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

Trusted by value delivery teams at

What makes CogniSaaS the best Asana alternative?

Use Case
Module Wise Tracking of Implementations
Multilevel implementation tracking: Track RAG status at 4 levels- client, project, module/use case and task
Only task tracking available
Product Roadmap Prioritization
- Track mapping between customers, new features requests and use-cases
- Get product roadmap prioritization insights based on total revenue impact and go-live dates
Not supported
Single Source of Truth for Implementation Tracking
Native integrations to solve
- sales to implementation handover with CRM, 
- streamline collaboration with product and engineering teams with Jira,
- track customer health score after go-live with ticketing and CS tools
Limited integration options
Prioritization to Prevent Project Delays
System-generated actionable insights on which projects, modules and tasks to prioritize first to prevent go-live delays and revenue risk
Not supported
Professional Services Automation
- Comprehensive solution for resource & capacity planning
- One click P & L report for implementations based on resources, time, revenue and cost
- Native timesheets tracking feature
Not supported
Collaboration with Implementation Partners
- Collaboration with partners on their tasks
- Portal for partners to track project status and tasks
- CSAT survey for partners
Not supported

Why our customers select us?

1.5X

Faster Revenue Recognition

50%

Reduction in Time to Go-Live

40%

Increase in CSAT/NPS Score

25%

Reduction in Man Hours

Why choose CogniSaaS for customer onboarding over Asana?

Effortless Visibility

Gain the complete picture to drive informed decisions across complex implementations.

  • Real-time visibility into implementation health with automated RAG status calculations, milestone tracking, and prioritization dashboards

  • Utilize RAG statuses for efficient task prioritization

  • Monitor revenue milestones and track implementation fees

  • View all new feature requests from customers in one click

Start Your Free Trial

Intelligent Focus

Automate tedious tasks so your team can focus on high-impact activities.

  • Eliminate tedious and manual processes with out-of-the-box templates and intelligent task automation

  • Accelerated customer onboarding with customizable templates

  • Auto-calculate RAG statuses without human involvement

  • Dashboard highlights customers, projects and modules needing attention

Start Your Free Trial

Cross-Functional Collaboration

Break down silos for seamless coordination across teams and with customers.

  • Shared customer portals to align implementation, support, product and customer teams

  • Delegate tasks to internal and customer team members

  • Distribute automated, personalized project status reports

  • Enable collaboration between onboarding and product/tech teams

Start Your Free Trial

Contextual Insights

Consolidate customer information into a single source of truth.

  • Consolidated customer data repository encompassing all projects, use cases, tasks and dependencies

  • Complete customer context available in a single view to inform leadership decisions

  • Eliminate data isolation and manual information gathering

  • Instantly access all customer projects, use cases and tasks

Start Your Free Trial

Revenue Risk Mitigation

Identify and direct focus towards opportunities with the greatest revenue impact.

  • Proprietary algorithms analyze implementations to spotlight high-revenue impact priorities

  • No longer rely on manual prioritization using complex spreadsheets

  • Expedite prioritization and revenue recognition

  • Spotlight product roadmap priorities influencing revenue

Start Your Free Trial

Document Repository

Ensure a structured customer hand-off process between sales and implementation.

  • Integrate with CRM to capture structured customer objectives, projects and tasks

  • Establish single source of truth for critical customer documents across sales to implementation

  • Organize handovers with comprehensive customer context 

  • Standardize data into structured formats

Start Your Free Trial

What our customers are saying globally?

"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!"

Ritu Bhardwaj Head, India Delivery and Client Success
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."

Sridhar Bollam Chief Customer Officer, North America
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."

Jobin Jose Co-founder & CEO
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."

Rohan Menon Vice President, Customer Onboarding
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"

Daryl Mathew Senior Director, Global Service Delivery
customer onboarding at capillary

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

Dhruv Agarwal Co-Founder
customer onboarding at capillary

For HR tech companies customer implementations can involve significant complexity due to local regulations, company-specific HR policy customizations, multiple integrations, and long implementation cycles.

We evaluated multiple tools for customer onboarding and selected CogniSaaS because of their track record of solving these challenges for many HR tech companies and their domain knowledge of complex enterprise implementations.

CogniSaaS enabled our CS team to streamline the end-to-end project planning and execution with not only standardization, automation, and custom dashboards for actionable insights, but also with best practices from our industry for driving customer success.

Keerthi KariappaChief Customer Officer
customer onboarding at capillary
Scroll left
Scroll right

$30M+

Value of projects managed

2000+

Number of projects managed

1500+

Number of users

12+

No. of countries with our users

Our awards on G2

Level up your onboarding & implementation process!

Start Your Free Trial