The CRM for coaches and consultants
Your prospects come from ads, Instagram and referrals — your business runs on discovery calls. The Cockpit turns that into one flow instead of five tools.
Get startedEvery inquiry in one place
Funnel, form or import: every inquiry automatically becomes a deal in your pipeline — with its source, so you know which channel actually brings clients.
Discovery calls book themselves
Prospects pick their slot on your booking page — matched against your calendar, confirmed by email, documented on the deal.
Follow-ups run automatically
No prospect slips through anymore: reminders, email sequences and tasks are handled by automation — you just hold the conversations.
From call to contract
Create the offer straight from the deal and get it signed digitally — no printing, no third-party tool.
Frequently asked questions
I work alone — is a CRM even worth it?+
Especially then: the Cockpit does the work you don't have a team for — follow-ups, scheduling, documents. Start solo and simply invite a setter or assistant later.
Does it work with my ads and my funnel?+
Yes. Either build the funnel directly in the Cockpit, or push leads in via webhook from your existing tools — both land in the same pipeline.
Can I keep waitlist and clients separate?+
Yes — with multiple pipelines and stages you model your process, from first contact through discovery call to ongoing coaching.
How fast am I up and running?+
Create the workspace, set up your booking page, connect a funnel or import — the core is ready in under an hour.