Coalesce Software


1 / 5
1 review

Who Uses This Software?

Routzy works great for small and medium-sized sales teams, as well as independent sales reps. Professionals from any sales-related field can use Routzy to drive prospect and customer interactions.

Average Ratings

1 Review

  • 1 / 5

  • 3 / 5
    Ease of Use
  • Customer Service

Product Details

  • Starting Price
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - iOS Native
  • Training
  • Support
    Business Hours

Vendor Details

  • Coalesce Software

About Routzy

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

Routzy Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • 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
  • Automated Quoting
  • Catalog Management
  • Client Portal
  • Contact Management
  • Customizable Branding
  • Discount Management
  • Pricing Management
  • Product Configurator

Routzy Reviews

a real life perspective not impressed

Mar 09, 2014

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.