Track leads and sales with Cozy. Create quotes, manage customer data, and monitor sales progress. Log door knocking activities and view rankings on a leader board. Set goals based on performance metrics.
Manage leads, automate follow-ups, book appointments, track
Manage leads and automate follow-ups via text, email, and voicemail. Book appointments with one tap. Track pipeline progress and organize sales activities. View client information and update deal statuses. Sync with calendar and send reminders.
The app provides real-time and secure access to key CRM data, including accounts, contacts, appointments, and opportunities, directly from an iPhone. This application requires separate licensing of Oracle CRM On Demand Mobile Sales Data Access.
Manage calls, quotes, and jobs through a mobile dashboard. Track leads, send invoices, and monitor reviews. Stay connected with customers and grow your business reputation from your phone.