One system for your clients, quotes and billing
A custom operations system shaped around how you work, built security-first.
Our AI receptionist answers 24/7, answers your questions and books your free consultation on the spot.
Prefer to type? Request a quoteNobody has the full picture
Client info in one spreadsheet, quotes in Word, contracts in email, invoices somewhere else. Things get missed and nobody has the full picture.
What We Build
A custom operations system shaped around how you work:
- Client and lead records
- Quotes your clients approve from a secure link
- Contracts with e-signatures
- Billing and subscriptions through a trusted payment processor
- Onboarding, follow-ups, review requests and monitoring
What a typical build includes
- A lead pipeline with the stages your sales process actually uses
- Client records with contacts, projects, documents and history in one place
- A quote builder that pulls from your own price catalog
- Quotes your clients approve from a secure link that expires
- Contracts with e-signatures
- Billing and subscriptions through a trusted payment processor
- Onboarding checklists and follow-up reminders
- Role-based access, so each person sees only what their job needs
Moving off spreadsheets
We map what you track today, clean it up, and move it into the new system before you switch over. Your team gets a walkthrough, and nothing is turned off until you’re comfortable.
What changes for your team
One place to look. Instead of checking a spreadsheet, a folder of quotes and an email thread, your team opens one system and sees the client, the quote, the contract, the billing status and the next follow-up. Quotes pull prices from your own catalog, so nobody types a number by hand. Follow-ups and reminders come up on their own, so fewer leads go quiet. And because each role sees only what its job needs, your team can work faster without exposing client or payment information. When something needs a look, like a quote still waiting on approval, it shows up on the dashboard instead of being forgotten.
How It Works
Discovery
How your business runs today.
Written scope
Exactly what we’ll build.
Build & test
Built and tested with your real workflow, then we move your data in.
Training & support
Your team learns it, and we keep it running.
Who It’s For
Service businesses, contractors, agencies and MSPs that have outgrown spreadsheets.
Built security-first
Role-based access, no anonymous data access, approval links that expire, and full card numbers are never stored in your system.
We run on our own
CogNexis AI runs on its own operations system, including quoting. Ask us for a walkthrough.
Every solution is scoped to your business
No packages. We learn how your business runs, then build only what you need, with a written proposal before any work starts.
Our AI receptionist answers 24/7, answers your questions and books your free consultation on the spot.
Prefer to type? Request a quoteFrequently Asked Questions
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Let’s talk about what you need
Tell us how your business runs and we’ll show you what we’d build.
Our AI receptionist answers 24/7, answers your questions and books your free consultation on the spot.
Prefer to type? Request a quote