Follow-up turns the conversation into a call note and a list of tasks. You review it, change what you like, and save it to the right opportunity. Nothing is written without you.
Review before saving
Nothing has been written to the CRM. Edit anything, then save it to the opportunity.
Save to opportunity
Northwind – Managed network migration · Discovery
Call note
Customer wants to discuss a managed network migration after recent outages. Asked about Dallas utilization and current charges, whether the MX68 handles 500 Mbps, and Austin usage. Raised price as a concern. Covered SLA and monitoring, built-in security, and per-site pricing.
Follow-up tasks
Send proposal for both sites by Friday
Save note and 1 task
Review before saving
Nothing has been written to the CRM. Edit anything, then save it to the opportunity.
Save to opportunity
Northwind – Managed network migration · Discovery
Call note
Customer wants a managed network migration after recent outages. Raised price as a concern. Covered SLA, security and per-site pricing.
Follow-up tasks
Send proposal for both sites by Friday
Save note and 1 task
Which account is this call about?
An attendee is linked to more than one account. Nothing is shown until you choose.
Northwind LogisticsMatched by contact email jordan.lee@northwind.example
Northwind FreightMatched by contact email jordan.lee@northwind.example
Review before saving
Nothing has been written to the CRM. Edit anything, then save it to the opportunity.
Save to opportunity
Northwind – Managed network migration · Discovery
Call note
Customer wants to discuss a managed network migration after recent outages. Asked about Dallas utilization and current charges, whether the MX68 handles 500 Mbps, and Austin usage. Raised price as a concern. Covered SLA and monitoring, built-in security, and per-site pricing.
Follow-up tasks
Send proposal for both sites by Friday
Save note and 1 task
A call note you only have to check
What was discussed, what was asked and what was covered, drafted from the conversation itself instead of from memory.
Review before saving
Nothing has been written to the CRM. Edit anything, then save it to the opportunity.
Save to opportunity
Northwind – Managed network migration · Discovery
Call note
Customer wants a managed network migration after recent outages. Raised price as a concern. Covered SLA, security and per-site pricing.
Follow-up tasks
Send proposal for both sites by Friday
Save note and 1 task
Commitments become tasks
When the rep promises a proposal by Friday, it is captured as a follow-up task, ready to be saved with the note.
Tasks you can edit or untick
Saved together with the note
Which account is this call about?
An attendee is linked to more than one account. Nothing is shown until you choose.
Northwind LogisticsMatched by contact email jordan.lee@northwind.example
Northwind FreightMatched by contact email jordan.lee@northwind.example
Saved only where it belongs
Notes go to one opportunity on the verified account, chosen by the rep. If the account was never confirmed, nothing is saved.
Product snippets are from the Cockpit prototype. All company names and figures are fictional demo data.
Why it matters
What Follow-up changes
Less administrative work
The repetitive part of every call, writing it up, is done before the next one starts.
Better records
Notes written from the conversation are more complete than notes written from memory hours later.
Review first, always
Drafts stay drafts until a person approves them. That is a design rule, not a setting.
No. Cockpit prepares a draft note and tasks. The rep reviews, edits and saves them to a specific opportunity. Until then nothing is written.
What does the call summary include?
What the customer wanted to discuss, the questions they asked, concerns they raised and the talking points the rep covered, along with follow-up tasks drawn from commitments made on the call.
Which CRMs are supported?
CRM connectors for HubSpot and Salesforce are planned and not yet operational. In the prototype, saves go to demo data. See the status table.
See it with your own conversations in mind.
Cockpit is in development. Tell us how your team works today and we will show you where it is headed.