Cognify — our own CRM, included

Meet Cognify, the CRM built for conversations

Cognify is our CRM — not a connector to someone else's. Every social platform, every email, every phone call and every ticket writes into it natively, so a customer who DMs you on Instagram, opens a ticket and then calls is one record with one history.

Included on every plan · No separate CRM subscription · Optional sync to HubSpot, Salesforce, Zoho, Pipedrive and Shopify

Cognify · Sara Almeida
SA Sara Almeida +351 91 234 5678 · sara@example.com Customer
WhatsApp Instagram Voice LTV €2,840 Lisbon Stage: Negotiation
#4913 Open ticket · Chipped table leg · P2 · SLA 4h 12m left
Today Booked in-home measure · Thu 15:30 · deposit €50 paid
Mar 2 Inbound call 02:14 · rescheduled by AI voice agent
Feb 24 Instagram DM from Reel · asked about walnut finish
Feb 11 Order #4712 delivered · €1,290
1 open ticket 3 channels linked Mirrored → HubSpot
Native, not connected

Every social platform writes straight into Cognify

There is no middleware, no nightly sync job and no "contact created by integration". The channel and the CRM are the same product.

Facebook Messenger Writes to Cognify
WhatsApp Writes to Cognify
Instagram Writes to Cognify
Telegram Writes to Cognify
Viber Writes to Cognify
Web chat Writes to Cognify
Email Writes to Cognify
Voice Writes to Cognify
Inside Cognify

A CRM designed for messaging, not retrofitted for it

Most CRMs were built around an email address and a sales rep. Cognify is keyed to phone numbers and social identities, and every automation can read and write the record live while a conversation is happening.

One Cognify record per customer

Every channel, call, ticket, order, tag and custom field stitched into a single timeline — no duplicate contacts, no channel silos.

Every social platform native

Messenger, WhatsApp, Instagram, Telegram, Viber, web chat, email and voice write into Cognify directly. Nothing to connect, nothing to sync.

Pipelines and deal stages

Drag leads through stages, set follow-up tasks and let automations advance deals the moment a customer replies on any channel.

Segments and broadcasts

Build audiences from any Cognify attribute or behaviour, then broadcast on the channel each contact actually responds to.

Identity resolution across channels

Phone numbers, emails, social IDs and order numbers collapse into one Cognify profile automatically, even mid-conversation.

Optional sync with your stack

Cognify is a complete CRM on its own — and mirrors to HubSpot, Salesforce, Zoho, Pipedrive or Shopify when you still need it to.

Ticketing

Tickets live inside the customer record

A ticket in Cognify is never a separate object in a separate tool. It sits on the same timeline as the customer's WhatsApp thread, their last call and their open deal — so your agent sees the whole picture on one screen.

  • Raised from any channel — DM, web chat or phone call, transcript attached.
  • SLA policies and priorities with breach warnings before the clock runs out.
  • AI triage that categorises, prioritises and closes the routine ones.
Cognify · Ticket #4913
Chipped leg on delivered table Opened by AI from WhatsApp · Sara Almeida P2
Status In progress
Queue Aftercare · EU
Assignee Maya R.
SLA 4h 12m left
AI Triaged as Damage on delivery · P2 · routed to Aftercare · replacement part checked in stock.
Sara Photo attached — it's on the front left leg.
Maya Replacement leg dispatched, technician booked Wed 16:00.
Linked: order #4712 CSAT sent on WhatsApp 2 replies
Optional

You don't need another CRM. If you have one, we'll keep it current.

Cognify is complete on its own. When your revenue team already lives in HubSpot or Salesforce, Cognify mirrors contacts, deals and conversation timelines both ways.

H HubSpot CRM
S Salesforce CRM
Z Zoho CRM CRM
P Pipedrive CRM
S Shopify Commerce
W WooCommerce Commerce
S Stripe Payments
G Google Calendar Calendar
O Outlook Calendar Calendar
C Calendly Calendar
Z Zendesk Helpdesk
I Intercom Helpdesk
Free plan · no card

One customer record, one platform

Cognify CRM, ticketing, every social channel and a full contact centre — included, not bolted on.

  • One AI model on every plan — 1 message = 1 message, no credit multipliers.
  • Human handoff from day one, with full context in the shared inbox.
  • Cognify CRM and Flux built in — no extra subscriptions to stitch together.
  • SOC 2 Type II and GDPR with EU, US and APAC data residency.