More than a note-taker: the
HubSpot
specialized AI Assistant.
Most tools stop at transcripts. Cockpit adds AI Tasks that turn your calls into CRM updates, tasks, opportunities, enrich all your databases, and deliver coaching that saves time while continuously improving your team.
Our 4 Essential AI Tasks in Action
From notes to coaching, see how AI Tasks automate the work you hate and amplify the work that matters.
Automatically generate structured call notes
Turn your calls into clear, actionable notes. Precise summaries, structured and ready to share so nothing is lost and every action tracked.
Organized summaries: decisions, next steps, risks, and to-dos
One-click sharing to HubSpot, email, or Slack
Fully customizable: tone, detail level, and sections
Auto-fill your CRM fields
Keep your pipeline accurate. AI fills HubSpot fields directly from transcripts, so every deal stays reliable.
Enriches picklists, custom fields, and linked objects
Evidence pulled straight from call transcripts
Pre-built templates for instant setup, no heavy lifting
Measure sales playbook adoption and drive improvement
Your built-in coach analyzes calls against your methodology, scoring reps and suggesting what to improve next.
Scores and proof aligned with BANT, MEDDIC, or custom models
Actionable tips: missed objections, skipped questions, or gaps
Manager dashboard: trends per rep or team for laser-focused coaching
Turn your call library into a searchable database
Instantly query past conversations, surface insights, or create deliverables without digging.
Meeting prep with instant context
On-demand email drafts or summaries
Cross-call analysis for patterns and trends
How it works
Three steps. Zero friction. Immediate value.
Connect HubSpot + calendar
Link your CRM and calendar in seconds. No complex setup — your calls are instantly ready.
Record your calls
Cockpit captures video and phone calls seamlessly, then transcribes them with precision.
Let AI Tasks take over
After every call, AI Tasks deliver structured notes, enrich HubSpot, assign tasks, create deals, and coach your team — automatically.
Generate clear, actionable meeting summaries
AI distills every discussion into structured notes that highlight decisions, next steps, and risks. Ready to share or sync, so no action is ever forgotten.
Instantly search and analyze past calls
Query one or many calls to surface answers, patterns, or content. Perfect for quick insights or creating deliverables without manual review.
Auto-fill HubSpot fields with transcript data
AI fills every relevant field, picklist, or object using transcript evidence, ensuring your CRM is always reliable.
Score calls and deliver actionable feedback
Evaluates calls against your playbook, scoring performance and suggesting concrete ways to close gaps.
Surface trends and pipeline opportunities
Aggregates trends across calls and teams to reveal bottlenecks, pipeline health, and opportunities for optimization.
Auto-complete BANT/MEDDIC qualification
Fills qualification frameworks automatically, so every deal is scored and prioritized the same way.
Send personalized recap emails with next steps
Crafts tailored recap emails with clear next steps, maintaining momentum and client trust.
Monitor and report sales playbook adherence
Monitors rep conversations against your sales playbook and reports coverage gaps for continuous improvement.
100%
HubSpot
0 % distraction.
0 % distraction.
Our deep HubSpot integration keeps your CRM accurate and powerful, no extra clicks, no clutter. AI Tasks harness HubSpot’s full potential while syncing with your other tools, so your data stays fresh everywhere.
Testimonials
They say it better than we do
Cockpit has enabled us to structure our sales process. Before, everything was done verbally. Today, everything is documented and centralized. It's simpler for onboarding, recruitment, and even for creating training content. We waste less time repeating the same thing 50 times.
It's a huge time-saver and a huge coaching lever for managers. For sales reps, it means freedom: you focus on your exchange, you make progress on your own, and you don't look like an idiot because you forgot a number. And above all, you can step back without the pressure of having the manager in the call.
I support my sales people via Cockpit, coaching on the basis of their calls. Without Cockpit, it might have taken us two months longer, or the collaboration might not have worked. You save an incredible amount of time, you have better control over speeches, you can better track post-meeting actions, and you can better organize your CRM. There are so many benefits at every level.
Cockpit has enabled us to halve the onboarding of new employees and improve our conversion rates by 14% in the space of 6 months.
Quick FAQ
Got questions? We’ve got answers. Here are the most common points about Cockpit, HubSpot, and our AI Tasks.
No. Default tasks work out-of-the-box. Connect HubSpot and your calendar, and you’re ready in minutes.
Your data is encrypted, stored in Europe, and you keep full control over task-level permissions.
Yes. Start from our ready-made templates and customize in a few clicks — no coding needed.
No. Cockpit also automates CRM updates, creates tasks & opportunities, and provides coaching aligned to your frameworks.
No limits: every use case is covered thanks to our AI Task library, or by creating your own templates.
Most note-takers stick to packaged features and basic HubSpot integration. That means your use cases remain limited. Cockpit is the HubSpot-first solution: 100% of your use cases are covered, with unlimited CRM automation powered by our exclusive HubSpot specialization.
Security is our top priority. Cockpit is audited and certified according to the highest industry standards.
Designed with security in mind. Cockpit follows industry best practices to keep your data safe and your conversations private.
Build AI agents in minutes to automate workflows, save time, and grow your business.