Cogent

HubSpot Diamond Partner · Integrations · Adoption

Make growth make sense

We are a UK HubSpot partner. We connect HubSpot to the ERP, finance and data systems your business already runs, then stay with your team until it is used properly.

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  • HubSpot Diamond
    Solutions Partner
  • 13live OW Sync connectors, 5 more on the way
  • Built by operators who ran a distribution business on OrderWise, Sage and HubSpot

Start with the problem

Nobody wakes up wanting a CRM project

You want fewer workarounds, numbers you trust and a system your team actually uses. Tell us which of these sounds familiar.

Business consulting

Grow with AI, better systems and a team that pulls together

Before any build, we help leadership teams line up people, processes and systems, find where AI genuinely pays off, and plan the next step one Level at a time.

  • Growth and operating model
  • AI readiness and proof of concept
  • Systems and total cost
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The APPS Principle™

Where are you today?

Growth stalls when people, processes and systems are out of step. Score each one from 0 to 4. Your Level is your weakest pillar, because that is the one holding the others back.

  1. Unstructured Spreadsheets, inboxes and memory.
  2. Foundations One CRM, set up properly.
  3. Process adopted The team works the same way, in the system.
  4. Connected CRM, ERP and finance share the same data.
  5. AI-led AI working on clean, connected data.
People Does your team know what to do, and do they actually use the system?

Process adopted

Processes Is there one agreed way to sell, deliver and serve, written down and followed?

Foundations

Systems Do your tools share the same data, or does someone re-key it every day?

Foundations

Your starting Level

1Foundations

Your weakest pillar sets your Level.

Next step up

Level 2 · Process adopted

Processes are agreed and followed. Reports come from the CRM, not from a spreadsheet next to it.

Talk it through with us

A quick self-check, not a diagnosis. A Diagnose call scores each pillar properly.

The Cogent Blueprint™

One Level at a time, with adoption as the main event

Every engagement moves you up one Level. We diagnose before you sign, build from proven templates and then spend real time making sure the change sticks.

  1. Phase 0

    Diagnose

    Before you sign

    We score your business on The APPS Principle, agree your starting Level and review every system you run and what it costs.

  2. Phase 1

    Confirm

    Once you sign

    We lock the scope from the package for your next Level and agree anything custom.

  3. Phase 2

    Deploy

    Build and go-live

    We build from proven templates, connect your systems, train your team role by role and go live.

  4. Phase 3

    Adopt

    60 to 90 days after go-liveThe main event

    The main event. Your team already knows how to use the system; now a dedicated Client Enablement Manager makes sure they actually do, until the new way of working sticks.

  5. Phase 4

    Level Up

    When you are ready

    We review progress, re-grade your Level and agree the next step. Each new Level loops back to Confirm.

How the Blueprint works →

OW Sync connectors

Your ERP and HubSpot, finally talking

Orders, invoices, stock and account data, flowing both ways. Our own OW Sync connectors cover the systems our clients use most. For anything else, we scope it.

Browse all connectors Custom integrations

In their words

What clients notice

The real advantage for us has been having someone specialised in OrderWise. Compared to other companies we spoke with, the depth of know-how they brought to the project made a big difference. We tried demos with a few larger and agile companies, but they couldn’t quite make the whole thing work end-to-end. Cogent’s agility and creativity stood out. Whenever a problem came up, they were able to come up with a solution quickly.
Hull, R · Sales Ops Coordinator
Compared to other partners we’ve worked with, their technical knowledge and understanding of HubSpot and OrderWise has been second to none. They take what we throw at them, translate it into a practical solution, and bring it to life quickly.
Grassi, C · CRM implementation and custom API integrations
This was a massive task that involved data cleansing, script writing and lots of testing and troubleshooting! But best of all Daryl was there to help us every step of the way with his invaluable knowledge of Orderwise.
S&E Caretrade · Director of Marketing
Read more client stories →

From The Connective

Straight answers

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Let’s find out where you are

A discovery call is a straight conversation about your people, processes and systems. You leave with a clearer picture, whether or not we work together.

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