Access CRM data from anywhere to manage prospects, referrals, and contacts. Add or update leads and activities. Sync CRM Queue manually or automatically. View calendar, reminders, and notifications for scheduling.
The app allows exhibitors to capture sales leads on the trade show floor using an iPhone or iPad. Users can scan badges, enter information, and access leads in real-time from a follow-up service.
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 manage events with customizable templates. Add attendees, send reminders, and track RSVPs. Organize schedules, share agendas, and collect feedback through surveys. Integrate with calendars and send event updates via email.
