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: firstname.lastname@example.org
* Internal changes for in-house service endpoints
* Fixes for routing and mapping
Ratings and Reviews
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.
I have recently purchased Routzy for one year. I have found the customer service to be terrific. I own a remodeling / handyman company and have been working out of notebooks and a calendar for over 4 years now. Routzy has basically enabled me to consolidate all of my notes and contacts into one location and in turn allowed me to finally become organized. I love how I can take notes about anything a customer tells me and how I can remind myself to follow up with customers a week from now or even 6 months from now based on the notes I have taken. In addition having the ability create proposals and invoices and being able to send my notes, pics, and drawings is invaluable to me as a remodeler. This program sets me apart from other contractors. I looked at many different apps and have found that after several days of research, Routzy has all the components I need and wanted to keep on top of everything so I can further grow my business. I would encourage anyone in my field of business or other fields where customer relationship management is a priority to get more info on this software.
Routsy is the real thing!
After my client base grew to the point where I just couldn't control or keep up with it, I shopped for a CRM program for days before coming across Routzy. In fact I downloaded several "free" CRM's and tested them but always ended up frustrated in that these other programs would just not synchronize with my default calendar and had to be inputting information twice, that was not acceptable. By finding Routsy and learning its ability to automatically zinc to my calendar I finally was able to accomplish my business in a much more efficient manner. I also think that the way have set up and designed their contact program is so much more easier and convenient than what I encountered before. Their offering the ability to record and follow up with email, phone calls, personal notes, and schedule sales calls in the same screen is superb. Thanks Routsy, u' a lot help!
- Coalesce Software
- 49.3 MB
Requires iOS 8.0 or later. Compatible with iPad.
- Age Rating
- Rated 12+ for the following:
- Infrequent/Mild Medical/Treatment Information
- This app may use your location even when it isn't open, which can decrease battery life.
- © 2016 Coalesce Software
- In-App Purchases
- One Month Subscription $34.99
- One Year Subscription $349.99
With Family Sharing set up, up to six family members can use this app.