Today
The quote went out, then silence.
Your client opens the quote via a link or QR code. When they look at it, you get a task: now is a good time to call. They can accept it right there, with one button.
COGMA CRM · client management
From enquiry to invoice – in one place, on your own hosting.
Built for Hungarian small businesses and agencies. From the enquiry arriving on your website and the newsletter, through the accepted quote, to the issued invoice – everything is in one place, on your computer and on your phone. Not a rented cloud: it runs on your own hosting, and you don't pay extra for every colleague. The interface is in Hungarian and English.
What it solves
Less admin, more closed deals.
Today
At month's end you find out who wasn't invoiced.
The CRM prepares the monthly fees due, the fees of won deals and upcoming renewals. You approve, Számlázz.hu issues the invoice, and the PDF goes to the client's files.
Today
A spreadsheet, a notebook, three inboxes.
Every client, call, e-mail, quote and file on one timeline, with quick search – it finds things even without Hungarian accents.
Today
Someone filled in the form – then it got lost in the inbox.
Website forms, newsletter subscribers and recognised visitors land in Leads, with a score. When someone is “warming up”, the CRM tells you, and one click turns them into a deal.
Today
A newsletter? Some day – and was it even worth it?
Newsletters from the app with live preview and tracking; for every campaign you see the cost, the leads, the deals and the ROI.
Today
Big CRMs charge per user and don't know Hungarian invoicing.
Hungarian and English interface, Hungarian public holidays, Számlázz.hu – and one monthly fee, however many of you use it.
From quote to invoice
Four steps, one place.
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01The deal on the board
New → Survey → Quote → Negotiation → Won – or your own stages, even with several sales pipelines. Drag to move it on, with one-off and monthly fees and a weighted forecast.
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02Quote by link and QR code
From a template or the deal's items, filled in with your company details. The client opens it without logging in, and you see when they did.
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03Accepted online
The client accepts on their phone: the deal is marked won, the monthly fee moves to Finance, and you get a task to kick off. No signing, no scanning.
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04Invoice with one approval
Számlázz.hu issues it, and the PDF goes to the client's files. Recurring revenue, receivables and a 12-month payment calendar at a glance.
Leads, campaigns, newsletters
From enquiry to deal.
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01Incoming leads, scored
Your website forms, newsletter subscribers and recognised visitors in one list. Every signal earns points (pricing page, return visit, newsletter click); for a hot lead the CRM tells you it's a good moment to call.
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02One click to a task or a deal
Turn a lead into a task, or into a deal together with the company and contact – the source and campaign are kept, and the lead's history goes to the client's timeline.
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03Newsletters from the app
Edit with a live preview and personal greeting, send a test, schedule. Only subscribers get it, unsubscribing is one click – afterwards you see who opened it and what they clicked.
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04Campaigns with ROI
Ads, newsletters, events: what it cost, how many leads and deals it brought, how much revenue. Visitors arriving from a campaign link are attributed automatically.
Why it saves you time
You don’t work more – you search and forget less.
Nothing to keep in your head
Tasks appear by themselves: an opened quote, a hot lead, an expiring domain, a deal that went quiet.
No more searching
One timeline per client with every call, e-mail and quote; press “/” to find anything.
Less typing
A quote from a template in a minute; once accepted, the monthly fee and the invoice wait for your approval.
You call at the right time
You see who opened the quote and who looked at prices – you call whoever is interested right now.
Fewer clients slip away
Every form and sign-up lands in Leads; the “Needs attention” list shows what’s stuck.
You see what works
Cost, leads, deals and revenue per campaign – you put money where it pays.
Do the maths
≈ 7 hours / month
If searching, remembering and quote-and-invoice admin take 20 minutes less a day: 20 min × 21 working days = 420 minutes, per person.
An example of how to calculate it, not a measured result – plug in your own numbers.
Downloads
How it works – in plain wordsA client’s journey in five steps, what happens in the background, and why it saves you time. Good for colleagues and partners too.
Product brochureEvery module with screenshots: leads and campaigns, quotes, invoicing, projects, analytics, security, pricing.
Product sheetFeatures, pricing and technical requirements in one place.
Try it now
No sign-up, with a made-up company's data.
Clients, deals, quotes, leads, campaigns and newsletters from the life of a made-up web studio, Fénypont Studio. Click around and change anything: your changes are only visible to you and disappear after a day. In English and Hungarian.
- Every page, on your computer and your phone
- Newsletters are “sent” in test mode – see exactly what the recipient would get
- Prospecting is locked in the demo (it works with live data)
See it in action
Two and a half minutes, from lead to invoice.
Everything your day needs
What you don't need can be switched off.
Clients
Contacts, tags, source, "current status", a timeline of every call and e-mail; files attached to clients, deals and projects.
Overview and tasks
Five-week calendar, today's tasks, a "needs attention" list, a morning summary e-mail and a calendar feed for your phone.
Deals and quotes
Board view with your own stages, several sales pipelines, product catalogue, quote templates, online acceptance, printable quotes with your company details.
