Overview
Routzy manages contacts and optimizes sales routes with real-time quote generation and Dropbox syncing for seamless office collaboration. While the platform does not offer a desktop or web interface, its offline capability, comprehensive visual aids, and form processing enhance field productivity.
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Starting Price
Custom
Routzy Specifications
Contact Management
Customer Communication Tracking
Mobile CRM App
Document Management
What Is Routzy?
Routzy software transforms an iPad into a fully functional mobile sales hub for managing contacts, appointments, and communication logs. It generates optimized sales routes and guides reps through their daily territory. The platform creates professional quotes and proposals with automatic PDF form integration. It also enables creation and annotation of visual aids like diagrams and floor plans and stores all data locally for offline use, with automatic Dropbox syncing for centralized access.
Routzy Pricing
Routzy pricing varies according to the following plans:
- Basic Plan: $34.99/month
Disclaimer: The pricing is subject to change.
Routzy Integrations
Routzy integrates with the following:
- Dropbox
- iPad calendar app
- iPad camera app
Who Is Routzy For?
Routzy is suitable for the following sectors:
- Healthcare
- Financial services
- Information technology
- Construction
- Real estate
- Staffing
- Recruitment
Is Routzy Right For You?
Routzy software is suitable for businesses aiming to empower field sales teams with a single, portable tool that tracks leads, routes, and sales activities. It provides route optimization and contact management directly from the iPad, ensuring efficiency in the field. The platform also equips reps with tools to generate quotes, fill out forms, capture signatures, and present visual aids.
Still doubtful if Routzy is right for you? Contact our customer helpline at (661) 384-7070 for further guidance.
Routzy Features
Routzy generates optimized travel plans based on start and end addresses to maximize daily sales visits. It allows manual reordering of stops while maintaining efficient routing and provides GPS navigation integration.
The software logs and organizes all prospect and customer communications, including calls, emails, and sales activity history. It imports existing contacts from iPad or CSV and groups them by custom criteria like geographical area or company.
The platform creates polished, professional quotes in the field with pre-filled client and company information. It allows selection of line items, automatic rate, tax calculations, and captures client signatures.
The system imports existing PDF forms and enables completion and signature collection on-site via iPad. It auto-populates customer and company information into forms to optimize data entry and stores all completed forms locally.
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