Scale Onboarding.
Deliver Value.

Streamline your customer onboarding with CogniSaaS. Automate processes, ensure accountability and gain valuable insights to drive revenue and maximize profitably.

Trusted by value delivery teams at
Trusted by value delivery teams at

$30M+

Value of projects managed

2000+

Number of projects managed

1500+

Number of users

12+

No. of countries with our users

CogniSaaS Features for Customer Onboarding

Reduce Onboarding Timelines

  • 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.

Boost Customer Satisfaction (CSAT)

  • 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.

Achieve Modular Planning & Rollouts

  • 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.

Streamline Workflows with Powerful Integrations

  • 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.

Reduce Onboarding Timelines:

  • 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.

Boost Customer Satisfaction (CSAT):

  • 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.

Achieve Modular Planning & Rollouts:

  • 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.

Streamline Workflows with Powerful Integrations:

  • 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.

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

How CogniSaaS integrates with your existing CRM, Communication, CS, Ticketing and Roadmap tools

Why Our Customers Select Us?

Actionable Insights from Customer Onboarding
1.5X
Faster Revenue Recognition
Actionable insights on prioritization of product roadmap and implementation tasks
Personalized dashboards for customer onboarding
50%
Reduction in Time to
Go-Live
Personalized dashboards and email notifications that give early warnings on potential delays
Dedicated Portal for Customers in Customer Onboarding
40%
Increase in
CSAT/NPS Score
Dedicated portal for customers to view project status and get clarity on the next steps
Automation of reporting, templates, resources for client onboarding
25%
Reduction in
Man Hours
Automation of reporting, templates, resource management, and efficient collaboration among teams

Customers love CogniSaaS!

CogniSaaS reviews sourced by G2

Our Awards

Featured Blogs

Best Moxo Alternatives for Client Onboarding in 2024

CogniSaaS: Customer Onboarding and Implementation Software For Project Leader

CogniSaaS: Customer Onboarding and Implementation Software For Delivery Manager

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