Keep in touch, segment clients, set auto reminders, and send personalized messages
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.
Insurance Agents, Real Estate Agents, etc
Keep in touch with clients and leads. Set recurring reminders.
Direct Sales, Art Brokers, etc
Organize clients based on their revenue potentials and deal probability. Set automated trackers.
You and other sales professionals
Organize clients into groups however you like. Create tasks in bulk, send mesasges or set reminders.
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.
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
Lightning Fast Search
Built for direct sales, realtors, insurance sales, and auto sales.
Real estate agents, luxury goods brokers, and art brokers rely on Cooby to impress customers.
Direct sales use Cooby to build stronger relationships with customers.
Insurance agents use Cooby to strengthen their relationships with clients.
No more manual entry and information logging.