Sales
From first contact to closed sale.
- Lead
- Service
- Quote
- Negotiation
- Sale closed
- Lost
Cockpit CRM · Retail and resale stores
CRM for retail and resale store with WhatsApp
The CRM with WhatsApp built for how your store works: customer service, quotes with products from your catalog, closed sales and after-sales follow-up that brings customers back.
7 days free, no card required. Plans from R$ 99 per month.
From first contact to repeat purchase, no customer goes unanswered.
The problem
Where your store loses sales today
Price questions left unanswered
A customer asks the price on WhatsApp or Instagram and, by the time the salesperson replies, they have already bought at another store.
Quotes that go cold
The customer asks for a quote, says they will check with the family and nobody calls back.
Customers in the salesperson's pocket
Each salesperson chats from their own phone and, when they leave, the customers leave with them.
Sales that end at the register
After delivery, nobody asks whether they liked it and the customer only returns if they remember the store.
With Cockpit, every customer has a place in the pipeline and a next step scheduled.
Ready-made pipelines
Two ready-made pipelines, from first contact to repeat purchase
The stages below come set up when you create your account, and you can adjust them to how your team works.
After-sales
From delivery to satisfaction and repeat purchase.
- Delivered
- Satisfaction check
- Repurchase offer
- Bought again
- Not interested
A day at work
What the routine looks like with the CRM.
The store opens the queue
Overnight conversations are already in the CRM, with the customer and where the contact came from.
Queue distributed
Contacts land in the queue and each salesperson handles theirs, with nobody cutting in line.
Instant quote
The salesperson builds the quote with products from the catalog, price and stock in plain view.
Sale closed
Payment method agreed, the card moves to Sale closed and the sale is recorded.
After-sales up to date
Anyone who said they would think about it gets a reminder, and anyone who bought is already in the After-sales pipeline.
Features
What comes ready for your store
Catalog with stock
Add your products with price and stock, in categories that come ready, and use them straight in the quote.
Items and sale on the deal
Products go onto the deal as line items, and the closed sale is recorded with what was sold.
Store fields
Product of interest, payment method (instant transfer, card, store credit) and when they want to buy.
Salesperson queue
Contacts are distributed among the team, and the manager sees who is online to take them.
Loss reasons
Price, out of stock, credit denied, just browsing: find out why each sale didn't close.
Access profiles
Salespeople, manager and owner each see what they need. The owner sees everything.
WhatsApp and AI Agent
Your store's WhatsApp inside the CRM
Every conversation becomes a customer
Anyone who messages on WhatsApp enters the CRM with a deal already open, with no duplicates for existing customers.
Team inbox
All your salespeople on the same number, with a queue, transfers and internal notes the customer can't see.
Quick replies
Address, hours, payment methods, delivery: one click and the reply goes out standardized.
Photos and catalog
Product photos, 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 store's voice, answers questions, understands what the customer is looking for 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 have this sneaker in size 42? Can I pay in installments by card?
Hi! Yes, we offer card installments. I'll confirm size 42 with the salesperson. Would you rather pick it up at the store or have it delivered?
I'll pick it up at the store tomorrow.
Great! I've passed it to the salesperson, who will confirm with you shortly.
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 retail and resale stores.
I already have a point-of-sale system.
Cockpit handles what comes before and after the register: customer service, the quote, after-sales and repeat purchases. Your register stays where it is.
My salespeople won't want to change.
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 if a salesperson leaves the store?
Customers and conversations stay with the store, in the CRM. Each salesperson 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 retail pipelines, the product catalog and WhatsApp connected.
Try it free for 7 days7 days free, no card required.
Other industries
See also.
- CRM for optical storesReady-made pipelines: Sales, Prescription renewalSee how it works →
- CRM for custom furniture storesReady-made pipelines: Sales, Production and installation, After-sales serviceSee how it works →
- CRM for car dealershipsReady-made pipelines: Sales, ServiceSee how it works →
- CRM for B2B companiesReady-made pipelines: Prospecting, Sales, RenewalSee how it works →