The board keeps upwith the conversation.
Your pipeline stays the source of truth. Your Wingman keeps it current: when an inspection gets booked, the deal moves, or a suggestion waits for one click.
How it worksin your business.
Your stages stay yours. Deals only move forward, and only where you allow it.
Your stages, your rules
Map moments like “appointment booked” to the stages you already use. Nothing to rebuild.
Suggest or move
Start with suggestions a teammate applies. Let it move deals on its own when you are ready.
Only forward
It never moves a deal backward and never touches one that is won, lost or abandoned.
People go first
If a teammate moved a deal recently, your Wingman leaves it alone.
Drag like you always have
Move cards on the board or from a card’s menu. Every change syncs to your CRM.
Every move on the record
Who moved what, when, and why. A person or your Wingman, it is in the activity log.
Everybody needs a wingman.Get yours.
Tell us about your business. Get a Wingman that sounds like you, and test it before it texts anyone.