Routzy

Routzy

Coalesce Software
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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.

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.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

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

Audience

Cosential supports architecture, engineering, and construction firms (AEC).

Audience

Companies that need a field sales and CRM app for iPad

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Administrator 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

Pricing

$34.99 per user per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Cosential is tailor-made for construction companies, so it's been extremely useful for us. From responding to RFPs to keeping track of projects, employees, and more, Cosential does everything we need it to. Was easy to get it set up and running, training is not super hard, and support is excellent.

Cons

  • No cons to speak of thus far. We're thoroughly enjoying using Cosential.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Company Information

Cosential
Founded: 1999
United States
www.cosential.com

Company Information

Coalesce Software
United States
routzy.com

Alternatives

Alternatives

Onsight

Onsight

Maxxor Business Solutions

Categories

Construction CRM Supported
CRM Supported
Lead Management Supported
Quoting Supported

Categories

Contact Management Supported
CRM Supported
Field Sales Supported
Quoting Supported

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

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

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

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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