Prospecting
From cold list to qualified contact.
- Cold list
- First contact
- Connected
- Meeting scheduled
- Qualified
- Disqualified
Cockpit CRM · Companies that sell to companies
CRM for B2B company with WhatsApp
The B2B sales CRM with WhatsApp built for selling between businesses: organized prospecting, proposals tracked through to the contract, and customers renewing at the right time.
7 days free, no card required. Plans from R$ 99 per month.
From cold list to renewal, no account gets lost along the way.
The problem
Where B2B sales lose deals today
Prospecting in a spreadsheet
Every rep has their own list, nobody knows who has already been contacted, and the same company gets pitched twice.
Proposals that go cold
The proposal goes out, the customer says they'll take it to leadership, and nobody chases the answer.
Far from the decision maker
Months of conversation with someone who doesn't sign, and the deal stalls because the decision maker never got involved.
Last-minute renewals
The contract is about to end, nobody stayed close to the customer, and the renewal becomes a negotiation from scratch.
With Cockpit, every account has a place in the pipeline and a next step scheduled.
Ready-made pipelines
Three ready-made pipelines, from prospecting to renewal
The stages below come set up when you create your account, and you can adjust them to how your team works.
Sales
From discovery to closed contract.
- Qualification
- Discovery
- Proposal
- Negotiation
- Contract / legal
- Closed
- Lost
Renewal
Active customer through to renewal.
- Implementation
- Account management
- Renewal in negotiation
- Renewed
- Canceled
A day at work
What the routine looks like with the CRM.
Today's queue
Contacts from the website, LinkedIn, and WhatsApp are already in the CRM, with the source tagged.
Meeting booked
The customer confirms on WhatsApp and the card moves to Meeting scheduled.
Qualified
Marked as Qualified, the deal moves on its own into the Sales pipeline.
Proposal ready
The rep builds the proposal with products from the catalog and takes it into negotiation.
Nothing forgotten
Whoever asked to think it over gets a reminder, and whoever closed is already in the Renewal pipeline.
Features
What comes ready for B2B sales
Product catalog
Add products and services with price and stock and put the items straight onto the deal and the sale.
Account record
Company size, industry, headcount, budget, and decision timeline: everything on the deal, in plain view.
Contact roles
Decision maker, influencer, user, and purchasing: know who you're talking to at each company.
From prospecting to sale
A qualified contact moves on its own into the Sales pipeline, with no rework.
Loss reasons
Price, no budget, never reached the decision maker, postponed: find out why each proposal didn't close.
Access roles
Reps, supervisors, and management each see what they need. The owner sees everything.
WhatsApp and AI Agent
Your sales WhatsApp inside the CRM
Every conversation becomes a deal
Anyone who messages you on WhatsApp enters the CRM with an open deal, with no duplicates for existing customers.
Team inbox
Sales reps and support on the same number, with a queue, transfers, and internal notes the customer never sees.
Quick replies
Company intro, terms, delivery timelines: one click and the answer goes out consistent every time.
Proposals and files
Proposals, catalogs, and contracts stay in the conversation and in the account's history.
Replies instantly, 24 hours a day
The AI Agent answers on WhatsApp in your company's voice, answers questions, qualifies the contact, and books the meeting with a sales rep.
The AI Agent is an add-on, from R$ 149 per month.
Example conversation
Hi, do you work with companies of around 80 people? I'd like to understand the plans.
We do! To recommend the best plan, can I set up a call with a consultant? I have Thursday at 10 AM or 3 PM.
Thursday at 10 AM works.
All set, meeting booked for Thursday at 10 AM. The consultant will reach out to you here.
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 B2B companies.
Our sales cycle is long.
That's why every deal has a stage, activity, and next step. Even after months, nobody loses the thread of the conversation.
The team won't want another system.
The CRM comes with B2B sales pipelines and WhatsApp on the same screen. Reps keep selling 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 customer data?
Each company 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 team already organized.
In minutes the CRM is ready with B2B sales pipelines, the product catalog, and WhatsApp connected.
Try it free for 7 days7 days free, no card required.
Other industries
See also.
- CRM for service businessesReady-made pipelines: Sales, Execution, Follow-upSee how it works →
- CRM for consulting firmsReady-made pipelines: Sales, Projects, RenewalSee how it works →
- CRM for marketing agenciesReady-made pipelines: Sales, Onboarding, RenewalSee how it works →
- CRM for internet service providersReady-made pipelines: Sales, Retention, UpgradeSee how it works →