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Overview
Cockpit automates call and meeting documentation, turning every interaction into structured notes, CRM updates, and actionable follow-ups. While its full automation setup takes initial adjustment, it delivers rapid summaries and CRM enrichment with customizable AI workflows and coaching insights. Overall, it streamlines conversational data and strengthens call-to-CRM efficiency.
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Starting Price
Custom
Cockpit Specifications
- Call Recording And Transcription
- Call Reporting And Analytics
- CRM Integration
- Real-Time Dashboard
What Is Cockpit?
Cockpit is an Artificial Intelligence (AI) driven conversational assistant that transforms calls and meetings into structured summaries and Customer Relationship Management (CRM) actions. It targets sales, support, and customer success teams by automating note-taking, CRM field enrichment, and task creation from recorded calls. Built-in AI coaching evaluates conversations against playbooks, helping teams improve consistency and follow-up execution. Cockpit also supports on-demand search of past interactions for insights.
Cockpit Pricing
The software offers multiple plans to cater to different teams:
- Free: €0 with limited call minutes and summary tasks
- Notetaker: €20/user/month
- Sales Assistant: €30/user/month (a 15-day free trial is also available)
Disclaimer: The pricing is subject to change.
Cockpit Integrations
The platform integrates with several third-party applications and systems, such as:
- Zoom
- HubSpot CRM software
- Pipedrive
- Odoo
- Sellsy
Who Is Cockpit For?
The software is well-suited for a wide range of industries and sectors, including:
- Sales teams (B2B)
- Customer success departments
- Support centers
- Operations teams
- Customer service teams
Is Cockpit Right For You?
If call documentation, CRM accuracy, and follow-up execution slow your operations, Cockpit automates these tasks using AI so teams spend less time on manual data entry and more on customer conversations. Its automated summaries, CRM enrichment, and coaching insights support sales directors, support leads, and operational teams that rely on accurate conversational data. Cockpit also complies with GDPR and enterprise-grade security standards. The data is encrypted and stored in Europe, allowing admins to keep full control over task-level permissions.
Still doubtful if Cockpit software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Cockpit Features
Structured Call Summaries
Among the core Cockpit features, this capability generates clear, customized summaries from recorded calls, extracting decisions, next steps, and risks. Those structured summaries reduce the manual effort needed to interpret conversations and ensure essential details flow directly into reporting and CRM systems.
Automated CRM Field Enrichment
With CRM Autofill, the platform maps transcript evidence to CRM fields, keeping records accurate. By automatically enriching picklists, custom fields, and linked objects, teams avoid repetitive data entry and maintain consistent, reliable pipelines.
Conversational Search Tools
The ‘AskAnything’ function lets teams query past calls and surface patterns or responses instantly. By turning the call library into a searchable knowledge base, Cockpit provides quick context for meeting prep or trend analysis.
AI Coaching And Playbook Evaluation
Cockpit scores conversations against sales frameworks like BANT or MEDDIC and suggests tailored coaching tips. This feature reveals gaps and improvement points within calls, helping managers guide reps with evidence-backed insights.
Pros And Cons of Cockpit
Pros
The note-taking feature provides clear AI-generated summaries for calls
Saves time through mapping transcript evidence to CRM fields, keeping records accurate
Improves sales performance with actionable insights
Cons
Real-time call capabilities could improve
Summaries sometimes offer snippets over deep insights
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Frequently Asked Questions
Who are the typical users of Cockpit?
Typical users include sales teams, customer success teams, support departments, and operations groups.
What language does Cockpit support?
The software supports French and English only.
Does Cockpit have a mobile app?
No, Cockpit doesn’t offer a mobile app.
What level of support does Cockpit offer?
The platform provides support with priority on higher plans and general assistance for all users. It also offers FAQs and a trust center.
Does Cockpit offer an API?
Yes, Cockpit offers an API.
What other apps does Cockpit integrate with?
The platform integrates with multiple third-party applications and systems, including Zoom, HubSpot CRM, Pipedrive, Odoo, and Sellsy.
What types of price plans are available?
Cockpit cost includes a Free plan, Notetaker at €20/user/month, and Sales Assistant at €30/user/month. Contact us to request a personalized Cockpit cost quote based on your institution's requirements.