Routzy: The Ultimate iPad CRM and Mobile Sales Software for Sales Professionals

About Routzy

Routzy is an exceptional iPad CRM and mobile sales software that truly revolutionizes the way sales representatives manage their tasks and engage with clients. The platform seamlessly integrates a variety of advanced features, making it a comprehensive mobile sales center that empowers users to turn leads into loyal customers.

One of the standout features of Routzy is its Sales Contact Management system, which allows users to keep all prospect and customer communications organized in one convenient location. This is invaluable for sales reps who need to stay on top of their interactions and ensure no opportunity slips through the cracks.

The app's ability to generate optimized sales routes in seconds is a game-changer for mobile sales teams. This feature not only saves time but also enhances productivity, allowing sales reps to focus on what they do best—selling.

Creating quotes and proposals on the fly is another impressive capability of Routzy. The sleek and professional designs help sales reps make a strong impression, increasing their chances of closing deals in the field. Additionally, the digital forms feature allows users to digitize existing paperwork, streamlining processes and improving efficiency.

Routzy also excels in providing visual aids for presentations, enabling sales reps to effectively communicate their ideas and bolster their sales pitches. The integration with Dropbox further enhances the app's functionality, allowing for easy access to contact data and tracking workforce activity.

With its user-friendly interface and robust features tailored for various industries—from field sales to real estate—Routzy is an indispensable tool for any sales professional looking to elevate their game. The free trial offers a fantastic opportunity to experience the benefits firsthand. Overall, Routzy is a must-have for anyone serious about maximizing their sales potential.

CRM Features

• Calendar/Reminder System
• Document Storage
• Email Marketing
• Internal Chat Integration
• Marketing Automation Integration
• Mobile Access
• Quotes / Proposals
• Segmentation
• Social Media Integration
• Task Management
• Territory Management

Quoting Features

• Automated Quoting
• Catalog Management
• Client Portal
• Contact Management
• Customer Accounts
• Customizable Branding
• Discount Management
• Forms Creation
• Pricing Management
• Proposal Management

Contact Management Features

• Activity Management
• Appointment Management
• Contact Database
• Contact History
• Contact Import/Export
• Customer Pipeline
• Email Marketing
• Group Management
• Interaction Tracking
• Lead Management
• Prospecting Tools
• Sales Pipeline Management
• Search / Filter
• Segmentation
• Shared Contacts

Proposal Management Features

• Automatic Formatting
• Calendar Management
• Contact Management
• Content Repository
• Document Management
• Electronic Signature
• Knowledge Library
• Pipeline Management
• Task Management