This review was last updated
This CRM Review examines Routzy.
In-Depth CRM Review
9000 Cotter Street
Lewis Center OH 43035
CRM Category: Strategic Solution – Macintosh/iPad
Sub-Category: Contact Manager
Seats: Small Business
About the Company:
Coalesce Software makes doing business better through mobile technology. Founded in 2010, Coalesce Software specializes in business productivity applications for sales teams, small and medium sized businesses, independent sales representatives, and business development professionals.
Since its founding, Coalesce Software continues to release mobile applications that help people do business of better with the following mobile applications: Smart Service iFleet, Routzy and Routzy BackOffice. Coalesce Software completes mobile application customization projects so any business owner can have the perfect app to maximize their existing business processes.
About the Product:
Manage Your Contacts
The next generation of apps for the sales professional
If you have been a sales person for any amount of time you know how important it is to manage your contacts and relationships. The software you use can make or break your company and sales pipeline. Let’s face it, if you can’t remember the last time you spoke with “what’s-his’s-name,” you’re jeopardizing the opportunity to close that deal, possibly losing time and energy you’ve already invested taking this individual through part of your sales cycle.
So, the contact management system you use has to be easy, intuitive, and multi-function. Here’s where Routzy comes in.
There are lots of customer relationship management apps for you to consider. Some are simple — designed to do one key function — while others are bloated taking darn near forever to get up and running.
Routzy is different. We like to think of it as “the next generation of apps for the sales professional.” It’s an app exclusively on your iPad with no clunky backend to set up, no website to register on and no online connection required to access your data. We’ve made it simple so you can do what you do best.
Routzy gives you all your data when and where you need it. We started out with the goal of making an app sales professionals would love to use. Then we took it to the next level and decided to create an app that would do even more. With Rouzy, you can create quotes and proposals, complete paperwork automatically, share data with co-workers instantly, store data on your iPad and in the cloud, and so much more.
Manage Contacts Your Way
We created Routzy to be flexible, so business and sales professionals from any industry would find what they needed from an app in Routzy. What we’ve found is Routzy is used by professionals in a wide variety of industries all over the world.
Being successful in sales is all about knowing who to contact and when. Routzy allows you to manage your contacts your way. Want to call all your contacts in a particular geographic area? How about sending an e-mail to everyone from a single company? Maybe you want to add previous meetings and follow up meetings to your contacts. You can do all of these things and many more. There are no restrictions with Routzy.
Build your sales contact list instantly with Routzy. Any contacts already stored on your iPad are eligible to import into Routzy. It’s that easy.
No detail is insignificant
At the heart of every successful sale, you’ll have a variety of meetings at every stage of your relationship development. Don’t run the risk of letting the details all run together. Keep a record of the specifics of each sales call or meeting and set objectives to be met. You can better understand the reasoning behind every decision your potential customer makes when the stages of your sale are this transparent.
Routzy not only helps you handle the important details, but keeps your sales meetings on topic to let you focus on closing that deal.
Achieve your goals
Sales call activities can be scheduled in advance and sent to your iPad’s calendar. We won’t make you set up yet another calendar to monitor, Routzy integrates with the one you already use.
Routzy gives you the opportunity to keep record of whether you successfully made contact and precisely how long you met with your potential client. Each sales call activity lets you add ample notes, whether you’ve prepared a virtual transcript or you’re just making a quick comment.
For every sales meeting you can set an objective you need to achieve with your contact and establish a mission for when you meet again. A clear agenda for your time spent in meetings keeps your goals in sight and you at the top of the sales scoreboard.
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