| What it does | CRM software that watches renewals, quiet relationships, stalled proposals, and unpaid invoices for independent consultants
| Field-first CRM and pipeline management for service teams
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| Stage | MVP
| Established
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| Founded | Not given
| 2015
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| Based in | Not given
| US
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| Pricing model | Free
| Paid
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| Pricing | Free during beta; paid plans pricing to be announced before beta ends. Beta users will receive notice and preferred pricing.
| 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 | - Today queue that ranks renewals, quiet relationships, stalled proposals, unpaid invoices, and unbilled hours
- Six-stage deal pipeline that converts to engagement with one click
- Time and invoicing with retainer utilization tracking
- Weekly Monday digest email with priorities
- Engagement tracking for retainers, projects, and hourly work
| - 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 | - Watches what's about to slip before it costs you, ranked by relationship value not just time elapsed
- No empty database phase; calendar scan drafts your client list in minutes
- Single-user CRM built for one person's book of business, not shared sales pipelines
- Combines pipeline, delivery, and invoicing vocabulary in one place without context loss
| - 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 |
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| DR (Domain Rating by Ahrefs) | 1 ● no change since last check | 34 ● no change since last check |
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| Trust Flow (Majestic) | 0 | 12 |
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| Citation Flow (Majestic) | 21 | 33 |
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| Referring domains (Majestic) | 8 | 222 |
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Retainer
Wingmate