Manage customers, sales and workflows on one configurable platform.
Ideal for individuals and small teams looking to explore.
For individuals and small businesses looking to manage work efficiently.
For teams and mid-sized businesses that need workflow automation.
For large businesses that need optimized workflows and more data capacity.
| Feature | Free | Basic | Standard | Advanced |
|---|---|---|---|---|
| Lead management | ||||
| Lead management and classification | Included | Included | Included | Included |
| Lead assignment and routing | Included | Included | Included | Included |
| Auto-generate leads from web forms | Included | Included | Included | Included |
| Manage tasks and activities related to leads | Included | Included | Included | Included |
| Configure duplicate data rules | Included | Included | Included | Included |
| Customize data fields | Included | Included | Included | Included |
| Customize interface and data security | Included | Included | Included | Included |
| AI-powered quick search | Included | Included | Included | Included |
| Customer and sales process management | ||||
| Account and contact management | Included | Included | Included | Included |
| Sales opportunity management | Included | Included | Included | Included |
| Opportunity assignment and routing | Included | Included | Included | Included |
| Customize sales processes | Included | Included | Included | Included |
| Manage customer-related tasks and activities | Included | Included | Included | Included |
| Assign and manage sales teams | Included | Included | Included | Included |
| Customize data fields | Included | Included | Included | Included |
| Customize interface and data security | Included | Included | Included | Included |
| AI-powered quick search | Included | Included | Included | Included |
| Create and manage email templates | Included | Included | Included | Included |
| Contracts, quotes and orders | ||||
| Contract management | Included | Included | Included | Included |
| Order management | Included | Included | Included | Included |
| Quote management | Included | Included | Included | Included |
| Create and manage contract and quote templates | Included | Included | Included | Included |
| Product and price list management | Included | Included | Included | Included |
| AI-powered quick search | Included | Included | Included | Included |
| Data, analytics and reporting | ||||
| Custom reports and dashboards | Included | Included | Included | Included |
| Unified data on one platform | Included | Included | Included | Included |
| Process management and automation | ||||
| Build automated processes | Included | Included | Included | Included |
| Set up multi-level approval processes | Included | Included | Included | Included |
| Email, document templates and tasks | ||||
| Integrate Gmail, Outlook and SMTP | Included | Included | Included | Included |
| Configure and manage email templates | Included | Included | Included | Included |
| Configure and manage document templates | Included | Included | Included | Included |
| Track task lists | Included | Included | Included | Included |
| Task reminders in the software or by email | Included | Included | Included | Included |
| Application customization and development | ||||
| Build custom applications | Included | Included | Included | Included |
| Digitize data into objects | Included | Included | Included | Included |
| Configure state transition rules | Included | Included | Included | Included |
| Customize applications within plan scope | Included | Included | Included | Included |
| Customize personal information and interface | Included | Included | Included | Included |
| Customize dependencies among interface components | Included | Included | Included | Included |
| Roles and data permissions | ||||
| Manage roles and functional permissions | Included | Included | Included | Included |
| Granular permissions by user, record and field | Included | Included | Included | Included |
| Customer support | ||||
| Customer care ticketing system | Included | Included | Included | Included |
| Knowledge base management | Included | Included | Included | Included |
| Mobile application | ||||
| Cogover Mobile App support | Included | Included | Included | Included |
| Real-time task notifications | Included | Included | Included | Included |
| Cogover App Marketplace | ||||
| Download apps from the marketplace | Included | Included | Included | Included |
| Create and publish apps to the marketplace | Included | Included | Included | Included |
| System integration and expansion | ||||
| Connect Gmail and Outlook for email | Included | Included | Included | Included |
| Connect external systems through Cogover Process | Included | Included | Included | Included |
| Product management | ||||
| Create, edit and delete products | Included | Included | Included | Included |
| Configure product attributes | Included | Included | Included | Included |
| Manage product pricing | Included | Included | Included | Included |
| Manage product categories | Included | Included | Included | Included |
| Manage units of measure and unit groups | Included | Included | Included | Included |
| Set up SKU codes | Included | Included | Included | Included |
| Warehouse management | ||||
| Manage multiple warehouses | Not included | Not included | Included | Included |
| Track inventory by warehouse | Not included | Not included | Included | Included |
| Track opening and closing stock | Not included | Not included | Included | Included |
| Track stock in, out and on hand in real time | Not included | Not included | Included | Included |
| Set minimum and maximum inventory levels | Not included | Not included | Included | Included |
| Manage quantities, lots, serials and expiry dates | Not included | Not included | Included | Included |
| Configure FIFO, LIFO and FEFO stock strategies | Not included | Not included | Included | Included |
| Manage supply routes | Not included | Not included | Included | Included |
| Goods receipt and issue management | ||||
| Create, edit and delete goods receipt notes | Not included | Not included | Included | Included |
| Link goods receipts to purchase orders | Not included | Not included | Included | Included |
| Create, edit and delete goods issue notes | Not included | Not included | Included | Included |
| Link goods issues to sales orders | Not included | Not included | Included | Included |
| Split packages during receipt and issue | Not included | Not included | Included | Included |
| Transfer inventory between warehouses | Not included | Not included | Included | Included |
| Order management | ||||
| Create, edit and delete sales orders | Included | Included | Included | Included |
| Create, edit and delete purchase orders | Not included | Not included | Included | Included |
| Link orders to contracts | Included | Included | Included | Included |
| Create, edit and delete purchase returns | Not included | Not included | Included | Included |
| Create, edit and delete sales returns | Not included | Not included | Included | Included |
| Manage supplier lists | Included | Included | Included | Included |
| Warehouse reports and dashboards | ||||
| Warehouse operations overview | Not included | Not included | Included | Included |
| Inventory overview by expiry date | Not included | Not included | Included | Included |
| Inventory report by product | Not included | Not included | Included | Included |
| Inventory report by location | Not included | Not included | Included | Included |
| Inventory transfer analysis | Not included | Not included | Included | Included |
| Other system integrations | ||||
| Connect CRM, Sales, Inventory, Accounting and POS | Included | Included | Included | Included |
| Connect ERP or WMS | Included | Included | Included | Included |
Share your user count, applications, workflows and integration needs so Cogover can recommend a suitable plan.