Manage leads with lead tracking, prioritization, and follow-up scheduling. Log field service tasks, assign jobs, and track progress. Integrate with CRM systems for sales and service management.
by Swyft Technology, LLC★ 5.01 ratingsBusinessFreeData updated 2026-09-08
Field Representatives can collect business and competitor data, evaluate visibility and product availability, and create work plans. Managers can review and approve plans, assign tasks, and track progress offline.
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.
Manage contacts and sales opportunities to track customer relationships. Log business visits and generate visit reports. Reduce administrative tasks to focus on selling. Sell products directly from the iPad.
Capture leads during events like trade shows or conferences. Sync data with CRM and marketing automation platforms. Nurture prospects automatically. Work offline without internet access. Log and manage leads directly on mobile devices.
Track business performance with real-time analytics. Receive alerts on pending orders and customer interactions. utomated follow-up messages. Sync with CRM tools. Set reminders for outreach and tasks. Monitor key metrics and performance trends.
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.