Sales
From the quote request to the contract and deposit.
- Lead
- Tour / tasting
- Quote
- Negotiation
- Contract and deposit
- Lost
Cockpit CRM · Caterers, venues and event planners
CRM for catering and event venue with WhatsApp
The CRM with WhatsApp built for how events work: tours and tastings, quotes with packages, contracts with deposits and a date calendar for each venue.
7 days free, no card required. Plans from R$ 99 per month.
From the first tour to the party ready to go, no date falls through the cracks.
The problem
Where your catering business loses events today
Quote requests left unanswered
The bride messages on WhatsApp at night asking for prices and, by the time someone replies, she has already toured another venue.
Tastings that don't become contracts
The family tours, tries the menu, says they will talk it over at home and nobody calls back.
A date booked twice
The calendar lives in a notebook or in someone's head, and the same hall is promised to two clients.
Event booked and forgotten
After the deposit, the details get lost in scattered chats and the final meeting is left for the last minute.
With Cockpit, every event has a place in the pipeline and a next step scheduled.
Ready-made pipelines
Two ready-made pipelines, from first contact to the event
The stages below come set up when you create your account, and you can adjust them to how your team works.
Execution
From planning to the event itself.
- Planning
- Final meeting
- Event held
- Canceled
A day at work
What the routine looks like with the CRM.
The team opens the queue
Overnight requests are already in the CRM, with the event type and where the contact came from.
Date checked
When you set the date on the record, the CRM warns you if the hall is already booked that day.
Tour and tasting
The family confirms on WhatsApp and the card moves to Tour / tasting.
Quote ready
The salesperson builds the quote with the packages and add-ons from the venue's catalog.
Deposit and execution
At contract and deposit, the deal moves on its own to Execution, already in Planning.
Features
What comes ready for your venue
Date calendar by venue
See the month with every date per hall or outdoor area and get a warning when a date is already taken.
Event record
Event type, date, guest count and location live on the record, in plain view of the whole team.
Packages and add-ons
Add menus, packages, add-ons and services in categories that come ready to use, and use them in the quote.
From contract to execution
Once it closes with a deposit, the event enters the Execution pipeline through to the final meeting and the party.
Loss reasons
Price, date unavailable, capacity, went with another venue: find out why it did not close.
Queue and access profiles
Contacts are split among the salespeople, and each one only sees what their profile allows.
WhatsApp and AI Agent
Your catering business's WhatsApp, inside the CRM
Every conversation becomes an event
Whoever messages you on WhatsApp enters the CRM with an open deal, with no duplicates for existing clients.
Team inbox
Salespeople and event coordinators on the same number, with a queue, transfers and internal notes the client never sees.
Quick replies
Address, hall capacities, tour hours: one click and a standardized answer goes out.
Photos and documents
Venue photos, menus and contracts 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 business's voice, answers questions, books the tour and hands off to the salesperson when needed.
The AI Agent is an add-on, from R$ 149 per month.
Example conversation
Hi! Do you have an open date in May for a wedding with 180 guests?
Hi! We have dates in May in the main hall, which holds 180 guests. How about booking a tour with a tasting?
Could we do Saturday afternoon?
All set, your tour is booked for Saturday at 3 PM. See you 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 caterers and event venues.
I already manage the calendar in a spreadsheet.
In Cockpit the date lives on the event record, with a warning when a date is taken at a venue. Nobody promises the same hall twice.
My team has no time for this.
The CRM comes with event pipelines and WhatsApp on the same screen. Your team keeps working where they already work, 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 my clients' data?
Each company has its own separate workspace, and each team member only sees what their profile 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 business already organized.
In minutes your CRM is ready with event pipelines, the date calendar and WhatsApp connected.
Try it free for 7 days7 days free, no card required.
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See also.
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