From leads to
complete client management
Discover a new way to manage it all, save time and delight your Clients.
No credit card required.
the dashboard Leads and Clients management Dynamic generation of contracts Payments made easy Smart billing system Estimate your work
without guesswork Pricing management Forget no more Support tickets Dedicated customer portal Eagle-eye view:
the dashboard Leads and Clients management Dynamic generation of contracts Payments made easy Smart billing system Estimate your work
without guesswork Pricing management Forget no more Support tickets Dedicated customer portal
Discover the COZY way: manage it all and delight your Clients!
Eagle-eye view:
the dashboard
Keep an eye on the progress of your business and all the fundamental aspects from a single screen. You will immediately know what to do first.
Leads and Clients management
Easily manage both the relationships with your potential Clients and the personal data of each existing ones. Every aspect is at your fingertips, such as the status of payments, contracts, proposals and much more!
Dynamic generation of contracts
Set up simple parameters to dynamically generate contracts with COZY, avoiding external software and PDF sending. Use real-time chat to discuss details with clients, send contracts for electronic signatures, or upload your own documents whenever you want.
Payments made easy
Easily manage the payments you receive from your Clients, set a recurrence and COZY will automatically generate all related invoices, including future ones.
You can easily report an outstanding payment to solicit overdue payments, all directly from the COZY platform.
Smart billing system
Based on what is defined in the payments module, COZY generates all the invoices allowing you to have a detailed report of the expected income for the current month, but also of the past and future ones. You can also have a broader view by specifying time intervals.
Estimate your work
without guesswork
COZY allows you to easily create estimates for your Clients, based on the time you need to complete a task. You can also add a fixed price for the whole project, if you prefer.
All you have to do is configure a few parameters that will also allow you to generate estimates based on the level of service you intend to offer. All completely customized to your needs.
Pricing management
Easily set the price of each of your products or services. This will help you better manage your negotiations, and COZY will reuse this information for dynamic proposal generation. You will still be able to take action for each specific case.
Forget no more
Thanks to COZY's reminder management, you will know what to do at all times. You will be able to have a daily list of tasks, possibly linked to clients or contracts so that you can manage relationships directly. Set a recurrence and let COZY notify you at the right time!
Support tickets
No more getting too many emails and messages from your Clients! COZY includes a convenient support ticket management system with integrated messaging and departments. You will be able to prioritize these and inform Clients in a few simple steps.
Dedicated customer portal
Each of your clients listed in COZY automatically receives code-protected access to a dedicated portal. They will be able to comment on and accept your proposals, open support tickets, and have any information related to them immediately available.
Continuous Development
Our mission is to make your work enjoyable and improve the efficiency of your Business. So you can focus on what really matters.
Amazing things are on the way!
We're actively developing and improving COZY
Thanks to your feedback, we are able to constantly improve our platform and add new features. We're on a mission to make COZY the best tool for you to manage your business and delight your Clients.
Register a FREE account
All you have to do is fill in a few fields and that's it!
Start using COZY
You can try every feature, for as long as you want. You will also get every new feature available.
Upgrade to Premium
Once you're ready, you can upgrade to a Premium plan to unlock all features with no limits.
No credit card required.
Faq
Of course! Register a free account and start trying all the features of COZY without any cost or time limits. You will not need to enter your credit card information. However, the free plan has limitations on the number of manageable items that you can unlock by purchasing a Premium plan.
We really care about the privacy and security of our users, which is why every data stored in our systems is encrypted. Only authorized users can access and view the data.
Yes, you can export your data at any time. We will also provide an API to integrate COZY with your existing systems.
We've got you covered! 😎 You can suggest new features and vote for the ones you like the most. On COZY you will have also a dedicated section for you to submit bugs and issues.
No credit card required.
Start your UNLIMITED FREE trial today.
Discover the COZY way: manage it all and delight your Clients!