Routzy - Mobile Sales CRM

Routzy - Mobile Sales CRM

Download on App Store
Logo of Routzy - Mobile Sales CRM

Routzy – Turn Your iPad into a High-Performance Mobile Sales Office

The all-in-one CRM built for field sales professionals. Automate your PDF paperwork, build professional quotes on-site, and manage your entire sales funnel completely offline—no Wi-Fi required.

Download on App Store

Publisher

Coalesce Software

Category

Business

Downloads

100

User Rating

4.3/5

Total Ratings

100

Locales

1

Your Mobile Command Center

Discover the interface used by 100 users.

Welcome and getting started screen of the Routzy mobile sales CRM app on an iPad

Welcome and getting started screen of the Routzy mobile sales CRM app on an iPad

Routzy iPad interface displaying a customer contact profile with address and sales activity history

Routzy iPad interface displaying a customer contact profile with address and sales activity history

The All-in-One Toolkit for Field Sales Rockstars

The tools that make this app stand out, trusted by 100 users.

📝

Instant Paperwork Automation

Stop wasting hours on manual entry. Import your existing PDF forms and let Routzy auto-populate client data so you can finish your admin before you even leave the driveway.

📶

100% Offline Reliability

Dead zones shouldn't kill your deals. Whether you're in a basement, a warehouse, or a rural site, our CRM works without an internet connection so you stay productive anywhere.

✍️

Professional Quotes & E-Signatures

Impress your clients and close faster. Build custom proposals with your company logo and capture digital signatures right on your iPad to secure the 'Yes' on the spot.

About the app

Everything you need to know about Routzy - Mobile Sales CRM.

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

Latest Version

3.7.11

Size

40.2 MB

First Released

Mar 23, 2012

Ready to Turn Your iPad Into a Closing Machine?

Stop wasting your evenings on paperwork. Start your 14-day free trial today to automate your quotes, capture signatures on-site, and get back to doing what you do best—selling.

Download on App Store

App information, icons, screenshots, and descriptions displayed on this page are sourced from the Apple App Store and are the property of their respective developers. Download estimates and rankings are based on MWM's proprietary models and may not reflect actual figures. This page is provided for informational and analytical purposes only.

Believe this page infringes your intellectual property? File a dispute