Sales
From the first contact to the signed contract.
- Lead
- Discovery
- Fee proposal
- Negotiation
- Contract signed
- Lost
Cockpit CRM · Accounting firms
CRM for accounting firm with WhatsApp
The CRM with WhatsApp built for how an accounting firm works: discovery, fee proposal, new client onboarding and annual fee increase.
7 days free, no card required. Plans from R$ 99 per month.
In accounting, the sale doesn't end when the contract is signed. After it come the onboarding of the new client, with documents, powers of attorney and the handover from the previous accountant, and, every year, the fee adjustment. When the firm handles each step on its own, the business owner who asked for a quote on WhatsApp is left waiting and the newly signed client starts the relationship dissatisfied.
Cockpit CRM connects those three ends. The Sales pipeline runs from diagnosis to fee proposal and contract; when the contract is signed, the client moves on its own to the Onboarding pipeline; and the Annual adjustment pipeline follows each active client through to the completed adjustment. The record already has the firm's fields: service, tax regime, employees, revenue and monthly fee.
The problem
Where your firm loses clients today
Quote requests that get forgotten
A business owner asks for a proposal on WhatsApp, your team is busy with month-end close, and by the time you reply, he has already hired someone else.
Proposals nobody follows up on
The fee proposal goes out, the client says he will think it over and nobody reaches out to him again.
Onboarding that drags on
Documents, powers of attorney and the handoff from the previous accountant are all scattered, and the new client starts out unhappy.
Fee increases pushed to later
The year rolls over, the fee stays the same, and the increase is only remembered when it is already too late.
With Cockpit, every client has a place in the pipeline and a next step scheduled.
Ready-made pipelines
Three ready-made pipelines, from proposal to fee increase
The stages below come set up when you create your account, and you can adjust them to how your team works.
Onboarding
From documents and access to an active client.
- Documents received
- Powers of attorney and access
- Handoff from previous accountant
- Active client
- Dropped out
Annual fee increase
The new fee proposed at the right time.
- Increase coming up
- Proposal sent
- Fee increased
- 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 each contact and where it came from.
Discovery done
Service, tax regime and headcount are saved on the record, and the card moves to Discovery.
Proposal sent
The consultant logs the monthly fee and sends the proposal over WhatsApp.
Contract signed
The client moves on its own to Onboarding, starting at documents received.
Nobody forgotten
Anyone who said they would think it over gets a follow-up, and each client's fee increase has its scheduled time.
Features
What comes ready for your firm
Automatic onboarding
A signed contract moves the client on its own to Onboarding: documents, powers of attorney and handoff from the previous accountant.
Accounting client record
Service, tax regime, headcount, revenue and monthly fee already come as deal fields.
Annual fee increase pipeline
Every active client's increase is tracked through to Fee increased, without relying on anyone's memory.
Service queue
Contacts are distributed across the team, and the manager sees who is online to take them.
Loss reasons
Fee too high, stayed with the current accountant, no reply: find out why each proposal did not close.
Dashboard by service and tax regime
See deals by company setup, accountant switch, personal income tax or outsourced bookkeeping (BPO), and by tax regime.
WhatsApp and AI Agent
Your firm's WhatsApp, inside the CRM
Every conversation becomes a client
Whoever messages you on WhatsApp enters the CRM with an open deal, with no duplicates for existing clients.
Team inbox
Sales, tax and payroll on the same number, with a queue and internal notes the client never sees.
Quick replies
Document checklists, deadlines, business hours: one click and a standardized answer goes out.
Documents in the conversation
Articles of incorporation, invoices and receipts stay in the conversation and in the client's history.
Replies instantly, even at night
The AI Agent answers on WhatsApp in your firm's voice, answers questions, qualifies the request and hands off to the consultant when needed.
The AI Agent is an add-on, from R$ 149 per month.
Example conversation
Hi, I want to switch accountants. I have a small business with 6 employees.
Hi! We handle the whole switch with your previous accountant. Can I book a call with our consultant? I have tomorrow at 10 AM or 3 PM.
10 AM works great.
All set, your call is booked for tomorrow at 10 AM. 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 accounting firms.
What happens when the client signs the contract?
The deal moves on its own from the Sales pipeline to Onboarding, at the documents received stage. From there it goes through powers of attorney and access, and the transfer from the previous accountant, until the client is active.
Can I see deals by service and by tax regime?
Yes. The record has the service (such as company formation, accountant change, personal income tax or outsourced finance) and the tax regime, and the dashboard shows deals by those two views, along with each one's monthly fee.
How do I avoid forgetting the annual adjustment?
Each active client has their adjustment tracked in a dedicated pipeline, from adjustment coming up to proposal sent and adjustment done. That way the date doesn't depend on anyone's memory.
Does the CRM do bookkeeping or issue tax payment slips?
No. Cockpit handles the firm's relationships and commercial side: quote requests, proposals, onboarding and adjustments. Accounting work stays in the system the firm already uses.
We already use accounting software.
Cockpit handles what comes before and around the accounting: the contact, the proposal, onboarding and the fee increase. Your accounting software stays where it is.
My team has no time for another system.
The CRM comes with your firm's 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 firm 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 firm already organized.
In minutes your CRM is ready with accounting pipelines, client fields and WhatsApp connected.
Try it free for 7 days7 days free, no card required.
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