The app provides access to SMP information for users. It allows management of customer and contact details, review of sales history, and logging of activities.
Access sales data and manage orders, quotes, invoices, and credit memos. Create and edit sales documents. Check open invoices and orders. Communicate with customers and contacts. Schedule planning tasks. Set user access levels for order portals.
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.
