The CRM for closers and setters
The setter-closer model lives on the handover: who set, who closed, what was discussed? The Cockpit records every station.
Get startedSetting with a system
Setters work lists in the power dialer, document every outcome and book the appointment straight into the closer's calendar.
Clean handover to the closer
Setter and closer are recorded on the deal; call history, notes and recordings are attached — the closer walks in prepared.
Shows instead of no-shows
Confirmations and reminders run automatically; appointment outcomes are captured so you can see and reduce no-show rates.
Make performance visible
Appointments set, calls held, deals closed — traceable per person, including AI call scores for coaching.
Frequently asked questions
Can setters book directly into the closer's calendar?+
Yes — event types can be assigned to members, and availability comes from their synced calendars.
Do we see which setter initiated which close?+
Yes, setter and closer are tracked on the deal — enabling attribution and per-person evaluation.
How do we review call quality?+
Recordings with transcript and AI score live on the deal and can be shared with the team via link — ideal for onboarding and coaching.
Does it work with external setters?+
Yes — members join the workspace by invitation and only see that workspace, with a role and permissions.