Routzy - Mobile Sales CRM 12+

Coalesce Software

Designed for iPad

    • 3.5 • 4 Ratings
    • Free
    • Offers In-App Purchases

iPad Screenshots


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:

What’s New

Version 3.7.9

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

Ratings and Reviews

3.5 out of 5
4 Ratings

4 Ratings

Molnette ,

Great Program

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

SafeBasementsMA ,

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.

Mr. Fixed it ,

Business Owner

I have recently purchased Routzy for one year. I have found the customer service to be terrific. I own a remodeling / handyman company and have been working out of notebooks and a calendar for over 4 years now. Routzy has basically enabled me to consolidate all of my notes and contacts into one location and in turn allowed me to finally become organized. I love how I can take notes about anything a customer tells me and how I can remind myself to follow up with customers a week from now or even 6 months from now based on the notes I have taken. In addition having the ability create proposals and invoices and being able to send my notes, pics, and drawings is invaluable to me as a remodeler. This program sets me apart from other contractors. I looked at many different apps and have found that after several days of research, Routzy has all the components I need and wanted to keep on top of everything so I can further grow my business. I would encourage anyone in my field of business or other fields where customer relationship management is a priority to get more info on this software.

App Privacy

The developer, Coalesce Software, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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