Track prospect information and manage leads in a centralized portal. Schedule appointments and update contact details. Monitor marketing campaign leads from social media and online registration sources.
Access customer data from the NS database to manage CRM, add new deals, and track a pipeline. Approve deals, conduct construction inspections, and capture property photos for origination or asset management.
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 dealership inventory, leads, and operations from a mobile device. Scan VINs and ID numbers to quickly access vehicle details. Take photos for documentation. Track sales, manage customer interactions, and view real-time data.
Manage documents and workflows with secure storage, search, and retrieval. Capture and extract keywords from files. Use AI to summarize content and generate insights. Set access permissions and track document history.