For over 12 years, we've witnessed the frustrations agents face when navigating linear CRM workflows. Tasks for calls, texts, and emails often miss the mark, leaving agents stuck in "task mode" instead of focusing on building meaningful customer connections.
Enter CRM Wingman—your go-to tool for transforming how agents communicate with leads. Our extension simplifies and elevates the follow-up process with two game-changing features.
Agents no longer need to guess the best way to reach their customers. CRM Wingman provides a visual summary of communication history, showing how many calls, texts, and emails have been sent and received. It highlights the most effective communication method with intuitive icons—whether it’s a text, call, or email. Even when a task suggests a call, CRM Wingman ensures agents know if texting is the better option, helping them focus on connections that matter.
Responding to repetitive customer questions can slow agents down. CRM Wingman’s hover-over functionality offers a dropdown menu with dealership-customized answers to frequent objections like "What’s my trade worth?" or "What’s your best interest rate?" With just two clicks, agents can paste prewritten responses directly into email or text threads, saving time and increasing efficiency. While traditional templates fall short, CRM Wingman’s flexibility and ease of access empower agents to handle tasks faster than ever.
Save time and boost efficiency with streamlined task management and automation solutions.
Enhance customer satisfaction with tailored communication.
Enhance customer satisfaction through personalized and targeted communication strategies.
Boost productivity by automating and simplifying repetitive responses. No more typing similar responses
Prioritize building meaningful connections to effectively convert leads into loyal customers.
Testimonials
CRM Wingman transformed how we manage follow-ups. It’s a game-changer for our dealership!
The efficiency we’ve gained with CRM Wingman is incredible. Highly recommended!"
"CRM Wingman streamlined our follow-ups and boosted efficiency—a true game-changer for our dealership!"
Task Efficiency Made Simple
Easily Identify Engaged Customers
Preferred Communication Method Highlighted
Visual Tracking for Calls, Texts, and Emails
Instant Responses to Common Customer Questions
Customizable Answer Templates for Most Common Objections
User-Friendly Chrome Extension Interface
Ongoing Updates and New Features
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