Ready
Follow Up Boss
Connect your Follow Up Boss account and Cockpit picks up your leads, deals, calls, texts and agents, and stays up to date through the day.
- Nothing changes in Follow Up Boss
- Set up with us in one session
Integrations
Keep your CRM. Bring your history.
Cockpit works alongside the tools your team already uses. Your agents don't change a thing; you get the view from above.
Ready
Lofty
Sign in with Lofty and Cockpit picks up your leads, transactions, team and activity, and stays up to date through the day.
- Nothing changes in Lofty
- Sign in with your Lofty account
Works with any CRM
Spreadsheet upload
Export your clients and deals from any CRM or spreadsheet and upload them. You see what's coming in before anything changes, and you can undo it for a week.
- Excel or CSV
- Contact preferences kept
- Preview first
Notes back in Follow Up Boss, if you want them. An owner can let Cockpit add a short note to Follow Up Boss, for example when a lead has been answered. It's off unless you turn it on, and you see each note before it's added.
We connect each pilot team's CRM together with you during the set-up week. Using a different CRM? The spreadsheet upload works with all of them, and we'd like to hear which one you use.
How connecting works
Up and running in an afternoon.
- ConnectThe team owner connects your CRM in a few clicks, with us on the call if you'd like.
- Match your teamCockpit lines up the people in your CRM with your team, and you confirm the list.
- First lookYour leads, deals and activity come in, and you see the totals before the first briefing.
- Every morningCockpit keeps up through the day and your briefing is ready before you start.