The app provides mobile access to customer data, inventory, and follow-ups for dealership users. It enables real-time opportunity measurement and unchains users from their desks.
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.
Create and submit solar surveys for residential projects. Upload site details, capture images, and generate reports. Share surveys with team members and track project status in real time.
Manage leads by updating status, taking notes, sending emails, capturing quotes, or selling policies directly. Track sales and daily goals with real-time notifications. Organize tasks and access all features remotely from any location.
