Keep contact details within reach.
See contact information in one place instead of scattered notes.
CRM & contacts
CRM software for your leads and customer conversations.
Your funnel captures the enquiry. Your contact management keeps track of each person’s interests and what should happen next.
- Start without coding
- Your content. Your brand.
- Pages and marketing in one cockpit
See how the result comes together.
From the first setting to the finished result: explore the workflow inside the product.
See your contacts. Find enquiries in your contact list. Open a contact to prepare the next steps.
Keep the context together. See the contact’s lead group and add a note. Your team knows the context and what matters for the next conversation.
Plan the follow-up. Create a task for the contact. A clear owner and next step help your team work together.
Follow through as a team. See the contact, task and status together. Turn an enquiry into a clear workflow.
Make a difference in your everyday work.
Organise interests meaningfully.
Use tags and lists to organise contacts around your offer.
Make follow-up more personal.
Use notes and existing context to prepare your next conversation.
How to use FunnelCockpit
Follow an inquiry through to the next conversation
Example: A visitor contacts you through your funnel. Keep their needs and next steps in the CRM.
Bring contact details, tags and notes together
Open the CRM contact, check the captured details and add a conversation note. Use recognizable offer tags so you can find relevant contacts again.
Example workflow
Contact: Example prospect. Tag: Workshop. Note: Would like a proposal for their team.
CRM
Prepare a relevant message
Use your contact organization to select the relevant audience in Email Marketing. Write a message with the agreed information and check recipients and consent before sending.
Example workflow
For workshop prospects: Curriculum, available formats and a link to the offer page.
Email
A complete worked example
From new contact to a prepared callback
A service business organises consulting enquiries and records the next step.
A fictional example to recreate. Adapt services, copy and details to your own offer.
Capture the enquiry
Connect the form with contact management. Open a new enquiry and add information from the first contact.
Example contentContact: Sample business Interest: Workshop for the sales team Tag: Team workshop
Record conversation details
Use a note to find agreed points before the next conversation. Coordinate ownership when working as a team.
Example contentNote: Introductory training requested. Still needed: group size and timing. Clarify both during the callback.
Send relevant information
Select the relevant contact group in email marketing and prepare the agreed content.
Example contentSubject: Information about your team workshop Thanks for the conversation. Here are the agenda and topics. Once group size and timing are clear, we can discuss the right setup.
CRM & contacts
The features behind your result.
See the context behind each enquiry
An email address alone tells you little about a prospect. Use contact details, tags and notes to record their needs. Before the next conversation, you can quickly see which offer and information are relevant.
Tags that match your offers
Create a simple structure for topics or offers, such as coaching, training and consulting. Consistent tags and lists help you find contacts and organise communication. Keep the structure manageable enough to maintain in everyday work.
Connect quiz funnels with follow-up
Capture needs through a mobile funnel and plan how each enquiry should be handled in the CRM. Agree who will follow up and what information is needed before a call. Give every enquiry a clear next step.
A shared view of your contacts
Coaches can organise course and consulting interests, businesses can manage enquiries and agencies can structure client workflows. Team access is available with Business. Separate client projects deliberately and decide who should work with which information.
At a glance
FunnelCockpit CRM organises contacts, tags, lists and notes in the same system as your funnels and email marketing. It helps you follow up enquiries consistently. CRM is included in Standard and Business; shared access through team accounts requires Business.
Your questions. Clear answers.
Which plan includes CRM?
CRM is included in Standard and Business. Organise contacts, tags, lists and notes alongside your funnels and emails. Choose Business for shared work with team access.
How do CRM and email marketing work together?
Contact management helps organise information and interests. Email marketing handles newsletters and scheduled message sequences. Both are available in FunnelCockpit and can work together in your process.
Can I bring my existing contacts?
Yes. Import your contacts and map fields and tags to match your offer. Build on your existing relationships and organise further communication in FunnelCockpit. Start with a small sample to check the mapping.
Which teams is the CRM suitable for?
For coaches, agencies and businesses looking to organise enquiries and customer contacts clearly. Tags and notes keep interests and conversation details visible, while email marketing supports relevant communication. Keep the next step in view.
CRM software for your leads and customer conversations.
Your funnel captures the enquiry. Your contact management keeps track of each person’s interests and what should happen next.
Choose a plan & try 14 days for €1