Routzy vs. eRep Comparison


Routzy Coalesce Software	eRep Revalize	+	+
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No proofing required. 34 Ratings Visit Website WEX Field Service Management WEX FSM is a cloud-based, all-in-one field service management platform built to streamline every aspect of a contractor’s business, from scheduling and dispatch to invoicing, payments, reporting, and customer management. It consolidates workflow tasks so technicians, office staff, and customers all operate from a single system: real-time location tracking, drag-and-drop scheduling, optimized route dispatching, and customer history (jobs, equipment, notes, photos) are combined with quote/proposal generation, price-book management, and on-the-spot mobile invoicing and payment options. WEX FSM supports recurring service plans, flexible financing, and integrated payment processing, enabling faster cash flow by reducing delays in invoicing and collections. 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Visual selling, intuitive navigation, and rapid time-to-value mean implementation in weeks, not quarters—and adoption stays high because the experience is built around the seller, not against them. Every capability is designed to amplify human judgment, never replace it. For organizations ready to move beyond legacy CRM and sell in a smarter, faster, more human way, Coevera is the platform built for what's next. 752 Ratings Visit Website Odoo Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). 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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.	About eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!
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 Companies that need a field sales and CRM app for iPad	Audience Manufacturers and Distributors, especially those who have configurable products
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 View more images or videos	Screenshots and Videos View more images or videos
Pricing $34.99 per user per month Free Version Free Trial	Pricing $75/user/month Minimum 5 users 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 Coalesce Software United States routzy.com	Company Information Revalize Founded: 1997 United States erepcpq.com/lp/sf/cpq/
Alternatives ClientTether	Alternatives BlinQ BlinQ Software
Onsight Maxxor Business Solutions	Experlogix CPQ Experlogix
TeamGram	iQuote Xpress
Tall Emu CRM Tall Emu	ConnectWise CPQ ConnectWise
iQuote Xpress View All	FPX Revalize View All
Categories Contact Management CRM Field Sales Proposal Management Quoting	Categories Commission CPQ CRM Inside Sales Product Configurator Proposal Management Quoting Sales Sales Enablement Sales Force Automation Sales Forecasting
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 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 Show More Features 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	Quoting Features Automated Quoting Catalog Management Client Portal Contact Management Customer Accounts Customizable Branding Discount Management Forms Creation Pricing Management Product Configurator Proposal Management Show More Features CPQ Features 2D Drawing 3D Modeling Approval Workflow eCommerce Guided Selling Product Configurator Proposal Generation Quotes / Estimates Renewal Management Self Service Portal Product Configurator Features 2D Drawing 3D Modeling Analysis & Constraints Custom Pricing Options eCommerce Inventory Management Recommendation Engine
Integrations Acumatica Cloud ERP Constant Contact Lead Gen & CRM Dropbox Epicor Kinetic HubSpot CRM HubSpot Customer Platform HubSpot Sales Hub Infor CRM Infor CloudSuite Business Infor M3 JD Edwards EnterpriseOne Microsoft Dynamics 365 Microsoft Dynamics GP Oracle Fusion Cloud ERP QuickBooks Online SAP ERP Sage 300 Salesforce Zapier Show More Integrations View All 1 Integration	Integrations Acumatica Cloud ERP Constant Contact Lead Gen & CRM Dropbox Epicor Kinetic HubSpot CRM HubSpot Customer Platform HubSpot Sales Hub Infor CRM Infor CloudSuite Business Infor M3 JD Edwards EnterpriseOne Microsoft Dynamics 365 Microsoft Dynamics GP Oracle Fusion Cloud ERP QuickBooks Online SAP ERP Sage 300 Salesforce Zapier Show More Integrations View All 21 Integrations
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