---
title: Routzy Reviews
meta_title: 'Routzy Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Routzy works for a business like yours.
aggregate_rating:
  rating_value: 3.5
  review_count: 1
  scale: '5'
date_modified: '2026-03-08'
parent_category:
  name: Quote Management
  url: https://www.g2.com/categories/quote-management
---


# 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?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-14+05%3A45%3A54+-0500&secure%5Bsession_id%5D=c16fb4c0-e626-470e-a3d7-fefd932c3cbe&secure%5Btoken%5D=2980f3720bb77806458413488f05e964e2d2f7c7e12beffd1263d37eaef14772&format=llm_user)

## Routzy Features
**Additional Functionality**
- AI Copilot
- Electronic Signature
- Approval Process Control
- Customer History
- Workflow Management
- Reminders
- Automated Quoting
- Price/Margin Management
- Contact Management
- Drag & Drop
- Pricing and Cost Calculations
- Calendar Management
- Catalog Management
- Client Portal
- Discount Management
- Real-Time Data
- Proposal Generation
- Billing & Invoicing
- Generative AI
- Customizable Branding
- Template Management
- Document Management
- Estimating
- Email Management
- Third-Party Integrations
- Reporting & Statistics
- Access Controls/Permissions
- Customizable Fields
- CRM
- Pricing Management
- API
- Accounting Integration
- Activity Dashboard
- Contract/License Management
- Electronic Payments
- Audit Trail
- Quotes/Estimates

**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
- Electronic Signature
- CPQ Integration
- API / Integrations
- Contract/License Management
- Knowledge Base Management
- Contact Management
- RFP Management
- Workflow Management
- Document Management
- Task Management
- API

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

**Additional Functionality**
- Customer History
- Document Storage
- Alerts/Notifications
- Customizable Templates
- Lead Capture
- Lead Qualification
- Route Optimization
- Calendar Management
- Workflow Management
- Third-Party Integration
- Sales Trend Analysis
- API
- CRM
- AI Copilot
- Email Management
- Opportunity Management
- Customizable Forms
- Payment Collection in the Field
- Lead Management
- Contact Management
- Dispatch Management
- Customer Database
- Mobile Access
- Activity Tracking
- Sales Forecasting
- Sales Activity Management
- Commission Management
- Reporting & Statistics
- Territory Management
- GPS
- Generative AI

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Additional Functionality**
- Templates
- Collaboration Tools
- AI Copilot
- CRM
- Automatic Formatting
- Client Portal
- Access Controls/Permissions
- Quotes/Estimates
- Customizable Reports
- Content Library
- Data Import/Export
- Document Review
- Document Automation
- Reminders
- Audit Trail
- Reporting & Statistics
- Approval Process Control
- Version Control

## Top Routzy Alternatives
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