SALES AUTOMATION, SIMPLIFIED
YOUR SALES PROCESS KNOWS WHAT HAPPENS NEXT.
Cognizys automatically moves every lead through the right steps, follow-ups and conversations — from first enquiry to customer.
NEW LEAD
Enquiry arrives
→
QUALIFIED
Interested
→
MEETING
Booked
→
PROPOSAL
Sent
→
CUSTOMER
Agreement signed
THE PRODUCT
A JOURNEY THAT KEEPS MOVING.
Define your process once. Cognizys keeps every enquiry moving through the right response, step and follow-up.
THE NEXT MOVE, VISUALISED
01 / TRIGGER
Customer clicks “Interested”
02 / ACTION
Information pack sent
03 / OUTCOME
Lead moves to Qualification
One customer action. The right next move — already in motion.
LEADS SHOULDN’T DEPEND ON SOMEONE REMEMBERING WHAT TO DO NEXT.
A lead arrives. Someone needs to respond.
Someone needs to send information.
Someone needs to remember the follow-up — and update the CRM.
Every manual step is another opportunity for a lead to disappear. Cognizys turns your sales process into a journey that keeps moving.
DESIGN THE JOURNEY. COGNIZYS RUNS IT.
01 — BUILD
Create the journey your customers should follow.
Qualification → Engagement → Proposal → Customer
02 — AUTOMATE
Choose what should happen at every step.
Send email, information, invitations and follow-ups — at the right moment.
03 — RESPOND
Customer behaviour determines what happens next.
Clicks, forms, bookings and signatures move the sale forward.
CUSTOMER-DRIVEN AUTOMATION
LET YOUR CUSTOMERS MOVE THE SALE FORWARD.
Cognizys communications can contain actions that determine what happens next. Their response becomes the workflow.
From Cognizys
Would you like to learn more?
YES, I’M INTERESTED
Lead updated → Information sent
Moved to Qualification → Next action begins
FOLLOW-UP. WITHOUT THE FOLLOWING UP.
PROPOSAL SENT
→
WAIT 2 DAYS
→
FOLLOW-UP SENT
→
SALESPERSON NOTIFIED
Cognizys keeps opportunities moving without your team constantly checking the CRM.
SOLUTIONS
BUILT FOR THE WAY YOU SELL.
Every business has a different sales journey. Cognizys lets you automate yours.
FRANCHISE SALES
REAL ESTATE
FINANCE & MORTGAGE
PROFESSIONAL SERVICES
B2B & SAAS SALES
FRANCHISE SALES
Head office can automate high-volume franchise enquiries while the team steps in when human interaction matters.
Franchise Enquiry → Information Pack → Qualification → Discovery Call → Application → Agreement → New Franchisee
STOP MANAGING YOUR CRM. LET YOUR CRM MANAGE THE PROCESS.
Every enquiry gets followed up. Every prospect gets the right information. Your team knows exactly when they need to step in.
COGNIZYS DOESN’T JUST RECORD WHERE YOUR LEADS ARE. IT HELPS MOVE THEM FORWARD.
NEVER WONDER WHAT HAPPENS NEXT.
Build your sales process once. Let Cognizys keep it moving.
BUILD YOUR SALES FLOW