Track and measure roof dimensions using a sketch tool and positioning features. Preview roofs on maps or import images/blueprints. Save measurements and label lines. Take and save photos for documentation.
Capture on-site leads by scanning and editing contact information. Add custom questions and notes to records. Send collateral content directly from the . Sync data with existing systems for tracking and follow-up.
Manage contacts and track leads with customizable fields. Send emails and texts using pre-set templates. Schedule calls and sync calendar events. Monitor pipeline progress and set reminders. Share documents and notes securely.
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 with instant push notifications and 1-touch access to details. Communicate via call, text, or email. Send mass messages and share properties directly. Create and edit saved searches. Filter and sort leads for efficient task management.
Capture and qualify leads from event attendees. Take notes and record interactions. Retrieve and follow up on leads during and after events. Sync data with a central system for tracking and management.
Track leads and manage pipelines with real-time updates. Log and follow up on prospects. Monitor individual and team performance. Set territories and view deal metrics. Sync data across teams for improved visibility.