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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

OctaSales is a sales presentation software designed specifically for tablets, enabling users to deliver complex product presentations in a quick, easy, and comprehensible manner. This tool offers an interactive product overview that leaves a lasting impression on customers. You have the flexibility to customize the starting point, stopping point, and primary objective for each presentation session. Unlike traditional presentations, the online format is non-linear and can be tailored to suit various client needs through distinct movement patterns. Being an OS-independent solution, OctaSales functions seamlessly both online and offline, allowing you to conduct your professional presentations anywhere with your iPad or Galaxy Tab, even without a WiFi connection. The primary benefit of OctaSales lies in the significant time savings and enhanced efficiency it provides for you and your sales team. Ideal for large retail sales teams that utilize iPads or Galaxy Tabs, OctaSales also offers features to create new customer profiles and pricing lists while allowing the delegation of privileges to individual sellers and sales groups. By adopting OctaSales, businesses can streamline their sales processes and improve their overall productivity.

Description

Routzy is an innovative iPad application designed for sales that combines the advanced features of various business tools into a comprehensive mobile sales hub. Transform your leads into loyal customers today by ensuring all communications with prospects and clients are neatly organized in one central location. Ideal for on-the-go sales teams, Routzy swiftly generates optimized sales routes, allowing you to maximize your time in the field. You can craft impressive quotes instantly, enhancing your chances of closing deals while you’re out and about. Furthermore, it enables you to digitize existing paperwork and deploy customized forms to handle various scenarios seamlessly. Elevate your sales presentations to effectively convey your ideas and strengthen your pitches. With Dropbox integration, you can easily access contact information and monitor team activities. Routzy essentially turns your iPad into the quintessential standalone sales tool. In summary, this application merges the robust features and capabilities of multiple business productivity apps into one efficient sales platform, empowering sales teams to operate more effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Dropbox No 

Integrations

Dropbox Yes 

Pricing Details

$19 per month
Free Trial No 
Free Version No 

Pricing Details

$34.99 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

OctaSales

Country

Sweden

Website

www.octasales.com

Vendor Details

Company Name

Coalesce Software

Country

United States

Website

routzy.com

Product Features

Sales Enablement

Collaboration Yes 
Contact Management No 
Content Management Yes 
Document Management No 
Goals / Quota Management No 
Lead Management Yes 
Meeting Management No 
Performance Management No 
Presentation Management Yes 
Proposal Management Yes 
Territory Management No 
Training Management Yes 

Product Features

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Field Sales

Activity Tracking No 
CRM No 
Channel Management No 
Collaboration Tools No 
Controlled Access No 
Dashboard Management No 
Expense Management No 
Fast Estimates No 
Inventory Management No 
Invoices No 
Lead / Opportunity Management No 
Online Payments No 
Order Management No 
Quoting No 
Reporting / Analytics No 
Route Optimization No 
Territory Management No 
Time Tracker No 
Visit Scheduling No 
Workflow Management No 

Proposal Management

Automatic Formatting Yes 
Calendar Management Yes 
Collaboration No 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management Yes 
Templates No 
Version Control No 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator No 
Proposal Management Yes 

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