About Routzy
Routzy is a mobile sales app software from My Service Depot that changes the iPad into a comprehensive sales tool. It combines sales contact management, sales routes, and quotes and proposals so users can efficiently manage their sales processes on the go. Routzy provides digital forms to facilitate data collection and customer interactions directly from the field. This application is designed to centralize sales efforts, allowing for better tracking and reporting of sales activities. Key capabilities: sales contact management sales routes quotes and proposals digital forms mobile accessibility Best for: sales professionals that need an effective mobile solution for managing client relationships and generating sales documents.
Routzy by My Service Depot is a cloud-based CRM software tailored to optimize route management, customer communications, and operational efficiency primarily for service-based businesses. Its main purpose is to streamline daily workflows by providing a comprehensive platform that integrates customer relationship management with route planning and dispatch capabilities. This fusion allows businesses to not only manage their client interactions effectively but also ensure timely and efficient service delivery. Key features of Routzy include automated route optimization, real-time tracking, customer notifications, scheduling tools, and detailed reporting. These features collectively help companies reduce operational costs, improve customer satisfaction, and enhance overall team productivity. The user interface of Routzy is thoughtfully designed to be both user-friendly and intuitive, appealing to users across different levels of technical proficiency. The dashboard is clean and organized, presenting users with an at-a-glance view of key metrics such as upcoming routes, service schedules, and customer information. Navigation throughout the platform is straightforward, with a well-structured menu system and clear icons that guide users seamlessly between managing routes, customer databases, and analytics.
Pros & Cons
- +Mobile-First (iPad App): Designed specifically for iPad, making it highly portable and suitable for field sales.
- +All-in-One Solution: Consolidates multiple sales functions (CRM, routing, proposals, forms, presentations) into a single app, simplifying workflow.
- +Efficiency for Field Sales: Features like optimized sales routes and on-the-fly quote generation boost productivity for mobile teams.
- +Streamlined Paperwork: Digital forms reduce reliance on physical documents and improve data capture.
- +Data Synchronization: Dropbox integration allows seamless transfer of data back to the office.
- −No Web Version/Desktop Client Mentioned: The focus is purely on the iPad app, which might limit accessibility for office-based tasks or different user preferences.
- −Pricing Not Transparent: The website doesn't disclose pricing, requiring direct inquiry which can be a barrier for initial evaluation.
- −Last Copyright 2021: The copyright date suggests the website content might not be the most up-to-date, potentially raising questions about recent updates or active development.
Features
Key features
- Mobile Sales Center
- Combines multiple business utilities into a single iPad app.
- Quote & Proposal Generation
- Create professional quotes on the fly.
- Sales Route Optimization
- Generates optimized routes for mobile sales teams.
- Digital Forms
- Digitize existing paperwork for in-field use.
- Sales Contact Management
- Centralized logging of prospect and customer communication.
- Visual Aids
- Tools for creating impactful sales presentations.
Additional features
- Sales Contact Management
- Stay highly organized by logging and managing all communications (calls, emails, meetings, etc.) with both prospects and existing customers in a single, accessible location within the app.
- Sales Routes
- This feature is perfect for mobile sales teams, as Routzy can quickly generate optimized sales routes, helping representatives visit more clients efficiently and reduce travel time.
- Quotes and Proposals
- Empower sales reps to create sleek, professional, and customizable quotes and proposals directly from their iPad while in the field, increasing their chances of closing deals on the spot.
- Digital Forms
- Digitize all your existing paper-based forms, allowing sales teams to complete, sign, and submit any necessary paperwork directly from their iPad, streamlining processes and reducing errors.
- Visual Aids
- Create and utilize compelling presentations and other visual content directly within the app to express ideas clearly and effectively, significantly bolstering sales pitches and engaging prospects.
- Send Data Back to the Office
- Seamlessly access contact data and track the activity of your mobile workforce by integrating with Dropbox, ensuring that important information flows back to the main office for analysis and record-keeping.
Pricing
Countries & Languages
Interface languages
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About Routzy
Routzy is a mobile sales app software from My Service Depot that changes the iPad into a comprehensive sales tool. It combines sales contact management, sales routes, and quotes and proposals so users can efficiently manage their sales processes on the go. Routzy provides digital forms to facilitate data collection and customer interactions directly from the field. This application is designed to centralize sales efforts, allowing for better tracking and reporting of sales activities. Key capabilities: sales contact management sales routes quotes and proposals digital forms mobile accessibility Best for: sales professionals that need an effective mobile solution for managing client relationships and generating sales documents.
Routzy Details
Routzy's In-App Market Place
Does Routzy have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Aud (A$), Cad (C$), Nzd (NZ$), Chf (CHF), Jpy (¥), Cny (¥), Krw (₩), Sgd (S$), Ils (₪), Try (₺), Rub (₽), Brl (R$), Inr (₹), Zar (R), Aed (د.إ), Sar (ر.س), Hkd (HK$), Thb (฿)
Pros & Cons
- Mobile-First (iPad App): Designed specifically for iPad, making it highly portable and suitable for field sales.
- All-in-One Solution: Consolidates multiple sales functions (CRM, routing, proposals, forms, presentations) into a single app, simplifying workflow.
- Efficiency for Field Sales: Features like optimized sales routes and on-the-fly quote generation boost productivity for mobile teams.
- Streamlined Paperwork: Digital forms reduce reliance on physical documents and improve data capture.
- Data Synchronization: Dropbox integration allows seamless transfer of data back to the office.
- No Web Version/Desktop Client Mentioned: The focus is purely on the iPad app, which might limit accessibility for office-based tasks or different user preferences.
- Pricing Not Transparent: The website doesn't disclose pricing, requiring direct inquiry which can be a barrier for initial evaluation.
- Last Copyright 2021: The copyright date suggests the website content might not be the most up-to-date, potentially raising questions about recent updates or active development.
Routzy's Support Options
Contact
1-888-518-0818Routzy's Alternatives
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