# Routzy Reviews
**Vendor:** Coalesce Software  
**Category:** [Proposal Software](https://www.g2.com/categories/proposal)  
**Average Rating:** 3.5/5.0  
**Total Reviews:** 1
## About Routzy
Routzy is an acclaimed iPad CRM app that squeezes the functionality of several specialized business programs into one centralized, do-it-all sales center. This mobile, agile app helps you turn leads into customers on the go. Make your sales in the field with nothing more than your iPad! From forms to sales calls and from quotes to routing, Routzy does it all.




## Routzy Reviews
  ### 1. CRM integrated with Smart Service

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 22, 2019

**What do you like best about Routzy?**

So far we like all the features it has, like pictures, graphs, texts, calls, emails etc.

**What do you dislike about Routzy?**

As far as the integrated portion of Routzy, it requires "customers" to be made into a prospect in order to show up in the system. We are still learning the ins and outs, and Ill update my review once we know better

**Recommendations to others considering Routzy:**

No recommendations at the moment!

**What problems is Routzy solving and how is that benefiting you?**

CRM, Sales


## Routzy Discussions
  - [What is Routzy used for?](https://www.g2.com/discussions/what-is-routzy-used-for)

- [View Routzy pricing details and edition comparison](https://www.g2.com/products/routzy/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-20+08%3A57%3A04+-0500&secure%5Bsession_id%5D=6329bd4f-7407-4467-9b69-d3d4bbf2f43f&secure%5Btoken%5D=d06efde4898d918f0a1a6f4a88a930dd4019c55cfbf51bbd74a83c4bb907cc69&format=llm_user)

## Routzy Features
**Document Creation**
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- Online Document Creation
- PDF Creation
- Custom Branding

**Territory Mapping**
- Custom Territory Mapping
- Strategic Selling
- Automatic Rep Assignment

**Workflow**
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows

**Route Planning**
- Lead Priority
- Optimized Sales Routes
- Map Directions

**Analytics**
- Proposal Effectiveness Reporting
- Reporting and Dashboards

**Sales Performance Management**
- Gamification
- Performance Dashboards
- Sales Rep Tracker

**Administration and Platform**
- User, Role, and Access Management
- CRM Integration
- E-Signature Integration
- CPQ Integration
- API / Integrations

**Presentation and Forms**
- Video and Interactive Media
- Digital Contracts
- E-signature

**Generative AI**
- AI Text Generation

## Top Routzy Alternatives
  - [Conga Composer](https://www.g2.com/products/conga-composer/reviews) - 4.4/5.0 (834 reviews)
  - [SPOTIO](https://www.g2.com/products/spotio/reviews) - 4.5/5.0 (383 reviews)
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,590 reviews)

