CogniSaaS
CogniSaaS is a customer-centric onboarding and implementation platform that helps enterprise SaaS businesses achieve faster time to value. It minimizes the usage of silos of tools; improves collaboration with customers and internal stakeholders; tracks and prioritizes hundreds of projects for value delivery through data visualization, visibility, and accountability.How do you position yourself against your competitors?Differentiators1) Visibility- Get effortless visibility at different levels - tasks, use cases or modules, projects and clients- Know which clients, projects, and use cases are going off track and progressing via alerts and progress2) Accountability- Get single screen snapshot of revenue at risk, who is responsible for what & accountability- View them how you like, with various view options like Kanban, Gantt chart, list view3) Customer-Centric Prioritization- CogniSaaS helps you with Customer-Centric Prioritization of implementation tasks & product roadmap- Automate onboarding with templatization for projects and use-cases for tracking customer business outcomes- It also gives leadership teams visibility of revenue impacts4) Collaboration with Customers- Collaborate with customers via magic link to give them updates about their projects without having them log in- Just one click and your customers get access to a dedicated portal that lets them oversee projects, use cases, or modules and tasks
CogniSaaS Introduction
What is CogniSaaS?
CogniSaaS is a customer-centric onboarding and implementation platform that helps enterprise SaaS businesses achieve faster time to value. It minimizes the usage of silos of tools; improves collaboration with customers and internal stakeholders; tracks and prioritizes hundreds of projects for value delivery through data visualization, visibility, and accountability.
How to use CogniSaaS?
Visit website for more info
Why Choose CogniSaaS?
You should choose this if you want a customer-focused onboarding platform that keeps all your projects and tasks visible and on track. It’s great for SaaS businesses aiming to speed up implementation and keep everyone accountable without juggling tons of tools.
CogniSaaS Features
Task Creation
- ✓Creation & Assignment
- ✓Due Dates
- ✓Drag & Drop
- ✓Mass Updates
Task Management
- ✓Task Prioritization
- ✓To-Do Lists
- ✓Dependecies
- ✓Recurring Tasks
Project Management
- ✓Task Management
- ✓Planning
Onboarding Setup
- ✓Templates
- ✓Checklists
Project Tracking
- ✓Tasks
Customer Engagement
- ✓Portal
- ✓Engagement
Pricing
14-Days Free Trial
14- Days Free Trial
- ✓ Full Access to the platform
Essential
[Min 10 users] $19 per user per month billed annually or $29/month billed monthly Unlimited Customers, Unlimited Projects, Unlimited Customer Contacts
- ✓ Automatic RAG status calculation across client, project, module & task
- ✓ RAID (Risk, Assumptions, Issues, Dependencies) Tracking
- ✓ Actionable pre-warning of project delays
- ✓ Branded customer portal
- ✓ Project templates
- ✓ Module templates
- ✓ Document templates
- ✓ Customer approvals
- ✓ Customer login via magic link
- ✓ Project updates
- ✓ Timesheets
- ✓ Timesheet approvals
- ✓ Time tracking report
- ✓ Project comments (internal and external)
- ✓ Multiple task views (Gantt, List, Kanban, Excel)
- ✓ Email automations (50 runs/user/month)
- ✓ Actionable emails
- ✓ CSAT
- ✓ CSAT reports
- ✓ Custom domain for internal portal
- ✓ Document management & repository
Premium
[Min 10 users] $39 per user per month billed annually or $49/month billed monthly Unlimited Customers, Unlimited Projects, Unlimited Customer Contacts
- ✓ Everything in Essential+
- ✓ Slack integration
- ✓ Product roadmap tool integration (JIRA/AHA etc)
- ✓ Custom fields at all levels
- ✓ Custom variable for RAG status calculations
- ✓ Derived custom fields
- ✓ Project performance report
- ✓ People performance report
- ✓ Product functionality mapping with use case and associated revenue impact
- ✓ CRM integration (to streamline sales to implementation handover)
- ✓ JIRA integration (tracking of tasks for Product/Tech team)
- ✓ Excel import of existing projects
Enterprise
[Min 10 Users] $69 per user per month billed annually or $79/month billed monthly Unlimited Customers, Unlimited Projects, Unlimited Customer Contacts
- ✓ Everything in Premium+
- ✓ Prioritization actionable insights
- ✓ Repository of historical project status reports
- ✓ Custom reports
- ✓ Custom dashboards
- ✓ Resource and capacity planning
- ✓ P & L report for implementations
- ✓ RBAC (Role Based Access Control)
- ✓ SSO (Single Sign-On)
- ✓ Implementation partners
- ✓ Partner portal
- ✓ Partner performance report
- ✓ Partner CSAT report
- ✓ RBAC for customer and partner portal
- ✓ APIs
- ✓ Support tool integration
- ✓ CS tool integration
- ✓ Calendar integration
- ✓ Custom domain for client portal
- ✓ Named CSM




