Streamline your customer onboarding with CogniSaaS. Automate processes, ensure accountability and gain valuable insights to drive revenue and maximize profitably.
Onboarding Templates: Launch onboarding with speed, using templates, ensuring consistency and efficiency.
Flexible Project Views: Prioritize tasks with flexible views (list, board, Excel, Gantt) and track progress with real-time visibility.
Intelligent Forecasting: Identify potential delays early and proactively intervene to keep projects on track with automatic RAG calculations and forecasted end dates.
Structured Document Management: Streamline information access for internal teams and customers with hierarchically structured document repositories.
Client Portal: Foster transparency and collaboration by inviting customers into a shared portal to track progress, provide feedback, and view project updates.
Automated CSATs: Capture customer pulse at key milestones, identifying areas for improvement and addressing concerns early.
One-click Reports: Generate and share intuitive reports showcasing project progress with just one click.
Module Templates: Break down complex projects into easily manageable modules and achieve modular planning with module templates.
Module-level RAG status: Track the rollout progress of individual modules, enabling Go-No-Go decisions at the module level.
Maximize Value Realization: Ensure alignment between subscribed modules in the SOW and delivered features.
CRM Integration: Bridge the sales-to-implementation gap. Deal wins automatically trigger complete customer context (modules, SOW, questionnaire, checklists) in CogniSaaS
JIRA Integration: Seamlessly track product gaps and raise customer-driven feature requests directly within CogniSaaS.
Slack Integration: See what is on your to-do list and share updates directly within Slack.
Collaborate seamlessly with other internal teams, keep all the tools in sync, and ensure nothing falls through the cracks
