Leads are captured, but not owned
Teams receive leads from forms, campaigns, chat or manual upload — but ownership is unclear, so leads sit unworked.
Cogover Sales
Turn every lead into an owned sales workflow.
Cogover Sales helps teams manage leads, accounts, contacts, opportunities, quotes, orders, contracts, tasks, approvals, omnichannel conversations and sales dashboards in one configurable, no-code CRM system.
Bring one real sales process. We'll show how Cogover captures the lead, assigns ownership, tracks follow-up, manages the opportunity, and gives managers visibility.
LEAD-2041Priya Menon — NBFC enquiry
ActiveLead sourceWhatsApp campaign
Assigned repARAnanya R.
New
Qualified
Opportunity
Quote
Won
Next taskFollow-up callSLA · 2h
ConversationWhatsApp · tagged
Quote status₹4,20,000 · Sent
Visible to sales managerOn track
Built for India's call-heavy sales teams
BFSINBFCBrokerageBPO & CXReal Estate
The problem
Sales execution breaks when leads, tasks, conversations, quotes and approvals live in different places.
Teams don't fail for lack of tools. They fail because the work is scattered across forms, chat, spreadsheets and inboxes — with no single place that holds each lead accountable.
Follow-ups depend on discipline
Tasks, reminders and next steps are not always tracked consistently, so promising leads quietly go cold.
Commercial work gets disconnected
Opportunities, quotes, orders, contracts, products and price lists sit outside the daily sales workflow.
Managers lack live visibility
Reports exist, but they rarely show execution risk — overdue tasks, stuck opportunities or approvals waiting.
From scattered to ownedBefore · Scattered tools With Cogover Sales · One workflow
A traditional CRM stores sales data. Cogover Sales turns it into process.
Same leads. Same team. The difference is whether every lead becomes a tracked, owned, accountable piece of work — or a row in a database nobody acts on.
Work lives everywhere
- ×Leads land in forms, chat and inboxes
- ×Ownership and next steps are unclear
- ×Quotes and contracts live in separate files
- ×Managers chase status manually
Work moves itself
- Every lead is captured, classified and assigned
- Tasks, SLAs and approvals run automatically
- Opportunities, quotes and orders stay connected
- Dashboards show execution risk in real time
The Cogover operating loop
One connected workflow from lead to revenue.
Every customer event becomes an accountable action. This is the Cogover signature — not a diagram on a slide, but the path each lead actually travels inside the system.
01Lead capturedform · chat · upload
02Classified & assignedrouting rules
03Follow-up taskowner · SLA
04Conversation managedWhatsApp · FB
05Opportunity openedpipeline stage
06Quote / order / contract+ approval
07Dashboard updatedmanager visibility
Clear owner per recordSLA bound to each stepFull audit trail
What's inside
Six capability groups, built for how sales teams actually work.
Everything is configurable, no-code, and connected to the same workflow — so capabilities reinforce each other instead of becoming separate tools.
01 · Lead management
Capture and route every lead
- +Lead management & classification
- +Assignment and routing rules
- +Auto-generate leads from web forms
- +Duplicate data rules & custom fields
- +Quick search, smart paste & auto-populateAI
02 · Customer & sales process
Run a controlled sales process
- +Account and contact management
- +Sales opportunity management
- +Opportunity assignment & routing
- +Customizable sales processes
- +Manage tasks, activities & sales teams
03 · Quotes, orders & contracts
Keep commercial work connected
- +Quote, order & contract management
- +Product & price list management
- +Contract & quote templates
- +Inventory management where included
04 · Automation & approvals
Automate the steps in between
- +Build automated processes
- +Multi-level approval processes
- +Record creation/update & notifications
- +Loops, sub-processes & email sending
- +Digital signing inside workflows
05 · Reporting & visibility
Give managers live visibility
- +Custom reports & dashboards
- +Funnel charts & KPI widgets
- +Gauge charts & table views
- +Unified data on one platform
06 · Customization & omnichannel
Configure it to your model
- +Custom applications & custom UI
- +Role, function & record/field permissions
- +Gmail, Outlook & SMTP integration
- +WhatsApp & Facebook conversation management
- +Routing, tags & message templates
Why more than a CRM
A traditional CRM records data. Cogover Sales drives execution.
