Audience

Companies that need a field sales and CRM app for iPad

About Routzy

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.

Pricing

Starting Price:
$34.99 per user per month
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

Coalesce Software
United States
routzy.com

Videos and Screen Captures

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Product Details

Platforms Supported
iPad
Training
Documentation
Webinars
Support
Phone Support
Online

Routzy Frequently Asked Questions

Q: What kinds of users and organization types does Routzy work with?
Q: What languages does Routzy support in their product?
Q: What kind of support options does Routzy offer?
Q: Does Routzy have a mobile app?
Q: What type of training does Routzy provide?
Q: Does Routzy offer a free trial?
Q: How much does Routzy cost?

Routzy Product Features

CRM

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

Contact Management

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

Field Sales

Dashboard Management
Route Optimization
Fast Estimates
Invoices
Online Payments
Time Tracker
Controlled Access
Workflow Management
Collaboration Tools
Expense Management
CRM
Visit Scheduling
Territory Management
Order Management
Inventory Management
Lead / Opportunity Management
Activity Tracking
Channel Management
Reporting / Analytics
Quoting

Proposal Management

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

Quoting

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