A cross platform and account family-focused command center. Color coding, automatic notifications and agenda emails. Multiple list formats for shared document creation from the grocery list, to-dos, recipes, and more. Available from any mobile device or computer. A freemium solution.
Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.
Probably a 10 year user of Cozi and loved it until they decided to "improve" it with a totally new version, We have used that one since it came out and it is a simple DISASTER! Entries hang up and nothing happens for minutes- and I just left one running while I went to lunch. Still cycling when I came back and I said "that is it for Cozi"!!!! Going to set up a new one TODAY!
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