Manage contacts, automate tasks, and track campaigns
View campaign performance metrics and automation data. Manage customer interactions and contacts through a built-in CRM. Access business insights and key data on-the-go. Edit and send messages directly from the .
Calculate loans, track payments, estimate total costs
Calculate mortgage payments and explore options with detailed amortization schedules. Analyze tax impact on affordability. View total costs over time. Compare different scenarios. Export results for reference.
Manage customer interactions by chatting live with prospects and leads anytime, anywhere. Record and share personalized videos remotely. Receive instant notifications for website visits or views. Automatically schedule follow-ups.
Calculate monthly mortgage payments, interest expenses, and stamp duty using mortgage amount, repayment period, and interest rate. Determine affordable property price and income requirements based on mortgage amount and LTV ratio.
Track key performance indicators with customizable dashboards. Automate pricing and product reviews to improve profitability. Manage inventory and forecast demand to reduce lost revenue.
Manage care operations with a centralized platform. Track client schedules, assign jobs to crews, and monitor service progress. Access real-time data from a web interface. Receive support from a dedicated team.
Collect and manage inventory data using barcode scanning, manual entry, and real-time updates. Sync data with a backend system for tracking stock levels and generating reports. View and edit inventory records directly on the device.
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 customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
Manage sales pipelines, track leads, and monitor performance metrics. Assign tasks, update customer information, and access real-time reports. Sync with web-based backend for data entry and team collaboration.
Automate data entry with zero-touch syncing. Optimize routes and find new leads using AI. Prioritize leads and close deals from anywhere. Manage territories and automate CRM tasks. Track performance and access real-time insights.
The app allows a route distributor to pre-order product for later delivery. It interfaces to Xtreme Technologies’ backend system, XRS-1, via FTP communication.