Customer and deal workspace

Keep contacts, deals, and next steps where the work happens.

Cockpit CRM brings customer context, activities, files, tasks, and pipeline work together so follow-ups do not disappear across inboxes and separate tools.

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Why this tool matters

Built for outcomes, not just another report.

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Central customer context

Store contacts, companies, activities, notes, and files in one shared workspace.

Clear deal pipeline

Track opportunities and follow-ups with less spreadsheet maintenance and fewer lost handovers.

Connected to marketing work

Use CRM context alongside lead generation, chatbot conversations, tasks, and campaign planning.

Workflow

From signal to execution in one place.

Cockpit is strongest when analysis, AI support, and next steps stay connected instead of spreading across separate tools.

1

Add contacts and companies

Build a structured customer database with the information your team actually uses.

2

Track activities and deals

Keep calls, notes, follow-ups, and pipeline status visible in one place.

3

Organize follow-up work

Turn customer context into reminders, tasks, and next actions without changing tools.

Typical use cases

  • Small-business sales organization
  • Agency client and lead management
  • Follow-up tracking for marketing leads
  • Follow-up management after chatbot, form, or campaign leads
  • Keeping sales notes, files, activities, and tasks together
CRM

Try the tool inside your free Cockpit account.

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Connected workflows

Works even better with related Cockpit tools.

Tool-specific pages are only the entry point. The real advantage is the connected toolbox behind them.

Frequently asked questions

Short answers before you test the tool in Cockpit.

Is the CRM only for sales teams?

No. It also helps agencies, SMEs, and operators keep customer, project, and lead context structured.

Can I start without importing a large database?

Yes. You can start lean and grow the CRM around real contacts, deals, and follow-ups over time.

Why use the Cockpit CRM instead of a separate CRM only?

It keeps customer context closer to marketing, website, AI, and task workflows, which reduces tool switching for smaller teams.

Can the CRM support practical team handovers?

Yes. Contacts, companies, activities, notes, files, and tasks can be organized so follow-ups remain visible beyond one inbox.

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