Coalesce Software8774 Cotter St

Lewis Center, OH 43035routzy.com | (614) 754-4720Start your 14-day free trail today!

For a personal demo contact:Johnathon Brunnerjohn@routzy.com614-313-1253

Johnathon BrunnerRoutzy Sales Associate

Routzy is a sales and contact management appfor the iPad that works for any business. Essentialfor today’s mobile sales professional.

YOUR SALES OFFICEAVAILABLE ON THE GO

Routzy

Contact ManagementAll the information you need to contact a client and close a sale is available on a single screen.

Use your PDF formsQuickly import your company paperwork and let Routzy fill out the fields automatically.

QQuotes and proposalsQuickly create professional quotes using your logo, client's contact information, and services.

Send data back to the officeLink Routzy to Dropbox to access contact data, paperwork, quotes, and more from anywhere.

The first 100% mobile CRM appIIf you have been a salesperson for any amount of time you know how important it is to manage your contacts and relationships. The software you use can make or break your company and sales pipeline. Let's face it, if you can't remember the last time you spoke with "what’s-his-name," you're jeopardizing the opportunity to close that deal, possibly losing vavaluable time and energy you've already invested taking this individual through part of your sales cycle.

So, the contact management system you use has to be easy, intuitive, and multi-functional. Here's where Routzy comes in.

There are lots of CRM (customer relationship management) apps for you to consider. Some are simple -- designed for just one key function -- while others are bloated and take darn near forever to get up and running.

Routzy is different. We like to think of it as "the next generation in CRM." It's an app designed exclusively for your iPad with no clunky backend to set up, no website to register on, and no online connection required to access your information. We've made it simple so you can do what you do best.

RRoutzy gives you all your contact data when and where you need it. We started out with the goal of making a CRM app sales professionals would LOVE to use. Then we took it to the next level and decided to create a CRM app that would do even more. With Routzy, you can create quotes and proposals, complete paperwork automatically, share data with coco-workers instantly, store data on your iPad and in Dropbox, and so much more.

THE NEXT GENERATION OF CRM

THE NEXT GENERATION OF CRMCRM you will LOVE to useLet's start with the basics. Routzy is a complete CRM app with all the features you would expect. You can track your sales meetings, phone calls, text messages, e-mails, etc. Adding activities is a snap; uploading your paperwork, creating drawings and annotating pictures are all easy too.

IIt's intuitive by design because we know there's no reason to download an app you won't want to use.

We think we've made something pretty great, but what really matters is what other business owners and sales professionals have to say.

""I really appreciate you guys developing this app. I am amazed there are not dozens of apps that enable you to form fill PDF forms (contracts and sales paperwork) and manage prospects and follow-ups CRM activity. Very well done on many different levels."-Donar209 from Routzy iTunes app page

Manage contacts your way We created Routzy to be versatile, so business and sales professionals from any industry would find what they needed in a CRM. What we've found is Routzy is used by professionals in a wide variety of industries all over the world.

BBeing successful in sales is all about knowing who to contact and when. Routzy allows you to manage your contacts your way. Want to call all of your contacts in a particular geographic area? How about sending an e-mail to everyone from a single company? Maybe you want to add previous meetings and follow up meetings to your calendar? You can do all of these things and many more. There are no restrictions with Routzy. Manage your contacts your own way.

Build your sales contact list instantly with Routzy. Any contacts already stored on your iPad are eligible for import. It's that easy to hit the ground running.

SALES CALLSKeep sales meetings on task with Routzy’s intuitive sales call tracking features.

No detail is insignificantAAt the heart of every successful sale, you'll have a variety of meetings at every stage of your relationship development. Don’t run the risk of letting the details all run together. Keep a record of the specifics of each sales call or meeting and set objectives to be met. You can better understand the reasoning behind every decision your potential customer makes when the stages of your sasale are this transparent.

Routzy not only helps you handle the important details, but keeps your sales meetings on topic to let you focus on closing that deal.

