# Routzy - Mobile Sales CRM — user reviews

> 60 indexed App Store user reviews of Routzy by Coalesce Software, rated 3.00/5 from 5 ratings.

- Source: https://appshunter.io/ios/app/routzy-mobile-sales-crm/id487646442/reviews
- App overview in markdown: https://appshunter.io/ios/app/routzy-mobile-sales-crm/id487646442.md
- Rating breakdown: 5★ 2 · 4★ 0 · 3★ 1 · 2★ 0 · 1★ 2

## Newest reviews (12 of 60)

### 5/5 — Awesome CRM

*2013-06-04*

I have tried various CRM's to use in my independent business - none of them offer all of the features "Routzy" does. I highly recommend this application for anyone that does outside sales. Once you input your leads you have multiple ways to sort data, keep notes on data, copy and paste data within the app itself, and email important documents and forms to clients, as well as send mass follow-up emails. This product is extremely user friendly and offers a better CRM interface than SalesForce. I have previously utilized five different APP's to meet the requirements  of my business. I now utilize just one APP - Routzy! This CRM is amazing and the support staff is very helpful! They love this product and so will you!!!

### 5/5 — Super app!

*2013-05-31, version 3.0.2*

Super terrific! Keeps me on task and saves so much time. Linked with Sharepoint to make material easy to share.

### 5/5 — Changed our lives

*2013-05-31, version 3.0.2*

Fantastic. Keeps everything neat and easy. Intuitive and great support. Tutorials are short but informative. Great app.

### 5/5 — Keeps getting better

*2013-05-08, version 3.0*

Routzy has completely changed the way we do route sales. Our sales team can enter notes immediately and accurately with real time updates. The developers are attentive and the app updates reflect that.  I can't imagine going back to the old way.

### 5/5 — Wonderful Product

*2013-04-29, version 3.0*

Wow!!! 5+ stars. Saving my business time and money. Really glad I reached out to the Routzy team and decided to purchase the full product - Routzy BackOffice plus the iPad version for my sales team. I love everything that I was able to empower my business with. 

User for nearly months now, and I can say with certainty that my sales and efficiency have increased nearly two fold! Again 5+ stars!!

### 5/5 — GREAT CRM!

*2013-04-11*

I have used this app now for fourteen days (the trial period) and it is awesome! It really has made my business less complicated and more streamlined! Great app for individuals who are sole proprietors or 1099 employees. It has allowed me to gather all of my contacts information in one place, which includes any attachments I have sent via email. Also, I am  able to back up all of my contact information on DropBox, allowing me to access this information while on the go. I would highly recommend Routzy!

### 5/5 — Great CRM

*2013-03-27, version 2.4.6*

Routzy is great!   I've used many different CRMs and this is by far the best one.

### 5/5 — One Stop Shop

*2013-03-22, version 2.4.6*

This is amazing software. It helps me be more productive for my business. Now I won't lose contact info and follow up dates. Loves how it interfaces with Drop Box.

### 5/5 — Routsy is the real thing!

*2013-03-11*

After my client base grew to the point where I just couldn't control or keep up with it, I shopped for a CRM program for days before coming across Routzy. In fact I downloaded several "free" CRM's and tested them but always ended up frustrated in that these other programs would just not synchronize with my default calendar and had to be inputting information twice, that was not acceptable. By finding Routsy and learning its ability to automatically zinc to my calendar I finally was able to accomplish my business in a much more efficient manner. I also think that the way have set up and designed their contact program is so much more easier and convenient than what I encountered before. Their offering the ability to record and follow up with email, phone calls, personal notes, and schedule sales calls in the same screen is superb. Thanks Routsy, u' a lot help!

### 5/5 — Nicely Done!

*2013-03-08, version 2.4.5*

This app answered all of my prayers!  Simple to get started, professional looking proposals, share photos with notes ... check, check, check!.  Also, I've been looking for a simple, inexpensive way to make drawings and email them quickly to my field personnel.  Nicely Done!

### 5/5 — Great tool

*2013-02-18*

I have been using the app for about a month now and have been very pleased. My previous sales position was with a large multi billion dollar corporation and they did not have a program as user friendly as Routzy. 
I own a fabrication company and the drawing feature works perfectly for rough drawings in the field. 
One thing I would like to see is a category for phone number extension. 
Otherwise it has been perfect and I am only scratching the surface of the features. 
It's worth it!

### 5/5 — Amazing Business Tool

*2013-02-08, version 2.4.4*

I have been using this App to manage my book of clients and have had no problems to date! This is the best way to organize yourself for maintaining your customers as well as increasing your amount of sales through follow-ups and Lead production. I would recommend Routzy to anyone serious about being successful in the Sales world!

## Most critical reviews (10 lowest-rated)

### 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.

### 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.

### 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.

### 1/5 — Monthly fee

*2012-05-09*

I think this app would have probably worked out to be a great app for my small business. I spent a week researching apps that would meet all of my needs. It took me a whole month to get all of the information I needed in to my ipad to suddenly find out that Routzy would like a $25 monthly fee. I was one of the first few to purchase this product and disregarded plenty of great apps that had monthly fees knowing I could not afford that. So it saddens me to say that all of the time I spent trying to figure this app out I can not figure out what the monthly fee is for nor can I afford it. Not only would I like my $25 back but who will reimburse me for the endless waisted hours I spent loading all of this information in to this app.

