ServiceTitan vs. Wingmate Simple CRM

ServiceTitan seems to be incredibly customizable depending on what is needed, and therefore I would recommend it in any case where customers and jobs are recorded and scheduled. It can be used in a variety of ways and has multiple functions, including revenue and inventory tracking. Whether a big or small company, I feel with proper training anyone could utilize ServiceTitan very effectively to improve both productivity and record-keeping.

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Wingmate has engaged the field staff, by showing them, the mechanisms that suit the customers, from the communications processes, the contact controls methods, and other CRM tools. Further, the customer mapping and profiling have been enhanced by Wingmate, with advanced analytical options. The lead generation and relationship molding have been enhanced by Wingmate, making the company more solid and preferred.

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• Real-time tracking. The biggest problem in logistics in, my opinion, is knowing if your products are arriving on time or not especially as it pertains to food, that was huge here.
• Most of our managers travel constantly from corporate to distribution because of how centralized the company is they needed something flexible that allowed them to run reports whenever and however.
• Ease of use - I'll be honest in that our employees are not the cream of the crop as it pertains to their education, this software made the learning process simple.

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• We'd like to be able to text estimates (currently, email is the only function)
• We'd like to have audit trails on Customer and Location records (currently only at the job level)
• We'd like to be able to email/text the customer multiple options within estimates, like the techs can do on their tablet, it's just not a function that can be presented by the office.

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• Still a very basic product. Although it does the basics well, a more rounded marketing solution would be better
• Designed for people on the go, rather than desk-based marketers
• Not as intuitive as other apps I've used (for example, sometimes some information/features are not the easiest to find)

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I rarely run into any issues while using ServiceTitan other than the occasional scheduled maintenance. It is very intuitive and easy to learn, with many capabilities that can be suited to any job position in a business. The functions are consistent regardless of your department or use case, and can be easily customized to fit any and all of a company's needs.

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Wingmate has simple usability procedures, for instance, the communications options, the customer mapping options, and others. Further, Wingmate creates proper orientation processes, which are sustainable and they make all users more equipped. Lastly, Wingmate is less technical, more outstanding, and the customer support have knowledgeable facts regarding the tool, and they share with customers.

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autotask has a sales team that can work with you to understand your specific business scenario. They have offered to scope an integration project with us. We are looking forward to making progress on a tailored solution with them

Wingmate was used because the system was mostly used by sales/new business people rather than marketing people. Other products, such as HubSpot, [are] better suited for marketers but for simple lead management, pipeline management, and reporting to the wider team, Wingmate was used and that was a good choice based on needs.

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• We can more effectively retain customers and send them offers if it's been a while since their last visit.
• Our cash flow has dramatically improved because now the technicians invoice everything.
• We can get estimates out the door within the hour, not days later.

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• Customer mapping helps us understand the customers, and apply the right marketing methods.
• Besides, Wingmate creates a contact control, where future communications and direct marketing are conducted.
• The analytical requirements have been supported by Wingmate very efficiently.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info