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

Trusted by value delivery teams at

Why is CogniSaaS the best ClickUp 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 ClickUp?

Effortless Visibility

Attain a comprehensive understanding of every scenario to inform better decision-making.

  • Utilizing the RAG status enables efficient prioritization of top-priority tasks.

  • Monitoring revenue milestones and tracking implementation fees at the granularity of each use case.

  • Instantly access a comprehensive list of customers who have requested new features with a single click.

  • Streamline project management at a large scale through features like time tracking, Gantt charts, and resource management, among others.

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Intelligent Focus

Cut out the busy work so the team can focus on what really counts.

  • Expedited customer onboarding facilitated by customizable project and use case templates.

  • Streamlined RAG status calculations for customers, projects, use cases, modules, and tasks, all without the need for manual intervention.

  • An intelligent dashboard that autonomously highlights clients, projects, and modules that have recently encountered issues or made significant progress, enabling you to concentrate on critical matters without the need for any manual interactions.

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Cross-Functional Collaboration

Handle dependencies with your team and customers on one shared platform.

  • Delegate responsibilities to both internal team members and customer stakeholders, fostering collaboration through a shared portal with the customer's team.

  • Effortlessly create and distribute a tailored project status report to customers with just a few clicks.

  • Streamline collaboration between onboarding teams and product/technical teams, facilitating communication on new feature requests, technical tasks, bug reports, and API integrations.

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Contextual Insights

Centralize all essential information within a single source of truth platform.

  • A comprehensive consolidation of customer data in a single location eradicates data segregation, conserving precious time and resources.

  • Instantly access all customer-related projects, use cases, tasks, and product dependencies with a single click.

  • Easily customize functionality to align with your business requirements by utilizing custom fields with just a few clicks.

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Revenue Risk Mitigation

Simplifying customer-focused prioritization.

  • The era of laborious manual prioritization during weekly meetings involving Sales, Customer Success, and Product teams through intricate Excel spreadsheets is a thing of the past.

  • An exclusive algorithm delivers practical insights and suggestions to expedite prioritization and revenue recognition.

  • Propel the progress of product roadmap elements and implementation tasks that hold the utmost potential for enhancing top-line results and expediting time to value.

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Document Repository

Put an end to losing vital information during the transition from sales to implementation.

  • Achieve a seamless transition with a structured handover, integrating with CRM to capture the complete context of customers and their business objectives.

  • Standardize all information into a structured format, encompassing project specifics, use cases, and task details.

  • Establish a unified repository for all crucial documents, ensuring that no vital information is ever lost as it progresses through the pipeline.

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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!"

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
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$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

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