Manage property and loan leads, contacts, invoices, notifications, and reports in MuleSoft.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGFree
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
COEM — screenshot from the Salesforce AppExchange listing

What it does

COEM monitors property and loan lead status and adds sales contacts for later follow-up. It generates invoices for purchases and initial payments, with opportunities based on different stage names. The add-in sends property purchase information to end users and requests documents through customized notifications. Reports and dashboards track performance.

Key capabilities

from the Salesforce AppExchange listing

Lead status monitoring

Tracks the status of property and loan leads.

Lead contact records

Adds sales contacts to leads for subsequent follow-up.

Purchase invoicing

Creates invoices for purchases and initial payments.

Purchase notifications

Sends end users information about purchased property.

Document requests

Requests documents for the property purchase process through customized notifications.

Performance dashboards

Uses reports and dashboards to track performance.

Who it's for

Small, medium, and large businesses.

In the catalog

2 plugins in MuleSoft · Sales

Price distribution: 1 free, 1 freemium

Pricing & deployment

Platform
Salesforce
Product
MuleSoft
Deployment
Cloud
Pricing
Free

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What the vendor says

«Cloud Odyssey is a UK-based IT consulting firm specialized at salesforce, Mulesoft & their associated eco-system. It was established by a group of certified IT professionals with vast experience in software development, Salesforce & Mulesoft technologies. Cloud odyssey offers consultation, design, implementation, and …»

Official marketplace listing

Publisher
Cloud Odyssey IT Solutions LTD
Updated on marketplace
Facts verified