Routzy

Routzy

Coalesce Software
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About

The new way to manage your field data and sales team. We are the tool purpose-built for outside sales. Map My Customers increases your field productivity and uncovers team activity — wherever you are. Visualize Sales Opportunities. Easily define and assign territories to your sales reps to - automatically distribute leads and customers from your CRM or spreadsheets. Strategically visualize which of your geographic areas or accounts are performing the best with sales and heat mapping. Target More of the “Right” Prospects. Find nearby sales opportunities while on the road with our mobile lead generator. Search for customers by product type, salesperson or territory. Personalize your sales team’s prospecting with sales funnel visualization. Automate Everyday Sales Tasks. Optimize route planning and mapping with Smart Routing. Sales teams save on average 30% in fuel cost and 1-2 days back in windshield time each month.

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

Sales teams and businesses looking for a solution to improve their customer experience

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

$50 per month
Free Version
Free Trial

Pricing

$34.99 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 1.0 / 5
ease 2.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 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

  • The only thing that is good about this program is that you can import from Excel and put your customers on a map that’s all

Cons

  • Dozens of times I am unable to import my contacts due to problems with the companies server or software. There is no customer service available in the evenings or on the weekends. There is no telephone number to call for customer service. You need to send an email and then wait and hope that somebody gets back to you. The route optimizer does not optimize properly. Once I optimize my route I have to manually go through each of my stops and re-order many of them to make it more sensible. Customer service is horrible! After using this software for a while, the credit card that I had on file expired. They canceled my account and want to increase my monthly payment by $50 in order to reinstate my account. I would not recommend this company to anyone, ever.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Map My Customers
Founded: 2015
United States
mapmycustomers.me/

Company Information

Coalesce Software
United States
routzy.com

Alternatives

Alternatives

Onsight

Onsight

Maxxor Business Solutions
The Field

The Field

Kriit Technologies

Categories

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

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
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Salesforce
Zoho CRM

Integrations

Dropbox
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Salesforce
Zoho CRM
Claim Map My Customers and update features and information
Claim Map My Customers and update features and information
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