# Routzy Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Routzy Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/130176/Routzy

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# 

 Routzy Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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/)[CRM](https://www.capterra.com/customer-relationship-management-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

Includes Free Version

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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.smartservice.com&name=Routzy)

## 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 (1,254)](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 (1,238)

Value For Money

0.0 (0)

Value For Money

4.3 (967)

Customer Service

0.0 (0)

Customer Service

4.3 (948)

## Routzy alternatives

[4.2 (1,314)](https://www.capterra.com/p/135618/Odoo/reviews/)

Starting price

$31.10

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

[4.2 (997)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting price

$69.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

Highest Rated

[4.6 (1,463)](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

[4.4 (3,307)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

## FAQs about Routzy

Overview

### What company size and specific industries is Routzy built for?

Routzy is designed for small and medium-sized sales teams, as well as independent sales reps. It suits professionals in sales-related fields who need a tool for prospect and customer interactions, making it a fit for businesses of different sizes across general sales operations.

Features and Usability

### What are the key features of Routzy?

Routzy offers CRM and contact management, including a contact database, shared contacts, lead management, and pipeline management. It also includes automated quoting, proposal generation, quotes and estimates, pricing and discount management, plus document management, electronic signature, client portal access, 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 offer live or scheduled instruction for guided training, while documentation gives 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 assistance. No reviewer feedback about support quality is available, so user experience details such as response speed, helpfulness, or common issues cannot be confirmed from the catalog data.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

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

Routzy 31 features

Generate rule-based quotes for clients automatically

Notifications/alerts for upcoming events or tasks

Create and manage digital catalog of products/services with their details, specifications, and price

Private online space that lets businesses securely share documents and provide information access to clients

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Add customized logos and colors to align with company branding

Import and export data to and from software applications

Track products that are for sale at a reduced price or part of coupon promotions

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Digitally sign online documents

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Track interaction history by documenting conversations for contacts

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Automate workflows and trigger campaigns based on customer actions

Access software remotely via mobile devices

Tool used to determine accurate pricing and product eligibility for borrowers

Create proposals based on costs of labor and materials

Tools designed to streamline the process of lead generation and management for sales teams

Generate quotes or estimates for customers

Log and store the source of contacts/leads

Pipeline view and tracking lead status

Search and filter data across systems to locate required information by entering keywords or certain criteria

Group leads or contacts based on their specific characteristics

Share contacts with other applications like Gmail and CRM

Create, manage and track all task activities and progression

Organize customer data and accounts by user or geography

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

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## 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.

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