Routzy - Mobile Sales CRM 3.7.10

Coalesce Software – Freeware – iOS
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Experience Routzy free of charge for 14 days!
Routzy transforms your iPad into a comprehensive mobile sales office. It enables you to schedule appointments, monitor contact interactions, generate proposals and quotes, and automatically complete your PDF paperwork.
Routzy operates seamlessly offline as a mobile CRM software solution, facilitating improved service delivery, increased client engagements, and enhanced deal closures.
Routzy functions on a subscription basis that necessitates monthly renewal. For pricing details, please refer to in-app purchases. A subscription must be procured from the in-app store 14 days after downloading Routzy in order to continue adding new contacts or activities.
Let Routzy assist you in:
<ul>
<li>Customizing contact management with tailored groups and lists.</li>
<li>Maintaining detailed records of every client interaction and conversation.</li>
<li>Tracking opportunities through an intuitive sales funnel.</li>
<li>Carrying paperwork everywhere by importing PDF forms and documents effortlessly.</li>
<li>Automatically populating relevant customer details into PDF forms.</li>
<li>Sending meetings, calls, and follow-ups to your calendar to never overlook appointments.</li>
<li>Developing professional quotes and proposals with your logo and a comprehensive list of products and services.</li>
<li>Collecting signatures directly on paperwork from contacts.</li>
<li>Creating visual aids like floor plans and diagrams to bolster the sales process.</li>
</ul>
Routzy is designed with essential features for mobile sales professionals and incorporates reporting and tracking tools that align with the requirements of managers and business owners regarding CRM software. Its robust reports provide access to diverse data based on activity dates and can be promptly shared with relevant stakeholders. Additionally, Routzy captures representatives' locations and activities throughout the day for reporting purposes, compiling comprehensive daily activity reports for management review with minimal effort.
Adaptable for both small and large enterprises, Routzy facilitates seamless sharing of company information and item lists across multiple iPads as your business expands. This sharing process is as straightforward as sending an email.
Note: Utilizing the GPS tracking feature of Routzy continuously running in the background may significantly reduce battery life.
Elevate your sales team's performance with Routzy!
For inquiries or support, please contact us at: help@routzy.com

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