Coalesce Software

Routzy

1 / 5 1 review

Who Uses This Software?

Routzy is great for small and medium-sized sales teams, as well as independent sales reps. Professionals from any sales-related field can use Routzy to great effect.


Average Ratings

1 Review
  • 1 / 5
    Overall
  • 3 / 5
    Ease of Use
  • Customer Service

Product Details

  • Starting Price
    $34.99/month/user
  • Free Trial
    Yes
  • Deployment
    Installed - Mac
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
  • Support
    Online
    Business Hours

Vendor Details

  • Coalesce Software
  • routzy.com

About Routzy

Looking for a better way to handle sales in the field? Meet Routzy, your new best friend! This little iPad app will let you draw up killer quotes, create dynamite presentations, manage contacts, fill and file forms, create sales routes, and moreall on the go! Whether you're online or offline, Routzy gets the job done!


Routzy Features

  • Activity Management
  • Appointment Management
  • Contact History
  • Contact Import/Export
  • Customer Pipeline
  • Email Marketing
  • Group Management
  • Lead Management
  • Prospecting Tools
  • Search / Filter
  • Shared Contacts
  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management
  • Automatic Formatting
  • Calendar Management
  • Collaboration
  • Contact Management
  • Content Repository
  • Document Management
  • Electronic Signature
  • Knowledge Library
  • Pipeline Management
  • Requirements Management
  • Revision Management
  • RFP Management
  • Task Management
  • Templates
  • Version Control
  • Contact Management
  • Customer Accounts
  • Forms Creation
  • Pricing Management
  • Product Configurator
  • Proposal Management

Routzy Reviews

a real life perspective not impressed

Mar 09, 2014
1/5
Overall
3 / 5
Ease of Use

Comments: I have been using Routzy for three weeks. I can see how it could be benifitial for certain industries or companies that have limited exposure to alternative options in the crm market. Being a sales professional, below is a reveiw of the pro's/con's based on my experience. In my business, it is critical to be able to log and track opportunities. Routzy does not offer a option to log,track, and update opportunities. In additional, in my world a CRM needs to be able to assign mulitiple contacts to an account. Routzy only offers the one contact per account. This must be ok in the world of one man companies. The business I call on have more than one contact which is impossible to enter and manage with Routzy. If this isnt enough to steer clear. Routzy's inability to manage and access my CRM from my pc is a huge detererent and warrents this app useless for my business. There are many CRM's available choose wisely. Advise to managment...ask your sales team before you invest in a costly crm.