Sales call activities can be scheduled in advance and sent to your iPad’s calendar. We won’t make you set up yet another calendar to monitor, Routzy integrates with the one you already use .

Routzy gives you the opportunity to keep record of whether you successfully made contact and precisely how long you met with your potential client. Each sales call activity lets you add ample notes, whether you've prepared a virtual transcript or you're just making a quick comment.

FFor every sales meeting you can set an objective you need to achieve with your contact and establish a mission for when you meet again. A clear agenda for your time spent in meetings keeps your goals in sight and you at the top of the sales scoreboard.

Achieve your goals

EMAIL TRACKINGKeep everyone on the same page with Routzy’s integrated e-mail system.

You've probably discovered that e-mail correspondence with your customers can be both a blessing and a curse. It’s a quick way to send a wealth of information to your client, but critical messages can be lost, misplaced, or even deleted. Carbon copying colleagues at the office is inefficient and repetitive. Routzy integrates with the iPad e-mail app you're already using, it makes managing e-mail with your contacts more efficient.

MMessages you send in Routzy are automatically saved to the contact activities, even for mass groups e-mails. Refer to correspondence without searching through sent messages or cumbersome shared mail folders ever again.

Routzy also provides an additional backup of your data by saving emailseven after they have been deleted from your account. You never have toworry about losing another message or wonder aboutthe last e-mail you sent to a client; it's all righttthere at your finger tips.  

Send, receive, sell

QUOTES & PROPOSALSQuickly create professional quotes using your logo, business information, and services.

Quotes built to impressIf you work with a diverse customer base, you need to be ready to impress all walks of clientele with polished proposals you can prepare in a board room, living room or from the middle of a vacant lot.

RRoutzy's professional custom proposals are branded with your business contact information, logo, terms and conditions, taxes and more. Capture your customer's signature and immediately the document can be e-mailed or printed and is stored in your contact’s activity history. Proposals are also sent automatically to yoyour Dropbox account eliminating the need for filing paperwork.

Create stunning proposals anywhereRoutzy is ready to import any product or service list you already use with our .csv import system. Adding new items on-the-fly is also quick and painless. Routzy can even use your iPad’s camera to scan barcodes while creating quotes for maximum efficiency.

Routzy comes with a built in calculator to help when adjusting item quantity and price. If your business operates in areas with different taxes, adjusting the rate is easy.

You want the proposal you leave behind to be just as persuasive as your sales pitch. Routzy’s powerful quotes and proposals feature is exactly what you need.

DRAWINGSRoutzy gives you the ability to help clients visualize their purchase with compelling visual aids.

Highly successful salespeople excel at communication and use every available means to turn ideas into realities. Images and drawings can definitely help persuade an indecisive customer and edge a concept that much closer to becoming a sale.

WWhen you’re working in Routzy, there is no need to depend on other apps to produce visual aids anymore. A suite of easy to use drawing tools is ready to create when you are. You can lay out vital specifications, dimensions and objects you may need to work around to get the job done.

• Flow charts • Schematics • Floor plans • Diagrams • Sketches • Product designs

NNaturally, your drawings are all saved to the contact activity so your work is available in Dropbox. Quickly attach your visual aids to an e-mail or print them directly from your iPad.

Show and sell

What can you draw with Routzy?

ANNOTATED PICTURESRoutzy turns pictures from your iPad into creative visuals to sell your services.

Supplement your project drawings and proposals with pictures of the customer's site to enrich your understanding of their needs. Supply impressive knowledge of their project details days, weeks or months later.

YYou can quickly annotate images you have just taken on your iPad or any of those available in your iPad’s photo library. To make things even easier, your modified pictures are automatically attached to your client activity history; they're uploaded and available on Dropbox once the iPad connects to the Internet.

• Landscape projects • Home renovation projects • Interior design proposals • Insurance documentation • Carpentry designs • Remodeling proposals

IImages and drawings can help customers and clients visualize your ideas. This will help those concepts become sales.

