# Introduction

Cognivo is a CRM workspace for managing customer relationships from the first WhatsApp conversation through sales follow-up and ongoing account activity. It gives sales, customer service, managers, and administrators a shared place to work with contacts, companies, leads, interactions, tasks, campaigns, and performance data.

## How Cognivo organizes customer work

- **Contacts** represent individual people and their communication details.
- **Customers** represent companies or organizations and group their related contacts.
- **Interactions** capture WhatsApp conversations, ownership, status, and follow-up context.
- **Leads & Pipeline** track sales opportunities as they move through defined stages.
- **Tasks** turn follow-up work into assignments with owners, priorities, due dates, and progress.
- **WA Blast** sends approved WhatsApp templates to defined audiences and tracks delivery results.
- **Reports** summarize lead, conversion, sales, and team performance.
- **Settings** controls organization information, WhatsApp integrations, users, teams, roles, and permissions.

## A typical customer journey

A person enters Cognivo as a contact through a WhatsApp interaction, manual entry, or file import. The contact can be associated with a customer company and qualified as a lead. The sales team moves that lead through the pipeline, records activities and notes, and creates tasks for the next action. Managers use reports to monitor conversion and performance, while administrators maintain access and integrations.

Each module can also be used independently. The value of Cognivo grows when teams keep ownership, status, and relationship data current across the workflow.

## Choose where to begin

- New users: follow the [Quick Start](/quickstart/) to learn the core workflow.
- Customer service teams: begin with [Interactions](/features/interaction/overview/).
- Sales teams: begin with [Leads & Pipeline](/features/leads-pipeline/overview/).
- Marketing teams: begin with [WA Blast](/features/wa-blast/overview/).
- Managers: review [Reports](/features/reports/overview/).
- Administrators: configure the workspace in [Settings](/features/settings/overview/).

## Product concepts to keep consistent

Use a **contact** for a person and a **customer** for a company. Use an **interaction** for a conversation, a **lead** for a sales opportunity, and a **task** for a concrete action someone must complete. Keeping these concepts separate prevents duplicate records and makes reporting more reliable.