Traditional CRM
Cogover Sales
Leads
Stores leads and accounts
→ Captures, classifies, assigns and routes leads
Sales stages
Tracks sales stages
→ Turns stages into tasks, workflows, approvals and outcomes
Follow-up
Requires manual discipline
→ Automates reminders, notifications and process steps
Commercial docs
Separates quotes and contracts
→ Connects opportunities, quotes, orders, contracts, products and price lists
Reporting
Basic reporting
→ Custom dashboards, funnel charts, KPI widgets and manager visibility
Process
Fixed process
→ No-code customization for objects, fields, UI, permissions and workflows
Traditional CRM
Leads
•Stores leads and accounts
Sales stages
•Tracks sales stages
Follow-up
•Requires manual discipline
Commercial docs
•Separates quotes and contracts
Reporting
•Basic reporting
Process
•Fixed process
Cogover Sales
Leads
→Captures, classifies, assigns and routes leads
Sales stages
→Turns stages into tasks, workflows, approvals and outcomes
Follow-up
→Automates reminders, notifications and process steps
Commercial docs
→Connects opportunities, quotes, orders, contracts, products and price lists
Reporting
→Custom dashboards, funnel charts, KPI widgets and manager visibility
Process
→No-code customization for objects, fields, UI, permissions and workflows
Omnichannel chat, built in
Manage conversations where your leads already are.
WhatsApp and Facebook conversations live inside the sales workflow — routed, tagged and tied to the right lead and owner — so chat becomes part of the process, not a separate inbox.
WWhatsAppfFacebook@Gmail · Outlook · SMTP
Calling & contact center are a deliberate upgrade — not a hidden bundle.
For teams that also need voice calling, IVR, dialer or call recording, Cogover Sales can be extended through Cogover Service or unified through Cogover Connect. We keep product boundaries accurate so you never pay for capabilities you didn't ask for.
Built for your team
The same workflow, shaped to how each industry sells.
Cogover Sales is configured to your process — here's how India's call-heavy sales teams put the operating loop to work.
Recover more, chase less
Promise-to-pay follow-ups never slip, with owned tasks, SLAs and approvals on every account.
AccountPTP taskWhatsAppApprovalDashboard
Renew before it lapses
Renewal leads are captured, assigned and quoted on time, with reminders that run automatically.
LeadOwnerRenewal taskQuoteWon
Activate every enquiry
New investor and buyer enquiries become owned, tracked follow-up the moment they arrive.
EnquiryAssignConversationOpportunityOutcome
Enterprise readiness
Control, permissions and audit — by design.
Granular permissions
Role and function permissions, plus record- and field-level data control for sensitive sales data.
Full audit trail
Every record change, assignment and approval is logged — so accountability is provable, not assumed.
One unified platform
Leads, conversations, quotes, approvals and dashboards share one data model — no integrations to babysit.
Manager dashboard · live
Execution risk, visible at a glance
Open opportunities142
Overdue follow-ups9
Approvals waiting4
SLA met this week96%
Quotes sent · 7d38 · ₹2.1Cr
Pricing · India
Start with Sales. Grow into voice when you need it.
Transparent per-user pricing, billed annually. Move up only when your team actually needs service operations or a unified contact center.
Cogover Sales
No-code Sales CRM, workflow automation & omnichannel chat.
₹700/ user / mo
Billed annually · GST extra- Leads, accounts & opportunities
- Quotes, orders & contracts
- Workflow automation & approvals
- WhatsApp & Facebook conversations
- Dashboards & manager visibility
Cogover Service
Adds contact center, voice, ticketing & SLA-driven service operations.
₹1,399/ user / mo
Billed annually · GST extra- Everything in Sales
- Voice, IVR & call recording
- Ticketing & SLA management
- Supervisor visibility
Cogover Connect
Unified CRM, contact center, workflow & AI on one customer timeline.
₹2,399/ user / mo
Billed annually · GST extra- Everything in Service
- Unified customer timeline
- Cross-channel AI & context
- One operating loop, end to end
Need Enterprise? Talk to us about volume pricing, deployment and security review.
Questions, answered
Before you book a demo
Both. Cogover Sales stores your leads, accounts and opportunities like a CRM — then turns each sales stage into owned tasks, automated steps and multi-level approvals so execution actually happens, not just data entry.
Book a sales workflow demo
See your sales process running in Cogover.
Bring one real sales process from your team: lead follow-up, quote-to-order, renewal or approval. We'll run it through Cogover Sales end to end to show how it drives execution.
- Captures the lead and updates the customer timeline
- Applies AI context, then triggers the right workflow
- Assigns ownership and tracks follow-up SLA automatically
- Gives managers live visibility of the outcome
A specialist will tailor it to one of your workflows.
