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

We are high performers across India, Asia, and Asia-Pacific & ranked #1 for Quality of Support.

Trusted by value delivery teams at

Why Choose CogniSaaS for Customer Onboarding?

It takes a village to raise a child. In B2B SaaS companies it takes Sales, Onboarding, Customer Success, and Product and Engineering teams to deliver customer success.

Successful customer onboarding and implementation depend on seamless collaboration with customers as well as (if not more important) among internal cross-functional teams to track, prioritize and deliver value.

Customer onboarding isn't only about collaboration on tasks and documents. Especially for enterprise/mid-market customers, Onboarding/Implementation teams need to ensure the ‘value delivered’ is completely aligned with the ‘value promised’ in the sales cycle.

How are We Creating an AHA Moment for All?

As part of your customer onboarding deliver what really matters for your customers - Their business outcomes/use-cases.

Collaborate seamlessly with other cross-functional teams and customers with system-generated insights on who needs to do what by when for faster time-to-value and faster ARR recognition

Effortless Visibility

Get all the information in one place in just a few clicks!

  • The BRAG status allows you to prioritize tasks that are of the highest priority.

  • Revenue milestones and implementation fee tracking at every use case level.

  • Single-click view of all the customers who requested a new feature

  • Time tracking, Gantt chart, resource utilization map, and more to seamlessly manage projects at scale

Intelligent Focus

Automate busy work to help the team focus on what matters most!

  • Faster customer onboarding with configurable templates for projects and use cases

  • One-click calculation of RAG statuses of customer, project, use case or module, and task with no human intervention

  • Bi-directional integration with JIRA to track dependencies with the product and tech teams in a single place.
  • Automated adjustments of forecasted dates in case of delays in tasks

Cross-Functional Collaboration

Manage dependencies with internal and customer stakeholders on a common platform!

  • Assign tasks to internal team members and customer stakeholders. Collaborate with the customer's team on a shared portal

  • Generate and share a customizable project status report with customers with a few clicks

  • Onboarding teams can seamlessly collaborate with product/tech teams on new feature requests, tech tasks, bugs, API integrations

Contextual Insights

Manage all critical information in a single source of truth platform!

  • A holistic view of customer data in one place eliminates information silos and saves valuable time and bandwidth

  • Single-click view of all the projects, use cases, tasks, and product dependencies associated with a customer

  • Custom fields to tailor functionality to your business needs

Revenue Risk Mitigation

Gone are the days of revenue leakage and manual prioritization!

  • A proprietary algorithm provides actionable insights and recommendations to accelerate prioritization and revenue recognition

  • Focus time and energy on customer use cases/tasks that have the highest impact on the bottom line and time to value

  • Identify revenue leaks and opportunities across all modules, tasks, and clients well in advance

Document Repository

Never lose important information during the ‘Sales to Implementation’ handoff!

  • Templatize all information in a structured format with details of use cases, revenue & timeline

  • Bid adieu to legacy project management tools by adopting a single platform right from customer onboarding to go-live

  • Build a library of all important documents so as to never lose any important information down the line

Level Up Your Onboarding & Implementation Process!

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