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.
by Wrex Lindsay★ 4.25 ratingsBusinessFreeData updated 2026-09-18
Manage leads with customizable tracking templates and automated follow-up reminders. Set goals and monitor progress with real-time analytics. Sync data across devices and generate reports for team performance.
Manage leads and track sales activities with real-time homeowner data. Log prospects, schedule visits, and update lead status. Generate invoices and receive payments directly. Sync with CRM tools and access product information on-the-go.
The app provides mobile management for sales and service leads. Users receive push notifications for new leads and can respond via email, phone calls, or status changes.
Log client leads and manage sales activities. Track team performance and progress. Set reminders and deadlines. Share reports and update statuses in real time. Sync data across devices. View analytics and manage schedules.
Log customer interactions and notes directly from the field. Track sales progress and performance metrics. Manage leads and update customer information in real time. Generate optimized sales routes based on territory data and travel patterns.
Manage customer interactions by updating notes, tasks, and attachments. Access sales and service records offline. Track progress on deals and manage leads. Sync data across devices and update records in real time.
Manage operations with real-time access to client data, schedules, and sales metrics. Adjust schedules, monitor appointments, and track performance. Shareable links allow clients to book appointments and promote services through social media.
Receive real-time lead alerts and manage new leads directly. View property locations and details. Access enhanced features for lead engagement and property exploration.
Manage inventory by ordering products from distributors. Explore available items based on regional permissions. Place orders with advance planning. Use sales history to determine order quantities. View accurate pricing before finalizing purchases.
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
Manage business operations with real-time access to create leads, track sales, and view financial statements. Update inventory, send messages, and receive notifications. View performance metrics and access customer information directly from the .
Track sales and manage multiple store locations with real-time data access. Monitor cash flow and register activity. Set and track sales targets per store and team member. Switch between locations easily.
Track sales, manage incentives, and analyze performance
Track sales performance with real-time analytics. View interactive leaderboards to compare team progress. Manage incentives and rewards. Set goals and monitor individual and team achievements.
Capture lead information and add notes for follow-ups. Track individual and team performance with real-time analytics. Manage schedules and assign tasks for sales reps. Sync data across devices for up-to-date insights.
Manage real estate leads with instant notifications based on user preferences. View new lead assignments, property saves, and inquiry requests. Customize notification types and delivery methods within the .
Contractors can order and access property measurements to create estimates and plan jobs. The provides a dashboard with report history, automatic quoting, and a 3D visualizer for viewing measurements and proposed improvements.
Manage leads, create and send quotes, process payments, and track project timelines. Schedule appointments, monitor crew payments, and generate invoices. Customize workflows and set user permissions for team access.
Manage sales pipelines with deal tracking and opportunity management. Log calls and meetings with notes and attachments. Send pre-set email templates with read receipts. Monitor geolocation data and access real-time reports.
Manage work orders, sales leads, and delivery routes through an integrated ERP system. Create and assign tasks, track progress, and monitor delivery statuses in real time. Generate reports and synchronize data across departments.