--- title: "Routzy Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Routzy Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more." source_url: "https://www.capterra.com/p/130176/Routzy/" page_type: "product" language: "en" --- # Routzy Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 24, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Routzy ## What is 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! ## What is Routzy used for? [Contact Management](https://www.capterra.com/contact-management-software/)[Quoting](https://www.capterra.com/quoting-software/)[Field Sales](https://www.capterra.com/field-sales-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $34.99 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Routzy?[Manage this product listing](https://www.g2.com/products/routzy/claim_requests/new?auto=true) ## Routzy Overview Updated September 2026 AI summary Routzy is a CRM and contact management solution for small and midsize sales-focused businesses, offering tools for lead and sales pipeline management, quoting, and workflow organization. It supports document storage, email management, segmentation, and mobile access, with optional features like email marketing and territory management. Routzy is available via cloud, web, and iOS devices. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Routzy 1.0 (1) VS. [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting Price $34.99 Flat Rate, Per Month Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.0 (1) Ease Of Use 4.4 (114) Value For Money 0.0 (0) Value For Money 4.3 (100) Customer Service 0.0 (0) Customer Service 4.3 (109) ## Routzy alternatives [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.6 (1,486)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [OnePageCRM](https://www.capterra.com/p/157679/OnePageCRM/) [4.9 (117)](https://www.capterra.com/p/157679/OnePageCRM/reviews/) Starting price $9.95 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/157679/OnePageCRM/) [SalesRabbit](https://www.capterra.com/p/157329/Sales-Rabbit/) [4.2 (191)](https://www.capterra.com/p/157329/Sales-Rabbit/reviews/) Starting price $53.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 81% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/157329/Sales-Rabbit/) ## FAQs about Routzy Overview ### What company size and specific industries is Routzy built for? Routzy is designed for small and medium-sized sales teams and independent sales reps in sales-related fields. It suits organizations and professionals that manage prospect and customer interactions, rather than companies tied to a single industry, making it a fit for general sales-focused businesses. Features and Usability ### What are the key features of Routzy? Routzy offers CRM and contact management, lead and pipeline management, and prospecting tools for sales tracking. It includes automated quoting, proposal generation, quotes and estimates, pricing management, and discount management. Additional features include client portal access, electronic signature, document storage, email marketing, calendar reminders, task management, and workflow management. Getting Started and Support ### What training and onboarding options does Routzy offer? Routzy provides webinars and documentation to help teams get started. Webinars support guided learning in a live or scheduled format, while documentation offers written reference material for self-paced review of features, setup steps, and common tasks. Getting Started and Support ### What customer support options does Routzy offer? Routzy provides chat support for customer questions and account help. Support experience details are not available here, so the available information only confirms chat as the listed support channel. ## Features AI summary Based on 14,838 Proposal Management reviews Capterra reviewers highlight the following as the CRM features buyers care about most: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Routzy includes other CRM capabilities that reviewers also value, such as **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**). Together, these features help teams keep contact records organized, quickly find the right information, and manage customer interactions more efficiently, giving businesses better visibility into their relationships and day-to-day sales activity. Automated Quoting Generate rule-based quotes for clients automatically Calendar/Reminder System Notifications/alerts for upcoming events or tasks Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Client Portal Private online space that lets businesses securely share documents and provide information access to clients Collaboration Tools Provides a channel for team members to share AI models, media files, communicate, and work together Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Routzy 33 features ### All Features - Automated Quoting: Generate rule-based quotes for clients automatically - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Data Import/Export: Import and export data to and from software applications - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Sales Pipeline Management: Pipeline view and tracking lead status - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Shared Contacts: Share contacts with other applications like Gmail and CRM - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Basic $34.99 Flat Rate,Per Month Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## User reviews Overall rating 1.0 Based on 1 reviews Filter by rating 5(0) 4(0) 3(0) 2(0) 1(1) Mentioned topic Sorted by most recent ZK Zach K. Sales Professional ### "a real life perspective not impressed" 1.0 Overall Rating 1.0 1.0 Ease of Use 3.0 3.0 Features 0.0 0.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 March 9, 2014 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.