AI TOOL PROFILE
Cogmento: CRM and Verifiable Credentials Management
- Sales
- CRM
- 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.
At a glance
- Best for
- Small business owners, Mid-market companies, Real estate professionals, Contractors and builders, Professional service providers
- 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
- Visit Cogmento official website
How AI is used
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
Contact and Deal Management
Provides a view of customer records and a sales pipeline dashboard to track deals through the sales cycle.
Multi-Channel Marketing
Supports the execution of marketing campaigns via email, SMS, print, and voice calling.
Call Tracking and Scripting
Includes tools for call scheduling and scripts to help staff during customer interactions.
Verifiable Credentials Management
Supports identity verification, professional licensing, and regulatory compliance.
Task and Event Tracking
Includes a group calendar and a system for assigning tasks and setting reminders via email or SMS.
Custom Forms and Surveys
Includes a form builder for creating multi-page questionnaires and surveys for client feedback.
Use Cases
Sales Pipeline Tracking
Using the dashboard to monitor deal size and contact history to support bid preparation.
Customer Outreach Campaigns
Executing targeted email and SMS marketing based on customer profiles and history.
Identity and License Verification
Applying verifiable credentials for professional licensing or supplier onboarding.
Professional Service Scheduling
Managing meetings and tasks for consultants, attorneys, or physicians via the group calendar.
Integrations
- Zapier
- Google Sync
- QuickBooks Online
- WhatsApp Business
- Microsoft Word
FAQ
Does Cogmento have a free version?
- Yes, Cogmento offers a free tier that includes basic CRM functionality and unlimited storage.
Is Cogmento compliant with HIPAA?
- HIPAA support is available under the Enterprise & HIPAA plan, which is priced at $25 per user per month.
What additional costs should I expect with Cogmento?
- 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
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