// PRODUCT · CRM · 2025
The CRM that thinks in lifetimes, not pipelines.
// AI in your next step. Across every account.
While other CRMs assume the deal close is the end, your relationship is just hitting year three. Delivery, renewals, advisory, follow-on — we built the CRM we wished existed when we shipped ours. For consultants, advisors and portfolio operators.
Private beta · One team at a time. Cognitify is our first user.
Most CRMs assume the deal close is the end. In our world — consulting, advisory, portfolio operators — that's where the 3-to-5-year relationship begins.
Pipeline-shaped CRMs make sense for transactional sales: lead → demo → close → handoff. Our work — consulting, advisory, portfolio companies — barely fits that arc. The deal closes; delivery starts; renewals follow; advisory grows; the same person leaves Company A, takes a board seat at Company B, and you need both contexts side-by-side. Most CRMs flatten this. We refused to.
We wrote Cognitify CRM the way we wished a CRM was written when we shipped ours: lifecycle-first, multi-tenant from the schema up, audit-shaped from day one. And because we use it daily, next-best-action AI — walking every account with you — is the next build, not a tagline.
// what makes it different
Built around the relationship.
- 01
People are LinkedIn-shaped, not contact-shaped.
One person, multiple companies, multiple concurrent roles, gaps and returns. We keep all of it. The career timeline with concurrent role lanes is the centerpiece — not an export footer.
- 02
Lifecycle nav, not pipeline nav.
Three primary groups: Sales · Lifecycle · Workspace. Sales is what's open. Lifecycle is what's living. Workspace is what's yours. The interface tells you what stage of the relationship you're in — not just what stage of the deal.
- 03
Your clients' data, physically isolated.
Run 12 portfolio companies in one tool; cross-tenant leakage is impossible by construction — enforced at the Postgres row level, on every single query. The tenancy isn't a feature flag we hope nobody bypasses. It's the schema.
- 04
SOC 2-ready out of the box.
Pass your client's security review without scrambling. Every change is hash-chained, append-only, verifiable end-to-end. MFA built in, PII redacted by permission, classification badges on every document. Compliance from the schema up — not bolted on for the audit.
- 05
AI walking every account with you.
Next-best-action across every relationship, not just the open deals. Pinned summaries, drafted follow-ups, surfaced gaps. The AI is in the build queue — we won't pretend it ships today, but we built the schema (pgvector, hash-chained events) so it slides in without re-architecting.
// what's inside
Six surfaces, shipping.
- 01
People · Companies · Relationships
Find the real decision-maker even when they've changed companies three times. Many-to-many people↔companies, non-exclusive concurrent roles, returnable spells, career timelines with concurrent role lanes and gap markers.
- 02
Pipelines · Stages · Deals
Stop losing deals to data-entry friction. Multi-pipeline state machine, reopen with reason logging, required-field gating per stage — the form fights for clean pipeline hygiene without slowing you down.
- 03
Leads · Convert · CSV import
Move from one-off email lists to a real lead funnel in an afternoon. Disqualify with reasons, convert with last-statement predicate gate, reverse-convert when things change, 10k-row CSV bulk import in one synchronous request.
- 04
ABAC · Audit · RLS
Give your junior consultants their own view without exposing the partners' deals. Attribute-based access control, PII redaction by permission, append-only audit hash chain — verifiable end to end.
- 05
Multi-tenant & self-hostable
Run our cloud, or your own — your data, your call. Hard data isolation at the Postgres row level. OpenTofu modules deploy the full stack to Azure (other clouds welcome — Postgres is Postgres).
- 06
SOC 2-ready foundation
Pass your enterprise client's security review without four weeks of remediation. MFA enrolment built in, classification badges per document, per-entity audit trails, session throttling by IP and identity.
// under the hood
PostgreSQL 16 with row-level security · Redis-backed sessions · TypeScript end-to-end · MFA · pgvector-ready for semantic search across your relationship graph · Self-hostable via OpenTofu to Azure.
// access
Get in early.
We onboard one team at a time. Drop your email — we'll reach out when there's space and the workflow fit looks right.
You're on the list.
We'll be in touch when there's space. In the meantime, you can poke around at crm.cognitify.ai — most of it requires an account, but the brand surface is there.