Leads
Incoming enquiries with scoring: website form, newsletter, recognised visitor, import. A task for hot leads, a deal in one click.
Campaigns and newsletters
Cost, leads, deals and ROI per campaign; newsletters with live preview, scheduling, open and click tracking, unsubscribe.
Finance
Monthly fees, payment calendar, receivables, Számlázz.hu invoicing with approval, domain and hosting renewals.
Projects
Deadline, budget, estimated hours, time log ("1:30", "45m") and the real hourly rate from the budget.
Analytics
Win rate, average deal size, sales cycle, sources, funnel, reasons for losing, team.
Credentials
FTP, admin and e-mail passwords tied to clients, encrypted with AES-256; shown only on request.
English and Hungarian
The interface switches to English with one click – for English-speaking colleagues and partners.
Prospecting
Well-rated local businesses with a weak online presence, with a website check, free domain names and a ready-made outreach message.
Previews and posts
The website in progress with an expiring client link – the CRM tells you when it's viewed. Posts per account, waiting for approval.
Take a look around
Screenshots from the CRM of the fictional Fénypont Stúdió – click to enlarge.
In your pocket – and only you can get in
- Face ID / Touch ID on your phone, no password needed
- Two-step login with an authenticator app and backup codes
- Login pattern: from outside, only nine dots are visible
- The database is on your own hosting, locked away; full backup in one click
- Runs in the browser – no app to install, add it to your home screen
- Help on every page: what the page is for and how it works
- English and Hungarian – the interface switches with one click
Pricing
One price, every module – no per-user fee.
Installation, setup, training
from €725one-off fee
€75 / monthoperation
- Every module: clients, deals, quotes, tasks, leads, campaigns and newsletters, finance, projects, analytics, credentials
- For agencies: Prospecting, Previews, Posts – whatever you don't need, we switch off
- Installation on your hosting, with your own subdomain and HTTPS
- Company details, Számlázz.hu, scheduler, tracking code for your website, one-hour training
Operation includes
- Updates and new features
- Security fixes
- Support on working days
- Scheduler monitoring
Extra
Data migration and custom development on request. Hosting, the Számlázz.hu subscription, the newsletter sending service (e.g. Brevo) and, for Prospecting, the Google and Brave API keys are not included.
No VAT is charged (we are a VAT-exempt small business), so the price shown is the full price.
How do we start?
01
Demo
20 minutes with a fictional company's data, tailored to your processes – or try it yourself first.
02
Installation
On your hosting, with your own subdomain (e.g. crm.yourcompany.hu) and HTTPS, in a day or two.
03
Data
Your clients and newsletter subscribers imported from a spreadsheet, company details, price list, quote template, sales pipelines.
04
Training
One hour – and after that, help is on every page.
Frequently asked questions
What is a CRM system?
A CRM (customer relationship management) is software that keeps everything about your clients in one place: enquiries, calls and e-mails, quotes, tasks and invoices. So you don't have to search through a spreadsheet, a notebook and three inboxes, and nobody slips through the cracks.
What if I stop paying the monthly fee?
The CRM runs on your own hosting, and the database is a single file that belongs to you. It keeps working without support and updates, and every list can be exported to Excel.
How many colleagues can use it?
As many as you need – there is no per-user fee. There are admin and team member roles: team members work with clients, the admin handles settings and backups.
Can I use it to create quotes?
Yes: a quote takes a few minutes from the product catalogue and a template; the client opens it via a link or QR code and accepts it online, and you see when they viewed it. Once accepted, the invoice can be issued via Számlázz.hu in one click.
Do I need to install an app?
No. It runs in the browser on computers and phones, can be added to your phone's home screen, and you can log in with Face ID.
I don't use Számlázz.hu. Will it still work?
Invoices can be recorded manually, and the payment calendar and receivables work the same way. Automatic invoicing is currently available with Számlázz.hu.
What does my hosting need?
PHP 7.4 or newer, SQLite and HTTPS – most Hungarian hosting providers have this by default. If you don't have hosting, we'll arrange it.
Does it send e-mails or post on my behalf?
Only what you start. It sends a newsletter when you press Send (or schedule it) – through your own email provider, and only to people who subscribed. It prepares outreach messages and posts, but you send them, and it never issues an invoice without your approval.
Can I try it before deciding?
Yes: the demo can be clicked through without signing up, with a made-up company's data, in English and Hungarian. Then we walk through it in twenty minutes with your own processes.
How do leads from my website get in?
We add one line of code to your website and mark your forms: submitted data also lands in the CRM as a lead, with a task to reply. If the visitor consents, the CRM also sees which pages they viewed (e.g. pricing) – that's where the score comes from. You can also import from a spreadsheet.
What about data protection for newsletters and tracking?
People only get the newsletter with explicit consent, the source of the consent is recorded, unsubscribing is one click, and an import never re-subscribes anyone who left. Visitor tracking only starts after the visitor agrees, stores no IP address, and anonymous data is deleted after 13 months.
See it live
In twenty minutes we walk through it with a fictional company's data – on your own processes.