1. Home
  2. 💼 Business
  3. Routzy
Routzy - Mobile Sales CRM

Routzy - Mobile Sales CRM

by Coalesce Software

5 ratings
60 reviews
💼 Business
📊 Productivity
Free
In-App Purchases

Details

Released
March 23, 2012
Updated
February 26, 2025

Features

Developer

Coalesce Software
✨Promote your app ✨
Routzy - Mobile Sales CRM video #1 for iPad
Routzy - Mobile Sales CRM screenshot #2 for iPad
Routzy - Mobile Sales CRM screenshot #3 for iPad
Routzy - Mobile Sales CRM screenshot #4 for iPad
🧾$34.99 - $349.99
In-App Purchase↘︎
📌Ready
Reviews summary↘︎
⭐60
Reviews↘︎
🔄6+ apps
Alternatives↘︎
❓5 answered
FAQ↘︎
📦w/o updates
Updates frequency↘︎
🖼️Get Icon
Icons↘︎

About

Transform your iPad into a mobile sales office. Manage contacts, track interactions, create quotes, and automate PDF paperwork. Works offline to help you close more deals.

✓Mobile sales CRM
✓Contact management
✓Proposal and quote creation
✓Automated PDF paperwork
✓Offline functionality
✓Sales funnel tracking
✓Calendar integration
Show original description

What users say about Routzy

Reviews of Routzy are mixed: the Business app is rated 3.0/5 from 5 App Store ratings. What users like most: great CRM tool, efficient organization. Top complaints: software unsupported, bugs not being fixed. Summarized from real user reviews.

Positive things

  • 👍Great CRM tool
  • 🚀Efficient organization
  • 👍User-friendly interface
  • 💡Powerful features for outside sales
  • 👍Excellent customer support
  • 💡Streamlines business processes
  • 💡Mobile office capability
  • 💡Great for managing contacts and notes
  • 💡Integrates with Dropbox
  • 💡Saves time
  • 💡Professional-looking proposals
  • 💡Good value for money
  • 💡Comprehensive CRM solution
  • 💡Helpful for business growth
  • 💡All-in-one tool

Negative things

  • 🐛Software unsupported
  • 🐛Bugs not being fixed
  • 🐛Features broken after updates
  • 🐛Incompatible with newer iOS versions
  • 🐛Price increases
  • 🐛High cost for some users
  • 🐛Import limitations
  • 🐛Lack of response from support
  • 🐛Hidden monthly fee
  • 🐛Emails sometimes disappear
  • 🐛Teamwork functionality lacking
See all reviews

What's New in Routzy

3.7.11

February 26, 2025

- Overhaul of dark mode compatibility to ensure all elements are legible

2

Subscriptions & In-App Purchases

$34.99

One Month Subscription

This product will extend your Routzy subscription by one (1) month.

User reviews

Most RecentHighest RatedLowest Rated

Please fix search bar.

Search bar is blacked out and cannot see it. For some reason it still works but cannot see the text or the bar itself. Please sort this. Asap.
PZPerson in New Zealand

Software is completely unsupported

I have been using Routzy for about 10 years. It is one of my favorite pieces of software and I have developed many systems around it. However, the last update came almost a year ago. It broke some of the features that I love the most, including signatures on the contract, and the ability to draw on pictures. I reached out immediately to the developers to report these bugs. However, the deed that has not been fixed, and now syncing with dropbox is no longer working which is crucial to my business, signatures are still not available, and many other bugs that are just not being fixed. I’ve reached out to tech-support multiple times. After wasting my time, just trying to find my account, they promise that they’ll get back to me and if there’s an update coming soon. However, these are all promises that have not been kept.
Show more
RRet.Marine

Great Program

Love Routzy Have used it for years and everyone in my company uses it and we are very happy with the program.
MMolnette

Not ready for iOS 11

Bought this app in Nov and I have a new iPad pro with iOS 11.3 on it. Can't use all the features of the app. When I called support I was told they are aware and it has to due with the camera in iOS 11. That was 6 months ago and I still can't put a logo on my estimates or insert photos. Asked to extent my membership due to the lack of use of all the features and was denied that as well. Support told me to find an older iOS and use the device. Not a good answer if you ask me.
Show more
BGBearded Vent Guy

Efficient; highly recommend

Looking for a long time on a program to help me like this one has. This has assisted immediately with organizing time so efficiently, it has only made for rapid business growth.

Companies are only as good as their people with customer service... These are good people...this is a good company. Highly recommend.
Show more
GGARAGE-Tastic
See 55 more reviews

Developer apps

iFleet 4 for Smart Service
iFleet 4 for Smart Service

Digital Work Orders

📊 Productivity

(33)

Free
Smart Service Cloud
Smart Service Cloud

by Coalesce Software

💼 Business

(2)

Free
See developer apps

User experience

🐞

Reported Bugs

11 issues

Search bar blacked out

Bug

Signatures on contract broken

Bug

Ability to draw on pictures broken

Bug

Syncing with Dropbox not working

Bug

Features broken after last update

Bug

Not ready for iOS 11

Bug

Cannot put logo on estimates

Bug

Cannot insert photos

Bug

Import contacts at a limited rate

Bug

Emails sometimes disappear

Bug

Teamwork on proposals not possible

Bug
✨

Requested Features

26 requests

Fix search bar display

Feature

Fix signature feature

Feature

Fix drawing on pictures feature

Feature

Fix syncing with Dropbox

Feature

Make app compatible with iOS 11+

Feature

Extend membership due to feature issues

Feature

Tie in to iCloud or Macbook compatible app via cloud

Feature

Ability to convert proposal to invoice

Feature

Auto sync with iCloud contacts

Feature

Improve import contact location in settings

Feature

Option to hide item details in proposals

Feature

Watermark logo or add graphic elements to proposals

Feature

Control default email subject and body in proposal emails

Feature

Ability to organize contacts by status

Feature

Ability to create duplicates of estimates

Feature

Teamwork on proposals

Feature

Synchronize Outlook accounts for email and contact syncing

Feature

Incorporate automated email features

Feature

Add phone number extension category

Feature

Additional Acrobat-like functions (post drawings/pics to PDF forms)

Feature

Ability to post a pic or drawing in a field on proposal/quote

Feature

Sort by status

Feature

Forward emails to the app

Feature

Mac version that syncs with iPad

Feature

Dark mode option

Feature

Advanced analytics dashboard

Feature

FAQ

What does Routzy do?

Routzy transforms your iPad into a mobile sales office. It allows you to manage contacts, track client interactions, create professional quotes and proposals, and automatically fill out PDF paperwork. The app is designed to help sales professionals work more efficiently, even offline.

What are the key features of Routzy?

Key features include comprehensive contact management with custom groups, interaction tracking, sales funnel visualization, PDF form automation, appointment scheduling, quote and proposal generation with custom branding, and the ability to capture signatures directly on paperwork. It also offers reporting tools for managers.

How much does Routzy cost?

Routzy is a subscription service that requires a monthly renewal. Pricing details can be found within the app's in-app store. A 14-day free trial is available, after which a subscription must be purchased to continue adding new contacts or activities.

What devices is Routzy compatible with?

Routzy is specifically designed for iPads, turning them into a fully functional mobile sales office. It is ideal for both small and large businesses looking to equip their sales teams with powerful tools on a tablet.

Can Routzy be used offline?

Yes, Routzy works completely offline, making it a robust mobile CRM software solution for sales professionals who may not always have internet access. This allows for continuous management of contacts, activities, and paperwork regardless of connectivity.