Sales
From lead to visit, simulation, reservation, financing, contract, and transfer to the lender.
- Lead
- Contacted
- Sales center / model unit visit
- Simulation
- Offer / reservation
- Credit review
- Contract
- Transfer to lender
- Lost
Cockpit CRM · Builders and developers
CRM for builder and developer with WhatsApp
The real estate developer CRM with WhatsApp built for your daily routine: sales center, simulation, unit reservation on the availability chart, and financing through to the lender handoff.
7 days free, no card required. Plans from R$ 99 per month.
From the sales center to the lender handoff, no unit sold twice.
The problem
Where your company loses sales today
Ad leads go cold
A prospect messages on WhatsApp at night, and by the time the agent replies, they have already toured another model unit.
Availability chart in a spreadsheet
Everyone has their own version of the price table, and the same unit gets offered to two buyers.
Financing with no follow-up
Documents, underwriting, and the bank correspondent: the buyer hears nothing and gives up midway.
Partners out of control
Brokerages and on-site shifts bring in buyers, but nobody knows who brought whom or where it stalled.
With Cockpit, every buyer has a place in the pipeline and every unit has an owner.
Ready-made pipelines
One ready-made pipeline, from first contact to lender handoff
The stages below come set up when you create your account, and you can adjust them to how your team works.
A day at work
What the routine looks like with the CRM.
The sales center opens the queue
Overnight conversations are already in the CRM, with the development and where the contact came from.
Model unit visit
The buyer confirms on WhatsApp and the card moves to Sales center / model unit visit.
Simulation on the record
Household income, down payment, and financing option stay on the deal record.
Unit reserved
The agent picks the unit and it is reserved on the availability chart for the whole team.
Financing on track
Anyone in credit review has a next step scheduled through to the transfer to the lender.
Features
What comes ready for your company
Sales availability chart
Each development by tower and floor: unit available, reserved, sold, or blocked.
Automatic reservation
The unit chosen on the deal is reserved, becomes sold at the lender transfer, and goes back to available if the deal is lost.
Buyer record
Development, unit type, household income, down payment, and financing option on every deal.
Sales center queue
Contacts are distributed across agents, and the manager sees who is online to take them.
Sources and partners
Sales center, on-site shift, partner brokerage, listing portals, sales fair, and referral: find out where each sale comes from.
Loss reasons
Financing, down payment, construction timeline: find out why each sale didn't close.
WhatsApp and AI Agent
Your sales center'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 duplicates for anyone already being served.
Team inbox
Agents and management on the same number, with a queue, transfers, and internal notes.
Quick replies
Sales center address, model unit hours, documents for financing: one click and the answer goes out consistent every time.
Floor plans and documents
Floor plans, price tables, and buyer documents stay in the conversation and in the deal's history.
Replies instantly, even in the middle of the night
The AI Agent answers on WhatsApp in your company's voice, answers questions, qualifies the buyer, books the visit, and hands off to an agent.
The AI Agent is an add-on, from R$ 149 per month.
Example conversation
Hi, I saw the ad for the residential project. Do you still have 2-bedroom units? Is financing available?
Hi! Yes, we do, and financing is available. Would you like to see the model unit? I have Saturday at 10 AM or 2 PM.
Saturday at 10 AM.
Done, visit booked for Saturday at 10 AM. An agent will greet you at the sales center!
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 builders and developers.
Our availability chart already lives in a spreadsheet.
In Cockpit the chart moves together with the deal: reserved, sold, or lost, the unit updates on its own for the whole team.
Agents won't use another system.
The CRM comes with the developer pipeline and WhatsApp on the same screen. Agents keep 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 buyer data?
Each developer has its own separate workspace, and each agent 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 sales center already organized.
In minutes the CRM is ready with the developer pipeline, the sales availability chart, and WhatsApp connected.
Try it free for 7 days7 days free, no card required.
Other industries
See also.
- CRM for real estate agenciesReady-made pipelines: Sales, Rentals, ListingsSee how it works →
- CRM for custom furniture storesReady-made pipelines: Sales, Production and installation, After-sales serviceSee how it works →
- CRM for lenders and loan brokersReady-made pipelines: Loans, Insurance and group plans, RelationshipSee how it works →
- CRM for solar energy companiesReady-made pipelines: Sales, Design and installation, After-salesSee how it works →