| What it does | Client management workspace with AI form builder
| Field-first CRM and pipeline management for service teams
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| Stage | Not given
| Established
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| Founded | Not given
| 2015
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| Based in | Not given
| US
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| Pricing model | Freemium
| Paid
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| Pricing | Free: $0, includes form builder, client folders, notes, e-signatures, file uploads with up to 20 papers. Plus: $10/month for unlimited papers and priority support.
| Plans starting at $89/month. Customizable pricing based on company needs and Wingmate products leveraged. Contact sales for specific plan details.
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| Key features | - Real-time form monitoring and responses
- Client folder auto-filing
- E-signatures on documents
- File uploads up to 25 MB per file
- Real-time team collaboration with named cursors
- Version history with full audit trail
- Form sharing via link and QR code
- Website form embedding
- Block-based form and document editor
| - CRM and pipeline management
- Document generation and e-signature
- Contact intelligence and prospecting database
- Territory mapping and route planning
- Marketing automation
- AI co-pilot for task automation
- Integration with 8,000+ applications
- Real-time team communication and updates
- Frontline team incentives and gamification
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| What makes it different | - Everything organizes itself by client automatically
- Clients need no account or app to respond
- Real-time collaboration keeps everything in one workspace
- Free plan includes form builder, notes, signatures and file uploads
| - Field-first design built specifically for mobile and frontline teams
- Simple, user-friendly interface that requires no training or IT consultants
- All-in-house support and onboarding with no third-party partners
- Integrated document generation and e-signature without separate tools
- Trusted by 1000+ businesses across North America, Australia, and Europe
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 1 ● no change since last check | 34 ● no change since last check |
| Trust Flow (Majestic) | 6 | 12 |
| Citation Flow (Majestic) | 19 | 33 |
| Referring domains (Majestic) | 8 | 222 |