# Routzy - Mobile Sales CRM

> Mobile sales CRM for iPad to manage contacts, quotes, and paperwork. (iPhone/iPad app by Coalesce Software.)

- Source: https://appshunter.io/ios/app/routzy-mobile-sales-crm/id487646442 (this page in markdown: same URL + `.md`)
- Developer: [Coalesce Software](https://appshunter.io/developer/426761638)
- Category: Business, Productivity
- Price: Free with in-app purchases
- Rating: 3.00/5 from 5 App Store ratings · 60 written reviews indexed
- Age rating: 12+
- Requires: iOS 11.0 · 40 MB
- Languages: American English
- Released: 2012-03-23
- Data updated: 2026-06-09
- Monetization: subscription
- User reviews in markdown: https://appshunter.io/ios/app/routzy-mobile-sales-crm/id487646442/reviews.md

## What is Routzy?

Try Routzy for FREE for 14 days!

Routzy turns your iPad into a fully functional mobile sales office; manage appointments, track contact interactions, create proposals and quotes, and fill out your PDF paperwork automatically. 

Routzy works completely offline as a mobile CRM software solution. Provide better service, see more clients, and close more deals. 

Routzy is a subscription service that must be renewed monthly. Check in-app purchases for pricing. 14 days after downloading Routzy a subscription will need to be purchased from the in-app store to continue adding new contacts or activities.

Let Routzy help you:
•  Manage contacts your way with custom groups and lists.
•  Keep a record of every client conversation and interaction.
•  Track every opportunity with an intuitive sales funnel.
•  Keep paperwork with you at all times. Easily import your PDF forms and documents.
•  Automatically fill out PDF forms with relevant customer information.
•  Never miss appointments again! Send meetings, calls, and follow ups to your calendar.
•  Build professional quotes and proposals using your logo and list of products and services.
•  Capture a contact’s signature directly on paperwork.
•  Create floor-plans, diagrams, and more to serve as a visual aid in the sales process.

Routzy is built with the features that mobile sales professionals need and the reporting and tracking tools managers and owners demand of CRM software. Our powerful reports allow access to a wide range of data based on dates of activity and can quickly be shared to appropriate parties. Routzy also captures the location and activity of representatives throughout the day and stores the data for reporting. With a few taps a full day’s activities can be compiled and sent for review to management.

Routzy is perfect for both small and large business alike. As your business grows and requires more people using Routzy you can easily share company information, item lists, and more with multiple iPads. It’s as simple as sending an e-mail.

Please keep in mind that, if you use the GPS tracking feature of Routzy, continued use of GPS running in the background can dramatically decrease battery life.

Turn sales people into sales rock stars with Routzy!

Questions? Problems? Contact us at: help@routzy.com

## Key features

- Mobile sales CRM
- Contact management
- Proposal and quote creation
- Automated PDF paperwork
- Offline functionality
- Sales funnel tracking
- Calendar integration

## Pricing and in-app purchases

Base price: Free.

**One-time purchases**

| Purchase | Price | Type |
| --- | --- | --- |
| One Month Subscription | $34.99 | one-time |
| One Year Subscription | $349.99 | one-time |


## Recent user reviews (10 of 60)

All indexed reviews: https://appshunter.io/ios/app/routzy-mobile-sales-crm/id487646442/reviews.md

### 1/5 — Please fix search bar.

*2024-04-08, version 3.7.10*

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.

### 1/5 — Software is completely unsupported

*2024-03-29*

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.

### 5/5 — Great Program

*2023-08-11*

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

### 1/5 — Not ready for iOS 11

*2018-05-13*

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.

### 5/5 — Efficient; highly recommend

*2017-03-16, version 3.6.2*

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.

### 1/5 — THE NEW 1.2 UPDATE MAKES THIS APP  1 OF ALL MY APPS

*2016-03-11, version 3.4*

You guys have done something that if only Act by Sage, Salesforce, Salesbeaver , Daylite and many more that I have wasted my money on would have done my life and CRM software would have been solved years ago. I do all my work from my Ipad 3, My iphone 4S and my 15" macbook pro so this app and its abilities to email docs etc. has made life great. I use my Ipad 3 almost like it is a second hand so it is with me 24/7 and now with the Routzy app it use it constantly. One more move would put you as App of the Decade and that is to tie it in to a Icloud or Macbook compatible app that could be used via the cloud.
UPDATE: I have sat back and watch routzy evolve to what it is today , with great disappointment in the steady price increase, I own thousands of dollars worth of apps and I can not think of one that increased in price , I can think of several great apps that have decreased in price. The owner of this app should really consider the value of a cost effective app.  (ie 100 customers at 49.00 
You make $5000.00 a month 1500 customers at 10.00 a month you make 15000.00) The average sales rep making a 100 K a year like myself will self invest in a great app at a great price , however I do not think many of us will invest at the price listed - I could be wrong , I am not "all knowing" however I understand the App Store to be very Volume driven. I for one would like to use such a app however not at the cost of a weeks groceries or two tanks of gas.

### 4/5 — Excellent productivity app

*2015-12-26*

This is a brilliant app with working features that practically support the worker on the road. Importing working documents, sketching and collecting all you data under the relevant contact record makes it powerful.

### 5/5 — Customer Service!

*2015-11-18, version 3.4*

Thank you for a great product and great customer support.

### 5/5 — Great for outside sales

*2014-04-25, version 3.3.8*

I use this tool in the field to create quotes. It's fast and better looking than anything I could ever create on my own. I log all my sales notes under each contact, take and email photos etc. One of the better sales tools out there.

### 5/5 — Great App

*2013-08-16, version 3.2.1*

Great CRM tool!  Love it and it has really helped our business!

## Frequently asked questions about Routzy

### 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.

## Version history (last 5 releases)

### 3.7.11 — 2025-02-26

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

### 3.7.10 — 2024-03-28

* Fix for signature window not behaving properly

### 3.7.9 — 2023-06-12

- Fixed an issue with Smart Service integration that prevented attachments from syncing back when attaching them directly after creating a prospect record.

### 3.7.8 — 2023-05-30

* Resolved an issue causing an error when failing to fill out a new prospect when integrated with Smart Service

### 3.7.7 — 2019-02-11

* Internal changes for in-house service endpoints
* Fixes for routing and mapping

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## More apps by Coalesce Software

- [iFleet 4 for Smart Service](https://appshunter.io/ios/app/ifleet-4-for-smart-service/id895198206)
- [Smart Service Cloud](https://appshunter.io/ios/app/smart-service-cloud/id1583995618)

All apps by Coalesce Software: https://appshunter.io/developer/426761638

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-09.*
