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.
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Pricing
Starting Price:
$34.99 per user per month
Free Trial:
Free Trial available.
Integrations
Company Information
Coalesce Software
United States
routzy.com
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Product Details
Platforms Supported
iPad
Training
Documentation
Webinars
Support
Phone Support
Online
Routzy Frequently Asked Questions
Routzy Product Features
CRM
Calendar/Reminder System
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Supported
Call Logging
Not Supported
Lead Scoring
Not Supported
Contact Management
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
Proposal Management
Automatic Formatting
Supported
Calendar Management
Supported
Contact Management
Supported
Content Repository
Supported
Document Management
Supported
Electronic Signature
Supported
Knowledge Library
Supported
Pipeline Management
Supported
Task Management
Supported
Collaboration
Not Supported
RFP Management
Not Supported
Requirements Management
Not Supported
Revision Management
Not Supported
Templates
Not Supported
Version Control
Not Supported
Quoting
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
Proposal Management
Supported
Product Configurator
Not Supported
