Cogmento CRM: 1 Contender Among Many
Cogmento CRM is one contender among many solutions available in the market today. Customer Relationship Management (CRM) solutions lets organizations record and track data relating to other entities.
Mainly, it has been used for following up on sales qualified leads. CRM helps a salesperson to sort and examine their business relationships, identify opportunities and take steps to increase sales. CRM is much more than that. It is more of a combined but at the same time distributed solution throughout the organization.
CRM solutions have been used by sales teams. Nowadays, it is being used to a great extent to support customer service tasks and streamlining internal processes. CRM’s are now extensively used in project management and task management.
Cogmento provides Customer Relationship Management (CRM) solutions for all types of businesses. Users can utilize multiple CRM solutions which include CRM Cloud, HIPAA CRM, Dental CRM, Automotive CRM, Call Center CRM, Insurance CRM, Real Estate CRM, Professional Services CRM, Contractor Builder CRM, and Independent Sales CRM ensuring relevant compliances are met.
The above custom solutions provide your organization with marketing, information management and tracking, document management, and process workflow optimization. Cogmento CRM solutions ensure there is always accountability at each step of the process. You can also automate tracking of all clients, contracts, claims, and much more.
You can download Cogmento CRM by following this link.
Table of Contents
Cogmento CRM: Installation, Registration, and Logging In
The Android app installation process is straightforward and you just click install from the Android Play Store. The Cogmento’s Free CRM app will download and get installed to your phone or tablet and you are ready to use. There is no additional work or function that you have to do other than to keep you internet connection alive.
Cogmento’s Free CRM app has been installed, click the open button in the Android Play Store to open up the app and log in. Create your account if you do not have an account by clicking the ‘Register here’ link below the ‘Get Started’ button.
Cogmento CRM: Home Page and Features
Once you log in, you are taken to the home page or dashboard. The dashboard gives you an overall picture of the various options. Initially, you are greeted with blank details for ‘Sale Price,’ ‘List Price,’ ‘Wholesale Price,’ ‘Cost,’ ‘Detailed Summary (Total: X,’ and ‘Call Queue.’ You need to enter your business details, client's names, customer names, email addresses, and all other details to start using Cogmento CRM.
On your first log-in, you have a blank slate. You can now begin to populate the data by going to the left side and pressing the hamburger icon. By pressing this icon, you get the following options:
• Home
• Calendar
• Contacts
• Companies
• Deals
• Tasks
• Cases
• Calls
• Documents
• Emails
• Campaigns
• Products
• Rubbish Bin
• Support
• Subscribe, and
• Setting
With Cogmento’s various CRM solutions, you will be able to reach out and engage your customers and build better business relationships. Provide your clients with personalized marketing emails and engage in social media promotional and marketing efforts.
Cogmento CRM: Plans and Costs
CRM Software Plan and Pricing Options
There are three pricing plans for Cogmento CRM which are ‘Free,’ ‘Pro (Rs. 100/user/month)’ and ‘Enterprise & HIPAA (Rs. 3500/user/month).’ Some of the following features will be enabled or disabled based on the plan you choose.
• Unlimited Storage
• Customer Support
• Service Agreement
• Contacts
• Companies
• Deals
• Tasks
• Cases
• Calls
• Calendar
• Reports
• Apps
• Campaigns
• Email
• API
• Google Sync
• QuickBooks
• Facebook
• Twitter
• SMS
• Voice Calling
• Credit Card
For a free CRM app that can be used on the go and provides you with all the details at your fingertips, Cogmento’s Free CRM app sure does provide all the options. There are a few aspects which need to be polished, but they can be sorted out in the next updates.
