Most companies run sales in one tool and customer success in another, and the outcome a customer was sold gets lost in the handoff. Routeability removes that gap. It manages the entire customer relationship end to end, from the first opportunity to renewal and expansion, on one continuous record.
The qualification an AE did, the outcome the proposal promised, and the value the customer actually needs all carry forward, so the team delivering is working from the same truth the team that sold it created.
Pre-sale and sales. Capture inbound leads, work prospects through a pipeline, and forecast with confidence.
Lead capture and an inbound inbox
Prospect and opportunity pipeline with stages
Sales forecasting with pipeline, best-case, and commit categories, by rep
Proposals with discounts and tax handling
MEDDPICC-based account qualification
Quota and coverage, pipeline health, and forecast accuracy analytics
Owners (AE, SE, CSM), teams, territories, and opportunity splits
The handoff, solved. A prospect becomes a customer on the same record. Closing a deal carries the account, its qualification, and its committed outcome straight into onboarding. Nothing is re-keyed and nothing is lost.
Post-sale and customer success. Turn a signed contract into proven, renewable value.
Health scoring tied to adoption and outcomes, so risk surfaces early
Renewals with weighted ARR-at-risk forecasting and risk tiers
Expansion pipeline, forecast like new business
Executive business review and QBR tracking against account objectives
Account qualification that continues to live after the sale
Revenue intelligence across the whole lifecycle. ARR, GRR, and NRR reporting built on an immutable financial ledger, with fiscal-year analytics and forecast categories, so new business, retention, and expansion are all measured on one consistent set of numbers.
AI that assists, not replaces. Routeability’s AI agents draft the next best action, such as a renewal-risk play or an expansion opportunity, and route it to a human to approve. Every action is logged and auditable.
Built for teams that handle real data. Multi-workspace support, role-based access, enforced MFA, optional SAML single sign-on, and strict tenant isolation enforced at the database layer.
Routeability is for SaaS teams that want one platform for the entire customer relationship, where the outcome sold is the outcome delivered, and leadership can see revenue from first pipeline dollar to net revenue retention.
