12 custom data objects
30 custom data fields per object
Storage capacity: 2GB/user
Unlimited email notifications per day
Unlimited records
20 processes
Unlimited processes instance*
Minimum 5 users
Unlimited custom data objects
Unlimited custom data fields per object
Storage capacity: 30GB/user
Unlimited email notifications per day
Unlimited records
Unlimited processes
Unlimited processes instance*
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 | ||
Phone setup and inbound call management | ||
| Set up a range of phone number types (1800, 1900, landline, mobile) | ||
| Interactive Voice Response (IVR): identify, segment and route callers to the most appropriate queue | ||
| Allow callers to leave voicemail when all agents are unavailable or outside business hours | ||
| Configure call recording for each queue, hotline, or inbound/outbound call | ||
| Grant outbound dialing permissions to each agent and hotline | ||
| After Call Work: give agents wrap-up time to complete follow-up tasks after each customer interaction | ||
| Manage portal accounts | ||
| Manage groups | ||
| Manage queues | ||
| Manage IVR | ||
| Manage hotlines | ||
| Manage greeting messages | ||
| Manage the blacklist | ||
Agent call handling | ||
| Automatically and manually change agent status | ||
| Hold calls and configure on-hold music | ||
| Mute calls | ||
| Transfer calls to other agents | ||
| Transfer calls to another queue, phone number, or IVR | ||
| Add agent to conference call | ||
| Optimize call-out fees by automatically dialing from the phone number that has the same telco as customer's number | ||
| Free internal calls (App/Web/IP Phone) | ||
| Auto answer call | ||
| Call history | ||
| Setup coaching group | ||
Supervisor controls | ||
| Answer any in-queue calls | ||
| Silent call monitoring | ||
| End agents' calls | ||
| Takeover agents' calls | ||
| Supervisor transfer agents' calls to other agents | ||
| Call whispering | ||
Call routing and queue management | ||
| Distribute calls to the agent in charge of the customer | ||
| Distribute calls to the last agent supporting the customer | ||
| Prioritize and categorize groups of agents based on their skill sets, then distribute calls accordingly | ||
| Configure specific extension numbers for agents so customers can call a specific agent directly | ||
| Customize waiting messages, welcome greetings, queue to voicemail, maximum queue size, and waiting time limit | ||
| Configure call ring time to agents of each queue | ||
| Set priorities in queuing for VIPs | ||
Ticketing | ||
| Automatically open a ticket when a call is made or received | ||
| Automatically convert voicemails into tickets | ||
| Automatically convert missed calls into tickets | ||
| Create tickets through API | ||
| Transfer tickets between departments and agents | ||
| Information fields dynamic tickets | ||
| Categorize and prioritize tickets | ||
| Create ticket filters | ||
| Track progress of a ticket by status | ||
| Triggers and automations | ||
| Realtime notification when there is any update on the ticket | ||
| View ticket modification history | ||
| Add tasks on tickets and receive reminders automatically | ||
Contact management | ||
| Create and manage multiple contacts, companies, and group contacts into companies | ||
| Display all information, notes and phone numbers of customers who call in or when agents call out | ||
| Manage tickets related to customers and companies | ||
| Search for customers' information | ||
| Import and export customers' data | ||
| Merge contacts | ||
| Call and send SMS for contacts | ||
| Categorize customers into different priority levels in queue | ||
| Create contact filters | ||
| Hide and unhide contact information | ||
| Add and remove contact information | ||
| Add tasks on contacts and receive reminders automatically | ||
| Duplicate rule for contacts | ||
Security and administration | ||
| Enable two-factor security when logging in | ||
| Setup role and permissions for all users | ||
| Audit log | ||
Reports and analytics | ||
| Call analysis, statistics and reports: call history, peak hour traffic, talktime, call status, queue, end-call reason, and more | ||
| Call history, search history by any criteria, listen to recordings | ||
| Report on inbound productivity by time period | ||
| Report on ACD productivity | ||
| Report on agents' performance | ||
| Report agents' efficiency | ||
| Report on agent status | ||
| Report agent by ticket fields | ||
| Ticket statistics and reports | ||
| SMS statistics and report | ||
Realtime monitoring | ||
| Monitor calls | ||
| Monitor chat | ||
| Monitor agents | ||
| Monitor queues | ||
| Monitor PBX's performance | ||
Feature modules | ||
| Voice Call features | ||
| Ticket features | ||
| Contact features | ||
| Sync telephone directory | ||
Omnichannel | ||
| Manage omnichannel chat across Facebook, Zalo, Live Chat | ||
| Manage Facebook comments | ||
| Automatic conversation routing and assignment | ||
| AI-powered smart conversation routing | ||
| Create orders within the conversation interface | ||
| Tag and manage conversation labels | ||
| Search and filter conversations by criteria | ||
| AI auto-creation of customers and orders | ||
| AI auto-update of Lead and Contact information | ||
| Manage message templates | ||
| Use message templates in conversations | ||
| Send proactive ZBS messages from customer phone numbers | ||
Inventory - Product Management | ||
| Create, edit, delete products | ||
| Configure product attributes | ||
| Manage product pricing | ||
| Manage product categories | ||
| Manage units of measure and unit groups | ||
| Configure SKU codes | ||
Inventory - Warehouse Management | ||
| Manage multiple warehouses | ||
| Track stock levels per warehouse | ||
| Track opening and closing stock | ||
| Track real-time inbound - outbound - stock-on-hand | ||
| Set minimum and maximum stock levels per product | ||
| Manage quantity, lot number, serial number, and expiry date | ||
| Configure stock-out strategies: FIFO / LIFO / FEFO | ||
| Manage supply routes | ||
Inventory - Inbound - Outbound 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 inbound - outbound | ||
| Internal transfers between warehouses | ||
Inventory - Order Management | ||
| Create, edit, delete sales orders | ||
| Create, edit, delete purchase orders | ||
| Link orders with contracts | ||
| Create, edit, delete purchase return orders | ||
| Create, edit, delete sales return orders | ||
| Manage supplier list | ||
Inventory - Reports & Dashboards | ||
| Warehouse activity overview | ||
| Stock overview by expiry date | ||
| Stock report by product | ||
| Stock report by location | ||
| Transfer analysis report | ||
| Customize reports and dashboards to actual needs | ||
Inventory - Integration with Other Systems | ||
| CRM - Sales - Inventory - Accounting - POS | ||
| Connect with ERP or WMS | ||
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