Enable your mobile sales team to sell on mobile

Keep in touch, segment clients, set auto reminders, and send personalized messages

Supercharge your Rolodex

Organize Clients and Set Actions

You need a sales process, but spreadsheets are too hard to use on mobile?

Cooby helps you segment your clients into groups, set auto follow-ups create tasks, and send messages.

Loved By

Insurance Agents, Real Estate Agents, etc

Use Cases

Keep in touch with clients and leads. Set recurring reminders.

Loved By

Direct Sales, Art Brokers, etc

Use Cases

Organize clients based on their revenue potentials and deal probability. Set automated trackers.

Loved By

You and other sales professionals

Use Cases

Organize clients into groups however you like. Create tasks in bulk, send mesasges or set reminders.

Keep your leads warm

Never Lose Touch Again

Stronger relationships mean keeping in touch with your clients and staying top of mind.

Cooby provides you daily suggestions on contacts that you should reconnect.

Remember
What Clients Said

Show your clients that you care by remembering the details. However, you can't possibly remember everything.

Use Cooby to take notes, create tasks, sync emails, etc

Sync Client Emails

Quick Notes

Trackable Tasks

Lightning Fast Search

File Attachments

Mobile First

Professional Sales CRM

Built for direct sales, realtors, insurance sales, and auto sales.

Auto Sales

Real estate agents, luxury goods brokers, and art brokers rely on Cooby to impress customers.

Direct Sales

Direct sales use Cooby to build stronger relationships with customers.

Insurance Sales

Insurance agents use Cooby to strengthen their relationships with clients.

Integrate with your current tools

No more manual entry and information logging.

Hear What Our Customers Say

"With Cooby, I can segment clients into simple classes such as A, B, C and D. Each class has different designated contact frequencies. I won't lose touch with a client any more!
Simply put, Cooby saved me a lot of time and effort and increased clients' trust that led to more deals done!"

- Chia-Wei, insurance agent, Taiwan Life Insurance Co.