Cognivra Dynamic CRM

One Configurable Platform for CRM and Business Operations

Bring sales, delivery, employees, finance, payroll, documents, assets, and reporting into one role-aware system configured for your company.

Cognivra Dynamic CRM operations dashboard

Everything Your Team Needs to Operate

Use the modules you need while maintaining one source of truth across customer and company operations.

Sales leads and customer relationships
Clients and contact information
Projects, tasks, timesheets, and assignments
Employees, roles, leave, payroll, and payslips
Reimbursements, advances, quotations, and invoices
Policies, documents, hardware, and software assets
Notifications, activity history, reporting, and backups

Connected Workflows

Lead → Follow-up → Client → Quotation → Project → Invoice
Project → Employee assignment → Tasks → Work logs → Completion
Employee onboarding → Role assignment → Leave and payroll → Separation
Employee claim → Manager or finance approval → Settlement

Your Company, Your Identity

Configure company names, identifiers, legal details, bank information, logos, letterheads, signatures, stamps, PDFs, email identity, and administration branding.

Role-Aware Control

A protected root administrator retains company ownership while administrators, project leads, finance approvers, HR approvers, and employees receive appropriate module access.

Software Demo & Testing

Want to test this software?

Request a guided product walkthrough, test the workflows most relevant to your team, or discuss a company-specific implementation.

See the relevant workflows in action

Ask implementation and integration questions

Discuss a version configured for your business

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