Sales
From lead to signed contract.
- Lead
- Discovery
- Proposal
- Negotiation
- Contract signed
- Lost
Cockpit CRM · Marketing agencies
CRM for marketing agency with WhatsApp
The marketing agency CRM with WhatsApp built for your daily routine: discovery, proposals with retainer and ad budget, organized onboarding, and renewals at the right time.
7 days free, no card required. Plans from R$ 99 per month.
From first contact to renewal, no client leaves without you seeing it coming.
The problem
Where your agency loses clients today
Leads that go cold while waiting
A prospect reaches out on Instagram or WhatsApp, and by the time anyone replies, they have already signed with another agency.
Proposals left hanging
The discovery call is done, the proposal is sent, the client says they'll take a look, and nobody follows up.
Onboarding that stalls
The contract is signed, but account access and planning drag on, and the first deliverable takes too long to go out.
Last-minute renewals
The contract is about to end, nobody scheduled the results review, and the client leaves without warning.
With Cockpit, every client has a place in the pipeline and a next step scheduled.
Ready-made pipelines
Three ready-made pipelines, from sale to renewal
The stages below come set up when you create your account, and you can adjust them to how your team works.
Onboarding
Access, planning, and first deliverable.
- Access
- Planning
- First deliverable
- Running
- Canceled
Renewal
Results presented before the contract ends.
- Contract expiring
- Results review
- Renewed
- Churned
A day at work
What the routine looks like with the CRM.
The team opens the queue
Overnight contacts are already in the CRM, with the client and the source: Instagram, Google, referral.
Discovery done
The consultant logs the service and the ad budget, and the card moves to Proposal.
Proposal with retainer
The monthly retainer sits on the deal, and the client receives the proposal on WhatsApp.
Contract signed
The client moves on its own into Onboarding, at the Access stage, and the operations team takes over.
Nothing forgotten
Whoever asked to think it over gets a reminder, and whoever is about to expire is already in Renewal.
Features
What comes ready for your agency
Contracted services
Paid media, social media, website, SEO, branding, or a full package, tagged on each deal and shown on the dashboard.
Retainer and ad budget
The client's monthly retainer and ad budget sit on the deal, at hand when you write the proposal.
Automatic onboarding
A signed contract moves the client straight into the Onboarding pipeline, with nobody dragging cards.
Renewal pipeline
Contract expiring, results review, renewed or churned: renewal has an owner.
Loss reasons
Retainer, ad budget, going in-house, postponed: find out why each proposal fell through.
Access roles
Sales, operations, and management each see what they need. The owner sees everything.
WhatsApp and AI Agent
Your agency's WhatsApp inside the CRM
Every conversation becomes a deal
Anyone who messages you on WhatsApp enters the CRM with an open deal, with no duplicate clients.
Team inbox
Sales and operations on the same number, with a queue, transfers, and internal notes the client never sees.
Client groups
Your WhatsApp groups with each client live inside the CRM, alongside your team.
Files and approvals
Proposals, creatives, and reports stay in the conversation and in the client's history.
Replies instantly, even in the middle of the night
The AI Agent answers on WhatsApp in your agency's voice, understands what the client needs, books the discovery call, and hands off to sales.
The AI Agent is an add-on, from R$ 149 per month.
Example conversation
Hi, do you run paid ads for restaurants?
We do! Can I book a quick discovery call with our consultant? I have Thursday at 10 AM or 3 PM.
Thursday at 3 PM works.
All set, your discovery call is booked for Thursday at 3 PM. Talk then!
WhatsApp connects through the official API (the number also stays on the phone app, with Coex) or by QR code.
Frequently asked questions
Questions from marketing agencies.
We already use a task management tool.
Cockpit handles the sale and the client relationship: first contact, proposal, onboarding, and renewal. Your production tasks stay where they are.
The team doesn't have time for another system.
The CRM comes with the agency's pipelines and WhatsApp on the same screen. The team keeps answering where they already do, just organized.
Will I lose my WhatsApp number?
No. With the official API and Coex, the number also stays on your phone's app. You can also connect by QR Code.
What about client data?
Each agency has its own separate workspace, and each team member sees only what their role allows.
Plans
One price for the team, everything included.
You pay for the size of your team, not per feature. Monthly, or yearly at a discount.
Pilot
R$ 99 /month
Up to 2 usersTeam
R$ 199 /month
Up to 10 usersChampionship
R$ 399 /month
Up to 50 usersLeague
R$ 699 /month
Up to 100 users
Start today with your agency already organized.
In minutes the CRM is ready with agency pipelines, retainer and service fields, and WhatsApp connected.
Try it free for 7 days7 days free, no card required.
Other industries
See also.
- CRM for consulting firmsReady-made pipelines: Sales, Projects, RenewalSee how it works →
- CRM for B2B companiesReady-made pipelines: Prospecting, Sales, RenewalSee how it works →
- CRM for service businessesReady-made pipelines: Sales, Execution, Follow-upSee how it works →
- CRM for caterers and event venuesReady-made pipelines: Sales, ExecutionSee how it works →