Built on Trusted Technology
Cogito Wealth CRM: The essential tool for serious Property Investors
Sick of spreadsheets, piles of notes, lost viewing photos on your phone, forgotten follow ups and missed opportunities?
Trello, Podio, Insightly, Zoho, Asana, etc too complicated, too expensive, or
not setup for property investors?
We've been through all that pain and created Cogito Wealth CRM,
to save you time and hard work.
Read on to see how Cogito Wealth CRM can be the complete solution to organise your property investment business.
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Built for you
Cogito Wealth CRM is built by property investors, for property investors! We got so frustrated with so many systems that didn't do what we needed we thought it was time to build our own!
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Multiple access levels
Allow your virtual assistant access or business partners to upload leads, or to manage opportunities for you.
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Services
Ever wasted time searching files or emails for utility details? Cogito Wealth CRM provides a quick way to check and access details for all the services you've associated to a property.
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Tenancies and HMO Rooms
Store data about the tenancies for a property, including specific rooms at a property, rental state, AST documents, tenant details and lots more.
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Renewals & Reminders
Track renewals and reminders for leads & properties using the built-in calendar, tasks, meetings & calls.
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Manage your leads like a pro
Nurturing your property leads effectively is critical for growing your portfolio. Use our lead management feature to keep on top of opportunities and grow your deal funnel like a sales professional.
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Its all in the follow up!
Easily track your viewings, offers and auto create tasks to remind you to follow them up. Maybe even have your VA do this for you.
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Manage your portfolio
Building a funnel of leads is important, but you've got to look after your portfolio too. We've built Cogito Wealth CRM to make sure you've got both covered.
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Finance
Keep track of your Angels/private finance, mortgages, loans, etc and how they are allocated to your projects.
£75 million +
Est. leads value tracked by our users
1,000s
Est. leads being nurtured by our users
£10 million +
Est. portfolio value of our users
Lead and portfolio values estimated based on anonymised data
Access anywhere
Easy browser access Cogito Wealth CRM from your laptop, tablet or mobile
Mobile Access
Access your Cogito Wealth CRM from anywhere using your mobile
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Simple access from Safari/Chrome on mobile, no need to install an app and keep it updated.
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Make updates any time, update a property lead straight after a viewing, or snap a photo of an interesting property and create a lead in seconds to follow up later.
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Access all associated info, in a couple of taps call an estate agent to let them know you're running late to a viewing, or check your notes for the property.
Simple Monthly Plan
Hassle free, cancel any time
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Monthly
Designed for an easy start for everyone
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Full access to Cogito Wealth CRM
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30 day free trial
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5 user accounts
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10 GB storage
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Initial data upload
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Email Support
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Monthly billing
£29.99/month
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Frequently Asked Questions
Got questions? See below for some common queries, or scroll down further to get in touch.
Is my data safe?
Yes, your data is stored on servers in the UK and in a database dedicated to your system. Access is secured using SSL.
What sort of information can I store?
Lots of information! You can store details of Leads, Properties in your portfolio, photos of properties and documents associated to a property, lead or person. Contacts (e.g. tenants, investors, etc), Businesses (e.g. estate agents, suppliers, etc), Finance (e.g. the finance products you have), Services (e.g. utilities, insurance, etc associated with a property).
Is there training available?
Yes, you have a free 1 hour live onboarding session where we talk you through the system and make sure you're up and running.
You also have access to the help and support portal where you'll find guides and training.
Can I have more than 5 users?
Yes! For a small additional fee you can add extra users, but we find for most customers 5 users is plenty.
Do the user accounts have access to the same data?
You can decide if you want all your users to see all information, which works well if you are using the system with a business partner. Alternatively you can have user accounts only see the data they have created, which is useful if you have a virtual assistant working on finding you leads for example.
What if I want to leave - can I export my data?
Yes, you can export your data any time to Excel or CSV. Useful if you want to export data to upload to a website such as Stannp or Inmail for direct mailing.
Can I have more storage?
Yes, you can add more storage for a small fee, however the 10GB storage included can store 10,000+ leads and thousands of photos.
Can I import my existing data?
Yes, you have included a data upload to the fields available in Leads, Properties, Contacts and Businesses. Send a request to Support titled “Data Import” to get this setup.
I have more questions
Just scroll to the bottom of the page to use the contact us for and we will get back to you ASAP!
Get in touch
Enter your best contact details below and your query and we will get back to you ASAP.
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