Cogmento: CRM and Verifiable Credentials Management
Cogmento helps small and mid-market companies manage sales pipelines and customer data. It is designed for teams that may need a combination of CRM tools and identity verification.
At a glance
- Category
- Sales
- Best for
- Small business owners, Mid-market companies, Real estate professionals, Contractors and builders, Professional service providers
- Pricing
- Cogmento uses a freemium model with a free tier. Paid plans start at $10 per user per month for Pro and $25 per user per month for Enterprise & HIPAA.
- Key use cases
- Sales Pipeline Tracking, Customer Outreach Campaigns, Identity and License Verification, Professional Service Scheduling
- Integrations
- Zapier, Google Sync, QuickBooks Online, WhatsApp Business, Facebook
- Official website
- cogmento.com
Cogmento is a cloud-based customer relationship management tool that includes features for contact management, deal tracking, and marketing automation. It supports a variety of business sizes and includes specific functionality for industries such as real estate, professional services, and contracting.
The platform helps teams track the sales cycle through customizable dashboards and pipeline views. It also provides communication tools for email, SMS, and voice calling, alongside a system for verifiable credentials management (VCM).
Buyers should confirm that while there is a free tier, advanced features and HIPAA compliance are available in the higher-priced plans. Voice and SMS services incur separate per-minute charges.
Key Features
Provides a view of customer records and a sales pipeline dashboard to track deals through the sales cycle.
Supports the execution of marketing campaigns via email, SMS, print, and voice calling.
Includes tools for call scheduling and scripts to help staff during customer interactions.
Supports identity verification, professional licensing, and regulatory compliance.
Includes a group calendar and a system for assigning tasks and setting reminders via email or SMS.
Includes a form builder for creating multi-page questionnaires and surveys for client feedback.
Use Cases
Using the dashboard to monitor deal size and contact history to support bid preparation.
Executing targeted email and SMS marketing based on customer profiles and history.
Applying verifiable credentials for professional licensing or supplier onboarding.
Managing meetings and tasks for consultants, attorneys, or physicians via the group calendar.
Best For
Integrations
Pricing
Cogmento uses a freemium model with a free tier. Paid plans start at $10 per user per month for Pro and $25 per user per month for Enterprise & HIPAA.
FAQ
Yes, Cogmento offers a free tier that includes basic CRM functionality and unlimited storage.
HIPAA support is available under the Enterprise & HIPAA plan, which is priced at $25 per user per month.
In addition to the monthly per-user fee, there are additional per-minute charges for voice calling and SMS.
Source category: Sales
Source subcategory: CRM
