Routzy - Mobile CRM and Sales App for iPad

Try Routzy for FREE for 14 days!

Routzy turns your iPad into a fully functional mobile sales office; manage appointments, track contact interactions, create proposals and quotes, and fill out your PDF paperwork automatically.

Routzy works completely offline as a mobile CRM software solution. Provide better service, see more clients, and close more deals.

Routzy is a subscription service that must be renewed monthly. Check in-app purchases for pricing. 14 days after downloading Routzy a subscription will need to be purchased from the in-app store to continue adding new contacts or activities.

Let Routzy help you
• Manage contacts your way with custom groups and lists.
• Keep a record of every client conversation and interaction.
• Track every opportunity with an intuitive sales funnel.
• Keep paperwork with you at all times. Easily import your PDF forms and documents.
• Automatically fill out PDF forms with relevant customer information.
• Never miss appointments again! Send meetings, calls, and follow ups to your calendar.
• Build professional quotes and proposals using your logo and list of products and services.
• Capture a contact’s signature directly on paperwork.
• Create floor-plans, diagrams, and more to serve as a visual aid in the sales process.

Visit routzy.com for a full list of features!

Routzy is built with the features that mobile sales professionals need and the reporting and tracking tools managers and owners demand of CRM software. Our powerful reports allow access to a wide range of data based on dates of activity and can quickly be shared to appropriate parties. Routzy also captures the location and activity of representatives throughout the day and stores the data for reporting. With a few taps a full day’s activities can be compiled and sent for review to management.

Routzy is perfect for both small and large business alike. As your business grows and requires more people using Routzy you can easily share company information, item lists, and more with multiple iPads. It’s as simple as sending an e-mail.

For help importing contacts or a list of services/products visit routzy.com/import

For help creating and importing your paperwork visit routzy.com/forms

Want a custom version of Routzy built for your business? Routzy was built for businesses and their sales process, but you may have needs that no single app could fulfill. Engage our professional services team and let us add unique features, integrate your business process, and brand the interface for your company. Our cloud based infrastructure allows for data integration with your existing business systems. Let us help you implement a custom version of Routzy. Contact us to get started sales@routzy.com

Please keep in mind that, if you use the GPS tracking feature of Routzy, continued use of GPS running in the background can dramatically decrease battery life.

Turn sales people into sales rock stars with Routzy! For more information about Routzy CRM software visit routzy.com

Questions? Problems? Contact us at help@routzy.com