Precoa Mobile
Map leads, track appointments, tap to schedule
Precoa, LLC
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Description
Track and manage sales leads based on location. View nearby appointments and follow-ups. Log completed visits and update lead statuses. Receive actionable insights to optimize daily activities.
Location-Aware Sales Engine
Our new lead mapping technology pinpoints sales-ready leads in the same neighborhoods as your existing appointments. Additional appointment opportunities are always one tap of a button away.
Action Driven Design
We’ve designed Precoa Mobile to emphasize actionable insights, so your preneed team can make the most of every moment in their day. Every preneed sales driver, including today’s appointments, follow-ups, resulting, and home visits nearby, are all available at their fingertips.
Every Touchpoint With Every Family
Any time contact is made with a family, we have a record of it. With Precoa Mobile, every touchpoint is easily accessible before each appointment, ensuring advance planners understand every step in a family’s journey to preneed.
Instant Notifications
When the Funeral Planning Center® sets an appointment, our system immediately sends a push notification to your phone, making appointment setting an even more seamless experience. It’s a fully-integrated system.
App information from Apple App Store. Precoa Mobile and related trademarks belong to Precoa, LLC.