Picture the profits

What pictures could you annotate?

PDF FORMSQuickly import your company paperwork and let Routzy fill out the fields automatically.

We’ll handle the paperworkNothing can stall a closing like filling out oceans of tedious paperwork, however necessary those forms might be. Imagine how much more smooth and efficient that process could be with your company paperwork automatically populated with your contact’s information.

RRoutzy lets you skip all of the repetitive data entry and get right to the details of your sale. Misplaced and misfiled documents can be eliminated; send your completed forms via e-mail. Dropbox integration minimizes delay in providing important materials to your office support team.

If you've already invested time and effort into developing your own paperwork, you can easily import it into Routzy and get back to using those familiar documents right away.

There are no limitations to the types of paperwork Routzy can handle. Whether you need to track contracts, license agreements, work authorizations, service tickets, or non-disclosure agreements; Routzy can handle them all.

OOur website provides you with step-by-step tutorial videos and how-to documentation to help you through the import process and make sure your contact information populates with accuracy. Check out our tutorial at routzy.com/forms.

Take the work out of paperwork

FOLLOW UPSSet reminders to get back in touch with clients using Routzy’s Follow Up feature.

Sticky notes get lost, napkins with writing on them get tossed out, and your memory is not what it used to be. When you make a promise to a client you had better deliver.

MMake consistency your personal signature and inspire confidence in your clients with attention to detail and reliability. Give yourself a way to follow up with your contacts on every promise you make before it comes back to you as a lost sale. Routzy’s follow up feature is just what you need.

RRoutzy lets you create reminders for a whole host of activities. Whether you need to remind yourself to reach out to a client, send off a proposal, or give directions to your next sales meeting; Routzy’s follow ups can handle them all.

FFollow up reminders can be sent to your iPad’s calendar and accessed anywhere your calendar integrates whether it is the office, home, or phone.

RRoutzy organizes your pending follow up reminders in an easy to view list that is automatically arranged by their due date. When you've delivered on your follow up, simply check it off as completed and they stay part of the contact activity history.

The modern Post-It note

Follow up anytime and anywhere

NOTESWith Routzy, you can take detailed notes to ensure that you don’t miss anything your customers and clients are telling you.

Client has just purchased a new home. Before the next sales call have Monica pick up a gift card to a home furnishing store.

Bring a product brochure for every meeting as he has a tendency to lose them between visits.

FFiles sent to client will need to be formated for a Mac and all PDF attachments will need to be under 4mb in size or they will be caught by the spam filter.

SSometimes knowing the little details about your customer and their habits can make all the difference in your relationship. Maybe they won't notice you didn't remember their best availability for a sales call; but it could be that detail which costs you the sale to a competitor. Why leave it to chance?

WWith the extensive contact notes you can add in Routzy, you don’t have to worry about forgetting those valuable facts and comments that help you accommodate your customer before they even ask. Routzy allows you to add notes directly to your contact and makes them available to you each time you opopen the contact.

Of course, you'll also pick up bits and pieces of information, have ideas strike you in the middle of the night that aren't quite ready to e-mail to the customer. Add a note to your contact's activities and save that thought so it can be developed into something outstanding later.

All the details count

TRACK CALLSMake every conversation count using a detailed record of all phone calls with a potential client.

Call time isn’t down timeBBetween on site meetings, carefully composing e-mails and driving from client to client you probably spend the rest of your day on the phone. Successful salespeople depend on those calls to organize tomorrow, clarify yesterday, and check in on a dozen proposals that could turn into a sale at a moment's notice. You need to know exactly who called, when it hahappened and what the outcome happened to be.

Routzy helps you document every incoming and outgoing call; there’s never any question about the flow of communication. Any documented phone call you have made to this contact is available in the client’s contact history.

Call tracking features enable you to note the start and end time of your conversation; talk time is calculated automatically. Outbound calls can even be scheduled in advance and pushed to your iPad’s calendar.

