Log inquiries, schedule callbacks, track site visits,
Log new inquiries, schedule callbacks, and track site visits. Transfer inquiries between team members for accountability. Generate detailed reports to analyze performance. Request new inquiries to maintain pipeline activity.
Record and transcribe calls in real time or upload recordings for later. Generate summaries and send CRM-ready follow-ups automatically. Build client profiles with conversation details. Track follow-up actions and reminders.
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.
Companion allows admins to route qualified leads to team members instantly. Sales reps can view conversation context, resume discussions, and continue interactions.
