CRM systems

A CRM your team actually uses.

Book a demoHow we build it
Cognera CRM: an overview with logged hours, active projects, approvals, and overdue invoices.

We connect your pipeline, customers, projects, and invoicing in one system. We design the CRM around how your team sells.

Overview

The whole deal on one screen.

You follow a project from the first contact to the paid invoice. Everyone on the team sees the data that fits their role.

A deal in Cognera CRM: its progress from creation to closing, the linked client, and the outcome of the deal.

Sales without needless clicking.

  • Permissions by role.

    Roles in Cognera CRM: Owner and Employee, each with its number of members.

  • Custom deal stages.

    A filter of leads by deal stage, from new to won, lost, and archived.

How we build it.

  1. Discover.

    We learn how you run sales, projects, and time tracking.

    The bellows, and behind them a screen with verified sources from the web.

  2. Clarify.

    We pin down the deal stages, the roles, and who may see what.

    The anvil, and behind it a question about the spec with an answer selected.

  3. Build and test.

    Agents build the records and the overviews, a senior engineer reviews every change, and Temper clicks through it.

    Forge tiles, and behind them a plan with its tasks checked off.

  4. Deploy.

    Only a verified version that a person approved goes into production.

    The rivet on the plates, and behind it a deployment with the status Verified.

Already in use.

Internal system

Cognera CRM

Our timesheets and invoicing run on it.

Read the story
A week of timesheets in Cognera CRM and a summary of client invoices with the invoiced amount and overdue invoices.

Built with our tools.

We’ll design a CRM for your team.

Book a demoAll solutions