Documentation
Cogmento CRM is not just a standard Customer Relationship Management (CRM) system; it is a dynamic, user-centric platform designed to streamline your customer relationship management. Whether you’re a new user or an experienced professional, this documentation is your comprehensive guide to mastering Cogmento CRM.
Please note: This is a live document and we will be updating and adding to it all the time as we create the full set of documentation for Cogmento CRM.
Our system boasts a variety of robust features, all developed with the aim of enhancing your efficiency, personalizing your experience, and fostering meaningful customer interactions:
Fully Customizable Data Models and Records: Our standout feature is our customizability. Each account can modify record templates to align perfectly with their unique needs. Most of each record’s fields are driven by a template, allowing you to create a CRM that truly fits your business. Even better, these customized elements are fully integrated into the CRM - they are searchable and filterable like any other field, making them first-class citizens in the system.
In-browser Telephony Solution: Effortlessly make and receive phone calls directly from your browser. All calls can be recorded and linked with the relevant records, allowing for enhanced customer service.
WhatsApp Business and SMS Integration: Leverage the power of direct communication. Connect your CRM with your WhatsApp Business account and send text messages straight from the platform.
Email and SMS Campaigns: Craft and launch impactful marketing campaigns using our integrated email and SMS campaign tools.
Microsoft Verified ID powered Verifiable Credentials: Issue and verify digital credentials seamlessly, bolstering security, privacy, and trust in your business interactions.
DocuSign integration: Send legaly binding contracts for e-signature using your DocuSign account and track the process within the CRM.
Our documentation provides detailed instructions, step-by-step guides, and troubleshooting tips for every feature of the platform. We’re here to ensure your journey with Cogmento CRM is smooth, productive, and rewarding.
If you ever need further assistance, our dedicated support team is always ready to help.
So dive in, explore, and let’s redefine the way you manage your customer relationships together.
Welcome to Cogmento CRM!
The Cogmento Team