// PRODUCT · CRM
The CRM that thinks in lifetimes, not pipelines.
// AI in your next step. Across every account.
While other CRMs assume the deal close is the end, your relationship is just hitting year three. Delivery, renewals, advisory, follow-on — so we built the CRM we always wished existed, and we run our own work on it daily. For consultants, advisors and portfolio operators.
10-day free trial · No credit card · Every feature included.
Most CRMs assume the deal close is the end. In our world — consulting, advisory, portfolio operators — that's where the 3-to-5-year relationship begins.
Pipeline-shaped CRMs make sense for transactional sales: lead → demo → close → handoff. Our work — consulting, advisory, portfolio companies — barely fits that arc. The deal closes; delivery starts; renewals follow; advisory grows; the same person leaves Company A, takes a board seat at Company B, and you need both contexts side-by-side. Most CRMs flatten this. We refused to.
We wrote Cognitify CRM the way we always wished a CRM was written: lifecycle-first, multi-tenant to the core, audit-shaped from day one. And because we run our own accounts on it daily, next-best-action AI — walking every account with you — is the next build, not a tagline.
// what makes it different
Built around the relationship.
- 01
People are people, not one company's contacts.
A full profile for every person — not a row trapped in one company's account. One person, multiple companies, multiple concurrent roles, gaps and returns; we keep all of it. Think LinkedIn-style relationships: the career timeline with concurrent role lanes is the centerpiece, not an export footer.
- 02
Lifecycle nav, not pipeline nav.
Three primary groups: Sales · Lifecycle · Workspace. Sales is what's open. Lifecycle is what's living. Workspace is what's yours. The interface tells you what stage of the relationship you're in — not just what stage of the deal.
- 03
Your clients' data, physically isolated.
Run 12 portfolio companies in one tool; cross-tenant leakage is impossible by construction — enforced on every single query, not left to application code. The tenancy isn't a feature flag we hope nobody bypasses. It's structural.
- 04
SOC 2-ready out of the box.
Pass your client's security review without scrambling. Every change is hash-chained, append-only, verifiable end-to-end. MFA built in, PII redacted by permission, classification badges on every document. Compliance from the schema up — not bolted on for the audit.
- 05
AI walking every account with you.
AI semantic search across every record, smart name matching in any language, AI-drafted follow-ups that wait for your word before sending, and an assistant in My Day that briefs you on your accounts. On our metered credits or your own keys (BYOAI) — your choice.
- 06
Post-sale follow-ups are built in — not a paid add-on.
Attach a follow-up plan to any product: the day after the purchase, a month in, every New Year. Your buyer is enrolled the moment the deal closes and messaged by email or Telegram (more channels coming — or on request) — from your template, or an AI draft that waits out a review window: edit it, send it now, or let it go on its own. Quiet hours, per-person frequency caps and one-click unsubscribe keep it polite. Other CRMs sell this as an email-marketing add-on; here it's just how the CRM works.
// what's inside
Ten modules, live today.
- 01
People · Companies · Relationships
Find the real decision-maker even when they've changed companies three times. Many-to-many people↔companies, non-exclusive concurrent roles, returnable spells, career timelines with concurrent role lanes and gap markers.
- 02
Pipelines · Stages · Deals
Stop losing deals to data-entry friction. Multiple pipelines with clear stage rules, reopen with reason logging, required fields per stage — the form fights for clean pipeline hygiene without slowing you down.
- 03
Leads · Convert · CSV import
Move from one-off email lists to a real lead funnel in an afternoon. Disqualify with reasons, convert with guardrails, reverse-convert when things change, and import 10,000 CSV rows in one go.
- 04
Products · Line items · Recurring revenue
Sell from a real catalog: products and bundles, folders, CSV import and export. Line items land on deals with a price snapshot frozen at the moment you add them, and recurring products roll up into MRR and ARR per deal — so retainers and renewals finally read as what they are: recurring revenue.
- 05
Access · Audit · Isolation
Give your junior consultants their own view without exposing the partners' deals. Fine-grained, attribute-based permissions, PII redacted by role, an append-only audit trail — verifiable end to end.
- 06
Client secrets vault
Stop emailing passwords. Keep every client credential — hosting and domain logins, API keys, database passwords, VPN configs, signing certificates — encrypted in a real vault, attached to the company, person or project it belongs to. Grant access to exactly the people or roles who need it, revoke it centrally the day an engagement ends, and see every reveal in the access log.
- 07
Multi-tenant cloud
Operate every client and portfolio company from one login — switch between tenants instantly, each sealed from the others. Fully hosted and run by us: no servers, no DevOps, nothing for you to maintain.
- 08
SOC 2-ready foundation
Pass your enterprise client's security review without four weeks of remediation. MFA enrolment built in, classification badges per document, per-entity audit trails, session throttling by IP and identity.
- 09
Follow-up media plans
The fortune is in the follow-up — so we made it the CRM's job. Per-product schedules (a day after purchase, a month in, yearly), template or AI-drafted steps with a review window, email + Telegram delivery, opt-outs honored, quiet hours and frequency caps built in. One click enrolls every past buyer, too.
- 10
Groups & Telegram broadcasts
Build audiences from people and leads — by hand or by rule — and broadcast via Telegram right from the CRM. Every send lands on the person's timeline; nested groups keep big audiences manageable.
// under the hood
Encryption in transit and at rest · Hard tenant isolation enforced on every query · Append-only, hash-chained audit trail — tamper-evident end to end · MFA and attribute-based access control · PII redacted by permission · Client secrets vault backed by Azure Key Vault · Per-entity activity trails · Fully managed — we host, patch and back it up.
// pricing
One flat price. Try it free for 10 days.
Every plan is the full CRM — you pay for team size, storage and AI, never for features. Starter from $3/mo, Pro $39/mo for up to 10 people, flat.
// prefer a hand?
Want us to set you up?
You can start a free trial right now — but if you’d rather a guided setup, a demo, or help migrating off your current CRM, drop your email and we’ll reach out.
Got it.
We'll be in touch shortly. In the meantime, you can start your free trial at crm.cognitify.ai.