LLeaving detailed notes about what was discussed in a phone call can mean the difference between closing a sale and starting over from scratch. You can assign a subject for every call to let you pinpoint the precise entry you need from your contact’s history.

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TEXT MESSAGES

Accommodate every contactNot a single interaction between you and your contacts needs to be lost ever again. No matter how short the message may be it’s still a crucial component of any sale.

LLet your contact choose their preferred means of communication. For the customer who shoots you texts now and then or the client who is addicted to typing with their thumbs, save a record of that conversation to their contact activity history in Routzy.

Track all contact communication Successful customer relationships demand flexibility and the means to respond quickly to a potential client. You've learned this interaction can take many forms. Sending text messages is a great way to get a quick answer especially when that answer is “We’re ready to buy.”

Keep your messages short and to the point but don’t forget to keep a record of these crucial interactions in Routzy.

TIME TRACKINGIn business today, time is everything. Use Routzy to help your sales force account for their time.

When you accommodate your customer schedules, you inevitably run into unforeseeable delays, down time and impromptu travel. But how do you account for this time to your sales manager?

RRoutzy provides you with time tracking to account for every minute of your day, even when you can’t spend it face to face or on the phone with your clients.

NNever panic again when your boss asks you “What did you do all day?” There's absolutely no question, all of your contact related activities can be documented whether it's research and development time or waiting for that chronically late, big spending client.

• Travel time • Research • Production time • Design time • Marketing events • Missed connections

Your time is very valuable make sure you spend it well.

Your time is precious

What can I use time tracking for?

REPORTS & ANALYTICSGenerate powerful reports to see what activities are generating sales for your business.

EEvery day your office and management back you up with support and guidance throughout the sales process, so naturally you want to keep everyone on the same page. Reports are some of the most important tools to have at your disposal to provide essential information to the rest of your company. Routzy makes compiling dedetailed reports effortless, so you can spend just a moment consolidating data from the field and focus on the work you do behind those numbers. Less time in department meetings to discuss progress doesn’t have to mean leaving management and your team in the dark.

As a powerful and complete customer relationship management application, Routzy helps your company quickly create useful reports to outline client activities, track proposals, and complete sales. Flexible filters let you sort activities, date ranges, and proposals to focus on the exact set of data that memeans the most to you. In addition to contact activity data, iPads enabled with wireless service let you see a timeline to track your location throughout the workday. Getting any of these reports back to your counterparts in the office is as simple as addressing an e-mail.

Powerful Reports and Analytics

GPS TRACKINGQuickly and easily track everyplace your sales team members have been.

PProductivity and accountability are qualities you prize and depend on in an employee; let your sales team show you exactly where they have been and what activities they’ve accomplished throughout their day. Using the GPS information from their iPads when they have an active Wi-Fi or wireless service connection, representatives can cocompile detailed reports using Routzy analytics to show you precisely which activities occurred in each location.

Empower your sales representatives to spend less time calling and texting about where they are and more time being there, in the moment, with every customer. When their iPad connects to Wi-Fi or has a wireless service connection, both a Latest GPS reading and a collection of GPS bread crumbs are synchronized to Dropbox. Set your owown data transfer interval so you receive these updates as often or as infrequently as you choose.

Keep tabs on your mobile sales force

Review GPS location data in the office

DROPBOX INTEGRATIONWith Routzy and Dropbox you can access all of your contacts, paperwork and proposals anywhere.

Your contact data available anywhereWorking in sales can be appealing for the endless opportunities to interact with prospective clients and rise to the occasion of solving important business challenges. On the other hand, it can be easy to fall out of touch with your office team or the other sales representatives from your company.

Routzy's seamless Dropbox integration allows you to backup your iPad database to the cloud, giving you the confidence that your contact profiles and activity histories are secure.

RRoutzy will also send drawings, quotes, proposals, and other important documents to Dropbox. When these folders are shared to other members of your sales team, they have easy access to your data.

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