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What is Routzy?

Routzy is a cutting-edge iPad application tailored for sales professionals, merging the sophisticated functionalities of various business tools into a single, all-encompassing mobile sales platform. By keeping all communications with potential clients and existing customers organized in a central hub, you can effortlessly convert leads into dedicated patrons. Perfect for sales teams that are always on the move, Routzy allows you to create optimized sales routes quickly, ensuring you make the most of your time in the field. It also enables you to generate compelling quotes on the fly, significantly boosting your chances of closing sales while you’re away from the office. Additionally, the app allows you to digitize traditional paperwork and implement customized forms to streamline various processes. You can enhance your sales presentations to effectively articulate your ideas and strengthen your proposals. With the seamless integration of Dropbox, accessing contact details and tracking team activities becomes a breeze. Routzy effectively transforms your iPad into an essential, standalone sales instrument. In conclusion, this innovative application consolidates the powerful features of numerous business productivity tools into one streamlined sales solution, equipping sales teams to function with greater efficiency and success. With Routzy, sales professionals are not just equipped with tools; they are empowered to elevate their entire sales game.

What is OutreachCRM?

For twenty years, we have supported businesses and organizations throughout New Zealand, which has endowed us with significant expertise in contact management. Established in Dunedin, NZ, Outreach Software Limited commenced its operations in 2002, focusing on online contact relationship management solutions specifically designed for small businesses. From its inception, OutreachCRM has been crafted as an easy-to-use online platform, allowing users to seamlessly track contacts, clients, customers, members, donors, and any other groups in need of management. With ease of use in mind, you can effortlessly add, manage, and oversee all vital information related to your contacts, customers, members, or donors. Capture essential and relevant data for your organization through customizable fields tailored to your needs. You can enter information using various methods such as drop-down lists, free text, multiple choice, or date fields. Additionally, you can categorize your contacts by grouping or tagging them, which enables you to create targeted contact lists, identify specific markets, or streamline communication with groups. By linking your contacts, you can also clarify the nature of each relationship, ensuring effective management and communication. Our commitment to innovation drives us to continually refine our solutions, adapting to the evolving needs of our clients in this ever-changing environment. We believe that by staying attuned to these changes, we will continue to enhance the value we deliver.

Media

Media

Integrations Supported

Dropbox
ON24
PhoneBurner
Rattle

Integrations Supported

Dropbox
ON24
PhoneBurner
Rattle

API Availability

Has API

API Availability

Has API

Pricing Information

$34.99 per user per month
Free Trial Offered?
Free Version

Pricing Information

$50 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Coalesce Software

Company Location

United States

Company Website

routzy.com

Company Facts

Organization Name

Outreach Software

Company Website

www.outreachcrm.co.nz

Categories and Features

Contact Management

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
Social Media Integration

CRM

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

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

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

Categories and Features

Contact Management

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
Social Media Integration

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