Track mileage and record expenses with receipt capture. Manage clients, leads, and sales with document uploads, reminders, and notes. View profit, expenses, and broker fees per sale. Generate tax reports and track buyer activity.
Access audio programs for real estate professionals to improve production, profit, and skills. Listen to training sessions, track progress, and download content for offline use. Share insights with colleagues and set personal learning goals.
Manage customer interactions with live chat and AI chatbots. Send quick responses during conversations. Monitor and generate leads. Access help desk tools for ticket management and customer support. Track chat history and analytics.
Manage leads with automated tracking and performance analytics. Schedule appointments and send reminders. Track project timelines and budgets. Communicate with clients and team members through integrated messaging.
Manage leads and appointments on-the-go with real-time updates and tracking. Schedule and navigate canvassing routes. Monitor leaderboard rankings and participate in dealer competitions. Log sales interactions and sync data across devices.
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
Track leads and manage pipelines with real-time updates. Log and follow up on prospects. Monitor individual and team performance. Set territories and view deal metrics. Sync data across teams for improved visibility.
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 roofing projects with integrated tools for lead tracking, job quoting, invoicing, and scheduling. Send texts and make calls through a dedicated business line. Generate reports and monitor customer interactions within the platform.