Coalesce Launches Routzy, iPad App Designed for Sales Professionals

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More than CRM, Routzy is the first comprehensive salesperson app built exclusively for the iPad.

With Routzy you can manage your entire list of sales activities for the day, e-mail customers a quote, draw diagrams, and much more. I’m so proud of Routzy and I can’t wait for the sales community to try it.

Columbus, Ohio, based company Coalesce Software has just released Routzy, their latest iPad app designed for mobile sales professionals. Routzy mobile CRM software allows sales professionals to track customer interactions, fill out PDF forms automatically using customer information, create quotes and proposals, and annotate drawings and photos in the field. Routzy is available on the Apple iTunes App Store for $24.99 with a monthly subscription fee of $24.99.

Coalesce Software CEO Skip Stringfield had the following to say about Routzy, “This app is a game changer! To perform everything in Routzy on your iPad it would require 15 different apps and none of them would share data with each other. With Routzy you can manage your entire list of sales activities for the day, e-mail customers a quote, draw diagrams, and much more. I’m so proud of Routzy and I can’t wait for the sales community to try it.”

Routzy is unique in the mobile sales and dispatch software community; it is not tied-in with large software packages for the desktop. Bruce Heinrich COO of Coalesce Software had this to add, “This app was designed to be a 100% mobile solution for sales professionals. No clunky back-end software, no unreliable web interface, just all the crucial information you need available anywhere at a moment’s notice. Sharing data with co-workers is easy. Once a user is set up they can share their settings profile via e-mail to co-workers, making department wide implementation of Routzy easy.”

  •     Contact Management - Routzy makes creating lists and groups of important contacts simple and quick. those are created, they can easily be e-mailed en masse or put in a route for future contact.
  •     PDF Management - All sales people have paperwork and sales documentation necessary for their job. Routzy stores PDF documents for easy access at anytime. Users can annotate documents, capture signatures, and even have PDF’s automatically filled out with contact information.
  •     GPS Tracking - Routzy captures the location and activity of representatives throughout the day and stores the data for reporting. With a few taps a day’s activities can be compiled and sent for review to management.
  •     Pictures and Drawings - Routzy has a powerful drawing tool built in for creating floor-plans, diagrams, and more to serve as a visual aid in the sales process.
  •     Quotes and Proposals - Creating professional custom quotes in Routzy is easy. Quotes can be sent to prospective clients using a company logo, information, and item lists. Users can even use the iPad camera to scan barcodes of goods when creating quotes to eliminate data entry errors.
  •     Reporting - Routzy provides powerful reports for management and mobile employees to track productivity. Reports can show a wide range of data based on dates of activity and quickly share it to appropriate parties.
  •     Enterprise Level Scalability - As additional users are required, it is easy to share set up information, item lists, and text blocks with multiple iPads. It is as simple as sending an e-mail.

Routzy is a 100% mobile solution for sales professionals built exclusively for the iPad. Coalesce Software is looking to change the rules for mobile business app development.

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Phil Carter
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