Routzy

Routzy

Coalesce Software
+
+

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About

HaystackCRM is a CRM that works for you where you are and where you are going. Customer relationship management built with small business in mind, designed for the highly mobile professional. HaystackCRM is the easiest to use CRM available, flexible to keep you connected to your customers and leads anywhere, anytime. We developed a CRM to use on your web browser or as an app. We thought of your business needs with a mobile CRM for small businesses so you can maximize your time in a mobile-first world. A native mobile app to use as a business tool. Fully manage your small business and operate all features of your CRM on any device. HaystackCRM gives you access to your customers and contacts as a mobile CRM so you stay connected. Contact management is linked with your sales pipeline so you build connections with your CRM. Not only can you track the status of your sale, but you can also generate a quote. Add a product catalog of items or services.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

A customer relationship management solution built for small businesses

Audience

Companies that need a field sales and CRM app for iPad

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$29 per month
Free Version
Free Trial

Pricing

$34.99 per user per month
Free Version
Free Trial

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

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

HaystackCRM
Founded: 2016
United States
www.haystackcrm.com

Company Information

Coalesce Software
United States
routzy.com

Alternatives

Alternatives

Onsight

Onsight

Maxxor Business Solutions
Haystack

Haystack

deepset
Tall Emu CRM

Tall Emu CRM

Tall Emu
ALFA

ALFA

Nirveda Cognition

Categories

CRM

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Integrations

Dropbox
Box
Google Drive
Mailchimp
Microsoft OneDrive

Integrations

Dropbox
Box
Google Drive
Mailchimp
Microsoft OneDrive
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