Sales
From first contact to signed contract.
- Lead
- Visit / briefing
- Measurement
- 3D design
- Design presentation
- Negotiation
- Contract signed
- Lost
Cockpit CRM · Custom furniture and cabinetry stores
CRM for custom furniture store with WhatsApp
The CRM with WhatsApp built for how your showroom works: measurements, 3D design, contract, production, installation and after-sales service in one place.
7 days free, no card required. Plans from R$ 99 per month.
From the first brief to the final install, no project gets left behind.
The problem
Where your store loses sales today
Leads that go cold
A customer messages on WhatsApp asking for a kitchen quote and, by the time someone replies, they have already gone to another store.
Designs nobody follows up on
The 3D design is presented, the couple says they will think about it and nobody calls back.
Construction delays that shift your schedule
The key handover is delayed, the customer postpones and the deal fades from memory without anyone noticing.
Production in the dark
After the contract is signed, the customer asks about installation and the store can't say where things stand.
With Cockpit, every project has a place in the pipeline and a next step scheduled.
Ready-made pipelines
Three ready-made pipelines, from first contact to after-sales service
The stages below come set up when you create your account, and you can adjust them to how your team works.
Production and installation
From checking measurements to finished installation.
- Measurement check
- In production
- Delivery scheduled
- Being installed
- Installed
- Canceled
After-sales service
Customer requests through to resolution.
- Request opened
- Technical visit
- Resolved
- Unresolved
A day at work
What the routine looks like with the CRM.
The queue opens early
Overnight conversations are already in the CRM, with the customer and where the contact came from.
Measurement scheduled
The customer confirms on WhatsApp and the card moves to Measurement.
Design on the record
The 3D design is attached to the deal, along with the rooms and the architect.
Contract signed
The deal moves on its own to Production and installation and the order is created on the record.
Nobody forgotten
Anyone who asked for time to think gets a reminder, and every after-sales request stays open and tracked.
Features
What comes ready for your store
Production and installation
Checks, factory, delivery and installation in stages, and the deal moves along with the production order.
Designs on the deal
Attach the design as a PDF or image to the record and keep everything about the customer together.
Architect and commission
The architect is added to the contact and the commission is recorded in the deal data.
Construction and key handover
Rooms, property status and the key handover date on the record, so you follow up at the right time.
Loss reasons
Price, timing, construction postponed, bought ready-made: find out why each project didn't close.
Queue and profiles
Contacts are distributed among your salespeople, and each one sees what they need. The owner sees everything.
WhatsApp and AI Agent
Your store's WhatsApp inside the CRM
Every conversation becomes a deal
Anyone who messages on WhatsApp enters the CRM with a deal already open, with no duplicates for existing customers.
Team inbox
Salespeople and designers on the same number, with a queue, transfers and internal notes the customer can't see.
Quick replies
Showroom address, opening hours, how measurement works: one click and the reply goes out standardized.
Photos and designs
Floor plans, photos of the space and designs stay in the conversation and in the customer's history.
Replies instantly, even in the middle of the night
The AI Agent answers on WhatsApp in your store's voice, answers questions, schedules the visit and hands off to a salesperson when needed.
The AI Agent is an add-on, from R$ 149 per month.
Example conversation
Hi, do you make custom kitchens? My apartment will be ready in March.
We do! Can I schedule a showroom visit for the briefing? I have Thursday at 10 AM or Saturday at 9 AM.
Saturday at 9 AM works great.
All set, your visit is booked for Saturday at 9 AM. Bring your apartment's floor plan!
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 custom furniture stores.
We already use a design program.
Cockpit handles what comes before and after the design: the contact, the negotiation, production and after-sales service. Your design program stays exactly as it is.
My salespeople don't have time to learn another system.
The CRM comes with your store's pipelines and WhatsApp on the same screen. Your salespeople work where they already work, just organized.
Will I lose my WhatsApp number?
No. With the official API and Coex, your number also keeps working on the phone app. You can also connect by QR code.
What about my customers' data?
Each store has its own separate workspace, and each team member sees only 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 store already organized.
In minutes your CRM is ready, with the custom furniture pipelines, production tracking and WhatsApp connected.
Try it free for 7 days7 days free, no card required.
Other industries
See also.
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