Post‑Meeting Capture
Turn post‑meeting thoughts into clean, searchable notes in seconds. Dictate your recap and Wingman extracts key highlights, objections, next steps, and owners.
- Voice‑to‑CRM meeting recap with action items
- Auto‑generate follow‑up emails and call summaries
- Structured fields: contact, company, opportunity, timeline
Real‑Time Intel
Need answers right before a call? Ask natural‑language questions and instantly surface relevant details from notes and CRM—customer context, decision makers, open opportunities, and risks.
- Natural‑language search across notes and CRM fields
- Last‑minute prep: who to speak with, what they care about
- On‑the‑go access tailored for field sales and AEs
CRM Automation
Wingman translates every conversation into structured CRM updates—so Salesforce, HubSpot, or even Google Sheets stay current without manual data entry.
- Create activities, update opportunities, and log tasks automatically
- Map to your existing data model or use Wingman’s built‑in CRM
- Human‑in‑the‑loop review to keep data clean and compliant
