10 custom data objects
10 custom data fields per object
2GB storage capacity
100 email notifications per day
20,000 records per object
10 processes
60 process instances per month
3 users
For individuals and small businesses looking to manage work efficiently.
12 custom data objects
30 custom data fields per object
100GB storage capacity
Unlimited email notifications per day
Unlimited records
20 processes
Process instances/month: 50 * Number of users
Minimum 5 users
Ideal for teams and mid-sized businesses needing process automation.
35 custom data objects
50 custom data fields per object
Storage capacity: 10GB * Number of users
Unlimited email notifications per day
Unlimited records
100 processes
Process instances/month: 400 * Number of users
Minimum 5 users
Designed for large enterprises that require optimized processes and extensive data management.
80 custom data objects
100 custom data fields per object
Storage capacity: 30GB * Number of users
Unlimited email notifications per day
Unlimited records
Unlimited processes
Process instances/month: 4,000 * Number of users
Minimum 5 users
Lead Management | ||||
| Lead management and classification | ||||
| Lead assignment and routing | ||||
| Auto-generate leads from web forms | ||||
| Manage tasks and activities related to leads | ||||
| Duplicate data rules configuration | ||||
| Customizable data fields | ||||
| Customizable UI fields and data security | ||||
| AI-powered quick search | ||||
Customer & Sales Process Management | ||||
| Account and Contact management | ||||
| Sales opportunity management | ||||
| Opportunity assignment and routing | ||||
| Customizable sales processes | ||||
| Manage tasks and activities related to Customers | ||||
| Assign and manage sales teams | ||||
| Customizable data fields | ||||
| Customizable UI fields and data security | ||||
| AI-powered quick search | ||||
| Create and manage email templates | ||||
Contracts, Quotes & Orders | ||||
| Contract management | ||||
| Order management | ||||
| Quote management | ||||
| Create and manage templates for Contracts, Quotes, etc. | ||||
| Product and price list management | ||||
| AI-powered quick search | ||||
Data, Analytics & Reporting | ||||
| Custom reports and dashboards | ||||
| Unified data on a single platform | ||||
Business Process Management & Automation | ||||
| Build automated processes | ||||
| Set up multi-level approval processes | ||||
Email, Document Templates & Task Management | ||||
| Integration with Gmail, Outlook, SMTP | ||||
| Configure and manage email templates | ||||
| Configure and manage document templates | ||||
| Track task lists | ||||
| Task reminders within the software or via email | ||||
Application Customization & Development | ||||
| Build custom applications | ||||
| Digitize data into objects | ||||
| Configure state transition rules | ||||
| Unlimited apps customization | ||||
| Customize personal info and interface layout | ||||
| Customize dependencies among UI components | ||||
Roles & Data Permissions | ||||
| Role and function permission management | ||||
| Granular data permission down to user, record, and field level | ||||
Customer Support | ||||
| Customer care ticketing system | ||||
| Knowledge base management | ||||
Mobile Application | ||||
| Support for Cogover Mobile App | ||||
| Real-time task notifications | ||||
Cogover App Marketplace | ||||
| Download apps from the marketplace | ||||
| Create and publish apps to the marketplace | ||||
System Integration & Expansion | ||||
| Integrate Gmail, Outlook for email communication | ||||
| Integrate with any other system using Cogover Process | ||||
Product Management | ||||
| Create, edit, delete products | ||||
| Configure product attributes | ||||
| Manage product pricing | ||||
| Manage product categories | ||||
| Manage units of measure and unit groups | ||||
| Set up SKU codes | ||||
Warehouse Management | ||||
| Manage multiple warehouses | ||||
| Track inventory by warehouse | ||||
| Track opening and closing stock | ||||
| Real-time tracking of In – Out – Stock | ||||
| Set minimum and maximum inventory levels per product | ||||
| Manage quantity, lot numbers, serial numbers, expiration dates | ||||
| Configure stock release strategies: FIFO / LIFO / FEFO | ||||
| Manage supply routes | ||||
Goods Receipt & Issue Management | ||||
| Create, edit, delete goods receipt notes | ||||
| Link goods receipt notes with purchase orders | ||||
| Create, edit, delete goods issue notes | ||||
| Link goods issue notes with sales orders | ||||
| Split packages during receipt and issue | ||||
| Internal transfers between warehouses | ||||
Order Management | ||||
| Create, edit, delete sales orders | ||||
| Create, edit, delete purchase orders | ||||
| Link orders with contracts | ||||
| Create, edit, delete purchase returns | ||||
| Create, edit, delete sales returns | ||||
| Manage supplier list | ||||
Reports & Dashboard | ||||
| Warehouse operations overview | ||||
| Inventory overview by expiration date | ||||
| Inventory report by product | ||||
| Inventory report by location | ||||
| Transfer analysis report | ||||
Other System Integration | ||||
| CRM – Sales – Inventory – Accounting – POS | ||||
| Connect to ERP or WMS | ||||
Begin transforming your operations and gain full control of your work management system.
Cogover