Routzy - Mobile Sales CRM
Coalesce Software
About this app
- Category Productivity
- Age 10
- Updated Feb 26, 2025
- OS IOS
Editor reviews
Routzy is a mobile sales CRM designed for field sales teams and small-to-medium businesses to manage leads, deals, and customer interactions on the go. Core features include fast lead capture and contact management, visual pipeline and deal tracking, and sales automation with real-time sync. Routzy offers AI-driven activity suggestions, customizable pipelines, offline access, and integrations with email and calendar to help sales reps close deals faster and stay organized.
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How to use:
1. Download the app and create an account or sign in with your work credentials to sync existing CRM data.
2. Import contacts or capture leads directly from calls, forms, or business cards and assign them to your pipeline.
3. Create or customize deal stages, add notes and activities, and move deals through the pipeline as you progress.
4. Enable reminders and automation for follow-ups, use AI suggestions for next actions, and log calls or meetings from the mobile app.
5. View dashboards and reports to track performance, export data, and connect integrations (email, calendar, cloud storage) for end-to-end sales workflows.