Sales
From first contact to signed contract.
- Lead
- Discovery meeting
- Scope
- Proposal sent
- Negotiation
- Contract signed
- Lost
Cockpit CRM · Consulting firms
CRM for consulting firm with WhatsApp
The consulting CRM with WhatsApp built for your daily routine: discovery meetings, scoping, proposals, projects in progress, and renewals at the right time.
7 days free, no card required. Plans from R$ 99 per month.
From discovery to renewal, no client gets lost along the way.
The problem
Where your consulting firm loses clients today
Referrals that go cold
A contact arrives by referral or LinkedIn, and without a next step scheduled, the conversation fades.
Proposals with no follow-up
The proposal goes out, the client says they'll review it with leadership, and nobody checks back.
Projects without visibility
Kickoff, progress, and delivery live in spreadsheets and emails, and the partner doesn't know where each project stands.
Contracts that expire quietly
The contract end date arrives with no renewal proposal, and the client leaves for lack of contact.
With Cockpit, every client 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.
Projects
From kickoff to delivery, through completion.
- Kickoff
- In progress
- Delivery / presentation
- Completed
- Canceled
Renewal
Continuity before the contract ends.
- Contract ending soon
- Continuation proposal
- Renewed
- Closed
A day at work
What the routine looks like with the CRM.
Contacts in the CRM
Whoever reached out on WhatsApp or through the website is already in the CRM, with the contact's source.
Discovery
The consultant logs the client's main challenge, industry, and size on the record.
Scope and proposal
With the scope settled, the card moves to Proposal sent with the estimated budget.
Projects on track
Once the contract is signed, the client enters Projects and every stage through delivery stays visible.
Nothing forgotten
Whoever said they'd review gets a follow-up, and a contract close to ending is already in Renewal.
Features
What comes ready for your consulting firm
Project record
Industry, client size, main challenge, estimated budget, and desired start date, already on the deal record.
Contract type
Fixed-scope project, monthly retainer, hourly, or training: know how each client buys.
Who decides
Decision maker, sponsor, point of contact, and finance: each contact with their role on the deal.
Renewal pipeline
Contracts close to ending enter Renewal with the continuation proposal.
Loss reasons
Price, no budget, scope not agreed, handled in-house: find out why it didn't close.
Team queue
Contacts are split across consultants, and the manager sees who is available.
WhatsApp and AI Agent
Your firm'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
Partners and consultants on the same number, with a queue, transfers, and internal notes the client never sees.
Project groups
The WhatsApp group with the client lives inside the CRM, alongside the project history.
Files in the conversation
Proposals, reports, and presentations 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 firm's voice, understands the need, books the discovery meeting, and hands off to the consultant when needed.
The AI Agent is an add-on, from R$ 149 per month.
Example conversation
Hi, do you help small businesses get their finances organized?
We do! Can I book a discovery meeting with a consultant? I have Thursday at 10 AM or 3 PM.
Thursday at 10 AM.
Done, discovery meeting booked for Thursday at 10 AM. 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 consulting firms.
We already track everything in a spreadsheet.
A spreadsheet doesn't tell you who is waiting for a reply. In Cockpit, every proposal and every contract has a next step scheduled.
We don't have time to learn another system.
The CRM comes with the consulting 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 firm 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 firm already organized.
In minutes the CRM is ready with consulting pipelines, the project record, and WhatsApp connected.
Try it free for 7 days7 days free, no card required.
Other industries
See also.
- CRM for marketing agenciesReady-made pipelines: Sales, Onboarding, RenewalSee how it works →
- CRM for accounting firmsReady-made pipelines: Sales, Onboarding, Annual fee increaseSee how it works →
- CRM for law firmsReady-made pipelines: Intake, CasesSee how it works →
- CRM for B2B companiesReady-made pipelines: Prospecting, Sales, RenewalSee how it works →