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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 Pipeline CRM?

Select a sales platform that features an easy setup, seamless integrations, and intuitive tools designed for your convenience. By choosing Pipeline CRM, you will unlock all the essential resources needed to accelerate your sales operations. With over 15 years dedicated to crafting sales enablement tools, we have consistently gathered feedback from our clients to enhance our services. The result is a user-friendly platform that caters to your specific requirements while eliminating any unnecessary complexities. Every detail of your sales pipelines is accessible when you need it and unobtrusive when you don’t, promoting clarity and efficiency in your tasks. You can view all transactions in a customizable list format and apply filters to quickly find the information you seek. Our customer support team is comprised of knowledgeable professionals located in the US, each of whom is an active user of Pipeline and possesses a wealth of experience. Known for our outstanding customer service, we take pride in responding to calls within two rings and without convoluted phone menus. Getting started with us is effortless thanks to our tailored onboarding services, and we also provide custom development options. Should you require additional features beyond our standard offerings, please feel free to get in touch. Launching your journey with us is simple, with transparency in pricing and no need for technical resources, making it a perfect fit for businesses of any size. Ultimately, you can concentrate on what matters most—enhancing your sales performance and achieving your goals. Join us today and discover the difference we can make for your business.

Media

Media

Integrations Supported

ActiveCampaign
Campaign Monitor
Formstack
Formstack Documents
Freshdesk
Google Workspace
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Operations Hub
Nekton.ai
Peaka
QuickBooks Online
QuickBooks Online Advanced
Quickwork
SyncSmart
Workato
Wufoo
Xero

Integrations Supported

ActiveCampaign
Campaign Monitor
Formstack
Formstack Documents
Freshdesk
Google Workspace
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Operations Hub
Nekton.ai
Peaka
QuickBooks Online
QuickBooks Online Advanced
Quickwork
SyncSmart
Workato
Wufoo
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$19.95 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

Pipeline

Company Website

pipelinecrm.com

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

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

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