RoutzyCoalesce Software
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Related Products
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About
Cosential helps commercial Architecture, Engineering and Construction (AEC) firms grow revenue, decrease costs of winning new business and end chaos with its “Growth and Relationship Management” software and services for CRM, proposal management, marketing and more. As the leader in the AEC industry, for 20+ years Cosential has helped over 1,000 AEC firms increase annual revenue by 1% or more and increase productivity in key business development processes by up to 50%. See a 30-minute demo.
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About
Routzy is an iPad sales app that rolls the advanced features of several business utilities into a single, mobile sales center. Turn your leads into customers today. Stay organized by logging all your prospect and customer communication in one place. The perfect tool for a mobile sales team, Routzy generates optimized sales routes in seconds. Create sleek, snazzy quotes on the fly for a better shot at closing deals in the field. Digitize your existing paperwork and roll out with the forms to handle any situation. Make killer presentations to express your ideas and bolster your sales pitch. Access contact data and track workforce activity with Dropbox integration. Routzy is a mobile sales CRM (customer relationship management) app for the iPad®. Simply put, this application turns an iPad into the ultimate standalone sales tool. With Routzy, we've rolled the advanced features and functionality of several business productivity utilities into a single sales center.
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Cosential supports architecture, engineering, and construction firms (AEC).
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Audience
Companies that need a field sales and CRM app for iPad
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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PricingAdministrator Controls
Email Campaigns Proposal Automation Financial Analytics Revenue Projection Personnel (Resumes) Survey Engine Add Leads, Opportunities, Contacts and Companies Full Reporting Access Mobile CRM App Business Card Scanner Contact Enrichment Log/modify Activities Run Reports User Dashboard Sophisticated Workflow Engine Full API Access Customer Success Manager Access to 3rd Party Integrations
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$34.99 per user per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationCosential
Founded: 1999
United States
www.cosential.com
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Company InformationCoalesce Software
United States
routzy.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Supported
Call Logging
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Supported
Proposal Management Features
Automatic Formatting
Supported
Calendar Management
Not Supported
Collaboration
Supported
Contact Management
Supported
Content Repository
Supported
Document Management
Supported
Electronic Signature
Not Supported
Knowledge Library
Supported
Pipeline Management
Supported
Requirements Management
Supported
Revision Management
Supported
RFP Management
Supported
Task Management
Supported
Templates
Supported
Version Control
Not Supported
Quoting Features
Automated Quoting
Supported
Catalog Management
Supported
Client Portal
Supported
Contact Management
Supported
Customer Accounts
Supported
Customizable Branding
Supported
Discount Management
Supported
Forms Creation
Supported
Pricing Management
Supported
Product Configurator
Supported
Proposal Management
Supported
Construction Bid Management Features
Bidder Management
Supported
Building Product Database
Supported
Cost Database
Supported
File Sharing
Supported
Proposal Management
Supported
Quotes / Estimates
Supported
RFP Management
Supported
Subcontractor Management
Supported
Takeoff
Supported
Version Control
Not Supported
Construction CRM Features
Client Tracking
Supported
Contract Management
Supported
Forecasting
Supported
Project Management
Not Supported
Quote Management
Supported
Sales Management
Supported
Scheduling
Supported
Time Management
Supported
Construction Management Features
Accounting Integration
Supported
Budget Tracking/Job Costing
Supported
Change Orders
Supported
Commercial
Supported
Contract Management
Supported
Contractors
Supported
CRM
Supported
Equipment Tracking
Supported
Estimating
Supported
Incident Reporting
Supported
Mobile Access
Supported
Offline Access
Supported
Residential
Supported
RFI & Submittals
Supported
Subcontractor Management
Supported
Timesheets
Supported
Lead Management Features
Activity Tracking
Supported
Campaign Management
Not Supported
Lead Capture
Supported
Lead Distribution
Supported
Lead Nurturing
Not Supported
Lead Scoring
Supported
Lead Segmentation
Supported
Pipeline Management
Supported
Prospecting Tools
Supported
Source Tracking
Supported
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CRM Features
Calendar/Reminder System
Supported
Call Logging
Not Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Not Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Supported
Proposal Management Features
Automatic Formatting
Supported
Calendar Management
Supported
Collaboration
Not Supported
Contact Management
Supported
Content Repository
Supported
Document Management
Supported
Electronic Signature
Supported
Knowledge Library
Supported
Pipeline Management
Supported
Requirements Management
Not Supported
Revision Management
Not Supported
RFP Management
Not Supported
Task Management
Supported
Templates
Not Supported
Version Control
Not Supported
Quoting Features
Automated Quoting
Supported
Catalog Management
Supported
Client Portal
Supported
Contact Management
Supported
Customer Accounts
Supported
Customizable Branding
Supported
Discount Management
Supported
Forms Creation
Supported
Pricing Management
Supported
Product Configurator
Not Supported
Proposal Management
Supported
Contact Management Features
Activity Management
Supported
Appointment Management
Supported
Contact Database
Supported
Contact History
Supported
Contact Import/Export
Supported
Customer Pipeline
Supported
Email Marketing
Supported
Group Management
Supported
Interaction Tracking
Supported
Lead Management
Supported
Prospecting Tools
Supported
Sales Pipeline Management
Supported
Search / Filter
Supported
Segmentation
Supported
Shared Contacts
Supported
Social Media Integration
Not Supported
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Integrations
AccuBuild
Supported
Adobe Illustrator
Supported
Dropbox
Not Supported
Kixie PowerCall & SMS
Supported
Mailchimp
Supported
Microsoft Outlook
Supported
Microsoft Word
Supported
Shark Byte Sales and Estimating CRM
Supported
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Integrations
AccuBuild
Not Supported
Adobe Illustrator
Not Supported
Dropbox
Supported
Kixie PowerCall & SMS
Not Supported
Mailchimp
Not Supported
Microsoft Outlook
Not Supported
Microsoft Word
Not Supported
Shark Byte Sales and Estimating CRM
Not Supported
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