Case Study: Service Experts Commercial HVAC boosts lead management and sales with Wingmate

5000 leads generated! Service Experts Unleashes Full Sales Potential with Wingmate’s Platform

Service Experts Commercial HVAC, a leading commercial HVAC provider across North America, needed a better way to manage leads, opportunities, and follow-up. Before Wingmate, the team lacked a CRM to track customers and jobs, making it difficult to see where prospects were in the pipeline and risking lost sales opportunities.

Wingmate implemented its Simple CRM, lead reporting app, and inside sales support to give Service Experts Commercial a single source of truth for quotes, jobs, safety forms, and lead management. The rollout took less than two weeks, and the results included more than 5,000 leads captured, 350 deals closed, and about $2.5 million in sales revenue, along with a 95% acceptance rate and major time savings for the sales team.

Service Experts Commercial HVAC

John Mills

General Manager