We are High Performers in the Client Onboarding, Workflow, Product and Task Management Categories on G2. Learn more

Our Awards on G2

High Performer- Client Onboarding Software CategoryHigh Performer- Client Onboarding Software CategoryHigh Performer- Client Onboarding Software CategoryHigh Performer- Client Onboarding Software CategoryHigh Performer- Client Onboarding Software Category

Why Our Customers Select Us?

Faster Revenue Recognition
Actionable insights on prioritization of product roadmap and implementation tasks
Reduction in Time to Go-Live
Personalized dashboards and email notifications that give early warnings on potential delays
Increase in CSAT/NPS Score
Dedicated portal for customers to view project status and get clarity on the next steps
Reduction in Man Hours
Automation of reporting, templates, resource management, and efficient collaboration among teams

Single Source of Truth for


Holistic visibility across use cases, tasks, projects, and customers through the one-click generation of reports

Client onboarding platformEnterprise saas industry b2b projects


Collaboration with internal cross-functional teams and customers on a shared platform to track and manage dependencies

Client onboarding platformEnterprise saas industry b2b projects

Actionable Insights

Contextual insights on project delays from teams or customers along with smarter resource management

Client onboarding platformEnterprise saas industry b2b projects

Faster Revenue Recognition

Proprietary algorithm that provides recommendations for prioritization and revenue risk prevention

Client onboarding platformEnterprise saas industry b2b projects


Intelligent automation that helps you save time and drive strategic partnerships with customers

Client onboarding platformEnterprise saas industry b2b projects

Seamless Handoff

Structured handover from Sales to Implementation and Implementation to CS teams to prevent 'information loss'

Client onboarding platformEnterprise saas industry b2b projects

CogniSaaS connects with your existing tools

Collaborate seamlessly with other internal teams, keep all the tools in sync, and ensure nothing falls through the cracks

What our customers are saying

As part of PeopleStrong's ongoing initiatives to accelerate value delivery for our customers, we evaluated many tools and selected CogniSaaS based on clear product differentiators to track value delivery and, more importantly, because the team understood our challenges in-depth with their strong domain experience in customer success. In the last 12 months, the CogniSaaS team not only provided excellent support for our numerous requests under aggressive timelines but also helped us implement the best practices from their experience. It's been a very successful partnership!

customer onboarding at capillary

CogniSaaS team listens to the customer onboarding challenges and brings the right solution in the product. Getting the value delivery faster is the key for any SaaS business and this tool helps in scaling the project execution, improving productivity within your team and finally it creates a wow experience to the customer by making the first value delivery quicker.

customer onboarding at capillary

We selected CogniSaaS after evaluating other customer onboarding tools as the CogniSaaS team truly understands the pain points of the Implementation Team and brings best practices and gives clarity to the customer success team. CogniSaaS has enabled us to have a single source of truth for collaboration with customers as well as tracking internal cross-functional dependencies. Now we can track the RAG status for each business outcome/module within a project instead of just the task status. More interestingly, we also get system-generated actionable insights for prioritization, saving us tons of manual tracking. The result is faster time-to-value for our customers and faster revenue recognition to us at scale.

customer onboarding at capillary

CogniSaaS is truly helping us obtain meaningful insights into our operational model & its deliverables, thereby allowing us to focus on our customer and taking proactive measures to ensure customer delight. The refreshed interface is truly intuitive and the options to customize are very helpful in ensuring good adoption at all levels. With the CogniSaaS team being very approachable to diverse viewpoints, we hope to co-create a whole new way of working for ourselves and the industry.

customer onboarding at capillary

CogniSaaS provides a single window to both customers & service providers for tracking their ‘Quote to Bill to BAU journey’, while integrating seamlessly with the existing tools.This solves an industry wide problem for not only end users but also influencers and decision makers.Kudos to the CogniSaaS team for this vision and solving the age-old industry problem

customer onboarding at aryaka

CogniSaaS has helped us not only to digitize and structure the onboarding process but also adopt the best practices

customer onboarding at shipsy

A secure, scalable and compliant system,
to protect your data privacy


GDPR Compliant


Best in Class Server Security

SOC 2 Compliance

SOC 2 Compliant

ISO Certification for Best Client Onboarding Software

ISO Compliant 

GDPRSOC 2 ComplianceISO Certification for Best Client Onboarding SoftwareISO Certification for data privacy

Customers love CogniSaaS!

Ashwin A SR Director Customer Success
Stars - Saasplex X Webflow Template

"A comprehensive solution to onboard, track and manage your customer life cycle"

The tracking and insights that the platform provides, allow you to make data-backed business decisions and clearly show areas you need to focus on.The project management module offers excellent tracking and reporting

Rafeh J Presales Consultant
Stars - Saasplex X Webflow Template

"Extremely helpful tool for project management"

I have been using the platform for a few months now, the platform is extremely helpful when it comes to tracking the status of the projects. The team at CogniSaaS is super helpful. They are constantly updating the platform with new and exciting features.

Amit R Senior Project Manager
Stars - Saasplex X Webflow Template

"Intuitive design, agility in development, timeliness & supportive team . Amazing Experience..."

Intuitive design, with agility in development for a timely delivery. Great support from the team keeps us informed about key releases and also helps us relate to our businesses scenarios or use cases

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CogniSaaS by the numbers

Value of projects managed
Number of projects managed
Number of users
Number of countries with our users