Sales
From the quote request to the job booked.
- Lead
- Contact
- Site visit / diagnosis
- Quote sent
- Negotiation
- Job booked
- Lost
Cockpit CRM · Service businesses
CRM for service company with WhatsApp
The CRM with WhatsApp built for how service providers work: site visits, quotes, scheduled jobs and maintenance at the right time.
7 days free, no card required. Plans from R$ 99 per month.
From the quote request to the finished job, no customer goes unanswered.
The problem
Where your business loses jobs today
Requests that go cold on WhatsApp
A customer asks for an urgent quote and, by the time someone replies, they have already called another provider.
Quotes with no follow-up
The visit is done, the quote is sent and the customer goes quiet. Nobody chases the answer.
Jobs lost in the schedule
A crew out in the field, a date agreed on paper and a pending approval that nobody follows up on.
Customers who don't come back
Once the job is done, nobody offers maintenance and the customer only remembers when something breaks.
With Cockpit, every request has a place in the pipeline and a next step scheduled.
Ready-made pipelines
Three ready-made pipelines, from quote to repeat business
The stages below come set up when you create your account, and you can adjust them to how your team works.
Execution
From scheduling to the job delivered.
- Scheduled
- In progress
- Awaiting approval
- Delivered
- Canceled
Follow-up
Feedback and maintenance offers.
- Feedback
- Maintenance offer
- Rehired
- Not interested
A day at work
What the routine looks like with the CRM.
The queue is already built
Overnight requests are in the CRM, with the service requested, the neighborhood and the source.
Urgent first
Anyone who marked Today (emergency) is handled first and leaves with a visit already booked.
Visit and diagnosis
The technician assesses on site and the card moves to Site visit / diagnosis.
Quote sent
Catalog items go onto the deal and the quote goes out over WhatsApp.
Nobody forgotten
Anyone who hasn't replied gets a reminder, and a delivered job goes straight to feedback.
Features
What comes ready for your business
Request record
Service requested, urgency, neighborhood, preferred date and whether it's for a home, a business or a building.
Product and service catalog
Add what you sell and do, with pricing, and put the items straight into the quote.
Execution pipeline
Scheduled, in progress, awaiting approval and delivered: see where each job stands.
Service queue
Requests are distributed among the team, and the manager sees who is online to take them.
Loss reasons
Price, timing, only wanted a quote, outside the service area: find out why it didn't close.
Job contacts
The customer, the on-site contact and the building manager or management company, each in their own role.
WhatsApp and AI Agent
Your business's WhatsApp inside the CRM
Every conversation becomes a request
Anyone who messages on WhatsApp enters the CRM with a deal already open, with no duplicates for existing customers.
Team inbox
Office staff and technicians on the same number, with a queue, transfers and internal notes the customer can't see.
Quick replies
Service area, hours, how the visit works: one click and the reply goes out standardized.
Photos and documents
Photos of the problem, quotes and receipts 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 business's voice, understands the request, schedules the visit and hands off to the team when needed.
The AI Agent is an add-on, from R$ 149 per month.
Example conversation
Hi, my air conditioner stopped working. Do you cover the downtown area?
Hi! We do. Can I schedule a technician visit? I have tomorrow at 9 AM or 2 PM.
2 PM works great.
All set, your visit is booked for tomorrow at 2 PM. 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 service businesses.
My team is always out in the field.
The request, the quote and the schedule live in one place, and the office sees what stage each job is in.
I don't have time to learn another system.
The CRM comes with the service pipelines and WhatsApp on the same screen. You work where you 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 business 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 business already organized.
In minutes your CRM is ready, with the service pipelines, the request record and WhatsApp connected.
Try it free for 7 days7 days free, no card required.
Other industries
See also.
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