Routzy - Mobile Sales CRM 12+

Coalesce Software

Designed for iPad

    • 3.0 • 5 Ratings
    • Free
    • Offers In-App Purchases

iPad Screenshots

Description

Try Routzy for FREE for 14 days!

Routzy turns your iPad into a fully functional mobile sales office; manage appointments, track contact interactions, create proposals and quotes, and fill out your PDF paperwork automatically.

Routzy works completely offline as a mobile CRM software solution. Provide better service, see more clients, and close more deals.

Routzy is a subscription service that must be renewed monthly. Check in-app purchases for pricing. 14 days after downloading Routzy a subscription will need to be purchased from the in-app store to continue adding new contacts or activities.

Let Routzy help you:
• Manage contacts your way with custom groups and lists.
• Keep a record of every client conversation and interaction.
• Track every opportunity with an intuitive sales funnel.
• Keep paperwork with you at all times. Easily import your PDF forms and documents.
• Automatically fill out PDF forms with relevant customer information.
• Never miss appointments again! Send meetings, calls, and follow ups to your calendar.
• Build professional quotes and proposals using your logo and list of products and services.
• Capture a contact’s signature directly on paperwork.
• Create floor-plans, diagrams, and more to serve as a visual aid in the sales process.

Routzy is built with the features that mobile sales professionals need and the reporting and tracking tools managers and owners demand of CRM software. Our powerful reports allow access to a wide range of data based on dates of activity and can quickly be shared to appropriate parties. Routzy also captures the location and activity of representatives throughout the day and stores the data for reporting. With a few taps a full day’s activities can be compiled and sent for review to management.

Routzy is perfect for both small and large business alike. As your business grows and requires more people using Routzy you can easily share company information, item lists, and more with multiple iPads. It’s as simple as sending an e-mail.

Please keep in mind that, if you use the GPS tracking feature of Routzy, continued use of GPS running in the background can dramatically decrease battery life.

Turn sales people into sales rock stars with Routzy!

Questions? Problems? Contact us at: help@routzy.com

What’s New

Version 3.7.10

* Fix for signature window not behaving properly

Ratings and Reviews

3.0 out of 5
5 Ratings

5 Ratings

Ret.Marine ,

Software is completely unsupported

I have been using Routzy for about 10 years. It is one of my favorite pieces of software and I have developed many systems around it. However, the last update came almost a year ago. It broke some of the features that I love the most, including signatures on the contract, and the ability to draw on pictures. I reached out immediately to the developers to report these bugs. However, the deed that has not been fixed, and now syncing with dropbox is no longer working which is crucial to my business, signatures are still not available, and many other bugs that are just not being fixed. I’ve reached out to tech-support multiple times. After wasting my time, just trying to find my account, they promise that they’ll get back to me and if there’s an update coming soon. However, these are all promises that have not been kept.

Bearded Vent Guy ,

Not ready for iOS 11

Bought this app in Nov and I have a new iPad pro with iOS 11.3 on it. Can't use all the features of the app. When I called support I was told they are aware and it has to due with the camera in iOS 11. That was 6 months ago and I still can't put a logo on my estimates or insert photos. Asked to extent my membership due to the lack of use of all the features and was denied that as well. Support told me to find an older iOS and use the device. Not a good answer if you ask me.

Molnette ,

Great Program

Love Routzy Have used it for years and everyone in my company uses it and we are very happy with the program.

App Privacy

The developer, Coalesce Software, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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