COCKPITAI
Cockpit CRM · Real estate agencies

CRM for real estate agency with WhatsApp

The CRM with WhatsApp built for how a real estate agency works: portal leads, showing calendar, offers, paperwork and rentals under control.

Try it free for 7 daysSee plans

7 days free, no card required. Plans from R$ 99 per month.

At a real estate agency, clients rarely arrive through a single channel. They see a property on a listing site, message on WhatsApp, view it with an agent, disappear for two weeks and come back asking about another neighborhood. If each agent keeps all of that on their own phone, the agency doesn't know who served whom, which viewing turned into an offer and which deal went cold waiting on the bank.

Cockpit CRM brings it all onto one screen: a lead who arrives through WhatsApp, the website form or Facebook enters with a deal already open, and if the client already has a deal in progress, the conversation lands on it instead of creating a duplicate. The Sales, Rental and Listing pipelines come with the stages of the market, and property listings, the viewing calendar and the contract draft live inside the same system.

The problem

Where your agency loses deals today

With Cockpit, every client and every property has a place in the pipeline and a next step scheduled.

Ready-made pipelines

Three ready-made pipelines, from listing to keys

The stages below come set up when you create your account, and you can adjust them to how your team works.

Sales

From the portal lead to the signed deed.

  1. Lead
  2. Contact
  3. Showing scheduled
  4. Offer
  5. Paperwork / bank
  6. Deed signed
  7. Lost

Rentals

From the showing to the credit check, guarantee and keys handed over.

  1. Lead
  2. Showing
  3. Application / credit check
  4. Guarantee
  5. Lease
  6. Keys handed over
  7. Lost

Listings

From the owner contact to the published property.

  1. Owner contact
  2. Appraisal
  3. Paperwork
  4. Authorization / exclusive listing
  5. Published
  6. Dropped out
A day at work

What the routine looks like with the CRM.

  1. Leads already in the CRM

    Overnight conversations are already in the CRM, with the source and the agent.

  2. Showing scheduled

    The client confirms on WhatsApp and the card moves to Showing scheduled.

  3. Property in the conversation

    The agent sends photos and details straight from the property catalog.

  4. Offer on the table

    Payment, financing and guarantee noted, and the draft contract comes out of the deal.

  5. Nobody forgotten

    Anyone who asked to think it over gets a reminder, and the owner in Listings has a next step.

Features

What comes ready for your agency

WhatsApp and AI Agent

Your agency's WhatsApp, inside the CRM

  • Every conversation becomes a deal

    Whoever messages you on WhatsApp enters the CRM with an open deal, with no duplicates.

  • Team inbox

    All your agents on the same number, with a queue, transfers and internal notes.

  • Quick replies

    Application documents, showing hours, address: one click and a standardized answer goes out.

  • Photos and documents

    Property photos, title records and receipts 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, answers questions, qualifies the client, books the showing and hands off to the agent.

The AI Agent is an add-on, from R$ 149 per month.

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 real estate agencies.

Does the CRM have separate pipelines for sales and rentals?

Yes. The agency starts with three pipelines: Sales, Rental and Listing (from first contact with the owner to the published property). Each has its own stages, such as viewing scheduled, offer, credit check and key handover, and everything can be adjusted.

Can I list properties and show them to clients?

Yes. The property listings store photos and features (apartment, house, land, office, warehouse) and there is a public showcase to show clients. The viewing is scheduled on the deal itself, with the property, the client and the agent in charge.

How do I keep track of rentals after the contract is closed?

Closed rentals are organized in a rental tracker, with tenant, owner and guarantor in the same place. The contract draft is built from the deal data, with no need to type everything again.

Does each agent see only their own clients?

It depends on the profile. There are access profiles (owner, manager, salesperson and supervisor) and each person sees only what their profile allows. Management follows the whole picture, and leads can be distributed among agents through a service queue.

We already advertise on the portals.

Cockpit handles what comes after the listing: the first contact, the showing, the offer, the paperwork and the keys.

My agents won't use another system.

The CRM comes with your agency's pipelines and WhatsApp on the same screen. Your agents keep 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 each agent's client book?

Each agency has its own separate workspace, and each agent 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.

See all details and add-ons →

Start today with your agency already organized.

In minutes your CRM is ready with sales, rentals and listings pipelines, the property catalog and WhatsApp connected.

Try it free for 7 days

7 days free, no card required.

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