer management easier.
Contact Management
Keep customer and prospect information organized in one place.
Opportunity Tracking
Track inquiries and opportunities as they move through your sales process.
Customer Conversations
Maintain a more organized view of customer communication where supported channels are configured.
Follow-Up Workflows
Create structured processes that support timely communication and clear next steps.
Keep the Conversation Going Without Doing Everything Manually.
Configured workflows can support the communication that is easiest to miss when your team gets busy.
Follow-up after an inquiry
Send relevant information after someone reaches out to your business.
Appointment-related communications
Support confirmation and reminder messages through configured workflows.
Customer nurturing and re-engagement
Stay connected with contacts who may not be ready to move forward yet.
Internal notifications and task reminders
Help your team stay aware of which customer or opportunity needs attention next.
A Prospective Customer Requests Information.
The inquiry is recorded in the CRM, a configured follow-up workflow sends the appropriate information, and your team can review the opportunity before deciding what should happen next.
This example shows how a configured workflow could support your process. It is not a promise of campaign performance or automatic appointment booking.
The request is recorded against the contact.
Relevant information is sent through the workflow you have chosen.
Your team can review the conversation and current status.
The relationship stays under your control rather than being handled blindly.
Less Administrative Work. More Room to Build Relationships.
Four practical improvements you can build into the way your business manages customer relationships.
Keep customer information organized
Find contact details and history in one place instead of searching across several systems.
Support consistent follow-up
Use structured workflows so checking back in happens on schedule instead of only when someone remembers.
Improve visibility into opportunities
See which conversations are progressing and which ones still require attention.
Reduce repetitive administrative tasks
Take some of the manual copy-and-paste work out of everyday customer communication.
The Right Tools for the Way You Work.
CRM & Marketing Automation is one of several Wingman solutions. Each solution is offered separately so you can begin with what your business needs most.
CRM & Marketing Automation
Contact organization, opportunity tracking, and ongoing communication workflows.
Talk to Wingman →CRM & Marketing Automation is offered separately and is not automatically included with the $499 Chat Automation offer. Pricing and inclusions depend on your business and configuration.
Frequently Asked Questions
What is a CRM, and why would my business need one?
A CRM helps you keep customer details, history, and the status of each conversation organized in one shared system instead of across phones, inboxes, and notes.
Can Wingman help track leads and opportunities?
Yes. Contact organization and opportunity tracking are central CRM functions. Your pipeline can be configured around the process your business actually uses.
Can I automate follow-up messages?
Configured workflows can support follow-up after inquiries, appointment-related communication, and longer-term nurturing. Timing and messaging are set around your business.
Can Wingman connect with my existing software?
That depends on the systems you use and how they are configured. Universal integrations and automatic synchronization are not guaranteed, so specific connections should be reviewed with the Wingman team.
Can my team access customer information?
A CRM is designed to keep customer information in a shared place. How access is structured depends on your configuration and the roles your team needs.
Is CRM & Marketing Automation included with Chat Automation?
No. CRM & Marketing Automation is a separate Wingman solution and is not included in the $499 Chat Automation program.
How much does CRM & Marketing Automation cost?
Pricing and inclusions depend on your business and configuration. Contact Wingman to review the options that fit your setup.
Ready to Get Your Customer Relationships Organized?
Talk to Wingman about how CRM and marketing automation can support your business, or explore the other solutions available to you.