### 2/5 — import and support

*2013-04-02, version 2.4.6*

Can't seem to get Routzy to import contacts using their csv template at more than 15 contacts at a time. I have hundreds to import. No response from their email support. The software may do many things, but this aspect doesn't seem to be one of them.
I got one email asking me to send them a sample database which I did, no response in two weeks. Ugh. This isn't a free app, support shouldn't treat us that way.

### 3/5 — I use it, but need it to be better

*2013-01-16, version 2.4.3*

I have been using it for almost a year now. I use it every week. It does a LOT of things, but I just need it to create and send out estimates. 

I keep a running list of the things I would like to see improved.  The developers do make improvements. For example, they used to not have the ability to change the order of proposal items or to just delete an item. Those features now work smoothly.  Here is my routzy wishlist as it currently stands. 

1- ability to convert proposal to invoice. As is, you need two concurrently running software programs- Routzy for proposals, then you have to create the invoice from scratch in another program- Quickbooks, wave, or the like.  Both will have all your client info. Routzy should have "convert to invoice and send to Wave/Freshbooks/Quickbooks"
2- auto sync with icloud contacts: as is I need to import contact information into routzy. Now if a client changes an email address, I have to update iCloud AND the app. This is doubling my work. Cant the contacts list just be directly from iCloud?
3- why is "import contact" in settings? That's not a setting. I should be over by the "new contact" button. 
4- only show description and amount. It is a waste of space for my proposals to have item, uom, rate, and qty. please let me get rid of them. I need more space. The client doesn't need to see my item code. 
5- watermark the logo or add other graphic elements proposal. Right now it looks very generic and template-ish. You should incorporate a document setup wizard so I can make my proposals look like the fancy schmancy letterheads I paid a designer to make for me. 
6- allow me to control default email subject and body in proposal emails. This could save me a TON of work. 
7- ability to organize contacts by status- who is waiting for an estimate?  If i limit myself to the apps functionality, there is not way for me to see who has received a proposal but hasn't booked work yet. That is easy money for me. Call up and ask if they got it. But as is, I have to rely on my memory about who booked and who hasn't. I input the status into each proposal, why can't I tap into that information to make easy money?
8- ability to create duplicates of estimates- lets say I send out a proposal with 20 items. Client calls back and accepts 10 of them. I open the app, delete the ten they don't want, then resend it. They call back and say they decided they want to add back 5 that were deleted. Now I have to open the email I originally sent, then re add the original items. I need to be able to open the proposal, click "create new version" and make my changes without messing up the original. 
9- emails sometimes disappear when I go to different app WHAT! This has now happened many times to me- so that makes it not a fluke. I make a proposal, start an email draft from within the app. I go to copy paste info into the app. If stay away from the app for a while (10 minutes?) when I come back my email draft, which by this point has a lot of work into it will just randomly be gone. Not in the drafts folder in the mail app. Seemingly not anywhere. Just gone. This is in no way acceptable. Time is money and having to retype a long email is a big waste of time. 
10- ability to teamwork on proposals. If I make a proposal, send to the client, client calls the office and says they want one little change. No one in the office can make that change. I am the only one that can make the change. So even though its one little thing, the client has to wait until I have time to do it. My whole team should be able to tap into the same information. That's what makes us a team. Routzy currently only operates as separate individual users.

### 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.

### 4/5 — Best value CRM !

*2013-05-13*

After an extensive CRM search I found routzy to provide the most user friendly interface, fullest mobile features, and a reasonable price. The competition seems to lack features and polish or cost significantly more. Routzy allows me to take my entire client database with me. Last Friday I received a new client phone call while I was @ a restaurant watching the nba finals. With routzy I was able to enter my new client's info, schedule a service call for that evening, and approximate how soon I could get to the job with the built in mapping feature.

### 4/5 — Pleased

*2013-05-13, version 3.0*

Routzy makes it easy to keep track of all contacts you have made with your clients. It allows me to have a mobile office! Hopefully in the near future it will be a able to share with other devices automatically but other then that it works great!

## Most praised reviews (10 highest-rated)

### 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.

### 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.

### 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!

### 5/5 — Absolutely best CRM for outside sales rep

*2013-08-11, version 3.2.1*

Absolutely the best CRM app that I have found!!! It does so much more than a CRM too!!!! Quotes, Orders, Geo Planning....etc!! Great job!!!!

### 5/5 — Routzy Mobile CRM

*2013-08-07, version 3.2.1*

I have utilized this app for the past 6 months. It's a wonderful CRM tool for our Company.

Very easy to set up and Navigate. Allows invoicing, Customer Data GPS tracking or recording, emailing, analytics and many other features that all sales organizations need. 

Data input from multiple sales lines are allowed and any type of data you would need for you to keep in contact with your customer base is easily accessible.

We have tried other tools and Routzy is by far the best!

### 5/5 — Awesome Ap

*2013-07-13, version 3.2*

I'm in sales and this ap has been a great benefit in helping with the growth and organization of my business.

### 5/5 — Boss

*2013-06-19, version 3.1*

Great app and great support.  Something for everyone with tracking capability for the office and great contact relationship tracking for field reps.  Very easy to use - even our old guys like it!!

### 5/5 — Real CRM

*2013-06-15, version 3.1*

This app is real CRM. You can easily keep track of your records, pictures, emails, and many other great features.  Any road warrior could use this app to help keep your clients and files organized!

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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.*
