COCKPITAI
Cockpit CRM · CRM with WhatsApp and an AI Agent

CRM with WhatsApp for your industry

Pipelines, stages and fields ready for your type of business, WhatsApp inside the CRM and an AI Agent that answers customers. Try it free for 7 days, no card required. Plans from R$ 99 per month.

  • 23industries ready
  • 7free days
  • R$ 99from, per month
By industry

Pick your industry and see how it looks.

Each page shows the ready-made pipelines, a day at work with the CRM, WhatsApp and the most common questions in that industry.

What every plan includes

WhatsApp, team and AI in one place.

Only need to answer on WhatsApp?

Atende Mira IA is WhatsApp customer service with a bot and AI, and it already comes with one line. If you later want to organize sales, just add the pipeline.

Learn about Atende Mira IA and pricing →

Plans

One price for the team, everything included.

You pay for the size of your team, not per feature. Prices in Brazilian reais.

How it works

From account to first conversation, in four steps.

  1. Choose your industryThe CRM starts with the pipelines, stages and fields for your type of business.
  2. Create your free account7-day trial, no card required.
  3. Connect WhatsAppThrough the official API or by QR code, and the team answers inside the CRM.
  4. Work the pipelineEvery customer with a next step scheduled, and the AI Agent if you add it.
AI Agents

8 AI pilots working in your CRM.

Each pilot has a fixed job: management, pipeline, data quality, follow-up, marketing, relationships, people and finance. Connected to your CRM, you ask in plain language and it answers with the number.

Atlas, Team Captain
01 Atlas
Pulso, Pipeline Intelligence
02 Pulso
Zelo, CRM Guardian
03 Zelo
Lumi, Follow-up Intelligence
04 Lumi
Mike, Marketing Intelligence
05 Mike
Mira, Relationship Intelligence
06 Mira
Flora, People Intelligence
07 Flora
Íris, Financial Intelligence
08 Íris
The team

One pilot for every question your operation asks.

Two pilots never answer the same question: that is how the team knows who to ask. Atlas is the captain — it answers to management and checks what the others see.

01

Atlas

Captain
Team Captain

“What is happening in the operation?”

The CRM's executive cockpit: shows what is happening in the operation and takes the manager to the right pilot to handle each situation.

Chat on the website · Bitrix24 and Zoho One
02

Pulso

Pipeline Intelligence

“Where is the money stuck and what has the potential to move forward?”

Reads the pipeline, shows where the money is stuck and points out which deals need attention.

Answers through the panel and Atlas
03

Zelo

CRM Guardian

“Can I trust the data?”

Finds and cleans up the mess in your records — from data to structure — so you can trust the numbers.

Answers through the panel and Atlas
04

Lumi

Follow-up Intelligence

“What needs to be done now — and is the team doing it?”

Helps keep opportunities from being forgotten: prioritizes what each salesperson should do, reminds the team of the next step and checks that the work was done.

Chat on the website · Bitrix24 and Zoho One
05

Mike

Marketing Intelligence

“Which campaigns bring deals that become sales?”

Reads every incoming deal — hot, warm or cold — and shows which campaigns bring sales.

Answers through the panel and Atlas
06

Mira

Relationship Intelligence

“How is the relationship — and who is at risk of leaving?”

Asks the customer what they thought, turns the score into an index, points out who is at risk of leaving — and answers on official WhatsApp and through the chatbot.

Chat on the website · Bitrix24
07

Flora

People Intelligence

“Who to hire, and how is the team developing?”

The whole HR function, area by area: requests and announcements, payroll and timekeeping, development, support for leaders, recruiting and compensation.

Answers through the panel and Atlas
08

Íris

Financial Intelligence

“Is the money coming in — and will there be some left?”

Brings together what the CRM sold with what finance invoiced and received: who owes money, how much comes in and goes out in the coming weeks, and what makes the numbers wrong.

Answers through the panel and Atlas
The team map

Each pilot linked to what it touches in your CRM.

In the center, the CRM. Around it, what the pilots read and write: deals, contacts, tasks, goals, WhatsApp and automations. Where two lines reach the same point, two pilots work there, each with its own question.

Seu CRMO que o piloto lê ou escrevePassa trabalho para outro pilotoClique num piloto ou numa área para ver as ligações.
How the pilots work

From account to first answer in four laps.

  1. Sign inEmail and password.
  2. Choose your driversBuild your team with the pilots your operation needs. The ones coming soon let you sign up for a heads-up.
  3. Connect your CRMIn the Integrations tab: Bitrix24 or Zoho One, using the CRM's own authorization.
  4. Ask“Who sold the most this month?” — the pilot checks and answers, showing the filter it used.
Integrations

The pilots read the CRM you already use.

Bitrix24

Deals, leads, contacts, companies, tasks, smart processes and activities. The pilots answer with the permissions of whoever connected — a salesperson sees their own accounts; management sees the whole operation.

Available

Requires the Cockpit AI app installed in your Bitrix24.

Zoho One

Your organization's Zoho CRM: deals, leads, contacts, accounts, tasks and calls. Read-only, using your own Zoho user's access.

Available

Atlas and Lumi chat about Zoho; the other pilots come next.

Cockpit CRM

Try the CRM for your industry.

Pipelines, contacts, calendar and dashboard ready for real estate, clinics, law, accounting, solar energy, gyms and more. 7 days free, no card required.