RouteIQ for Zoho CRM

To use the RouteIQ mobile app, you must be a paid Zoho CRM user, and have installed and set up RouteIQ from the web app.

RouteIQ is a mapping solution that enhances Zoho CRM by providing map visualization, optimized route planning, and Map Reports through both web and mobile apps. RouteIQ helps you close more deals while saving valuable time and fuel.

Key features :

* Map visualization

Visualize your prospects on an interactive map.

Filter prospects based on proximity to your location using the Near Me feature.

* Route planning

Create optimized routes for your field sales and service activities based on the day's scheduled or flexible meetings.

* Map Reports

Analyze your data with thermal and numerical representations using Location Intelligence.

RouteIQ for Zoho CRM is a geo-analytics and route optimization solution designed to enhance the efficiency of field sales and service teams using the Zoho CRM platform. At its core, RouteIQ leverages location data to visualize customer locations, optimize travel routes, and schedule appointments effectively. This leads to reduced travel time, increased customer engagement, and improved overall productivity for field representatives. The application seamlessly integrates with Zoho CRM, allowing users to directly access and manage customer information within the RouteIQ interface.

Key features of RouteIQ include route planning, territory management, and geo-fencing. Route planning allows users to create optimized routes for their field teams, considering factors such as traffic conditions, appointment schedules, and customer priority. Territory management enables businesses to define and manage sales territories based on geographic boundaries, ensuring fair distribution of leads and customers. Geo-fencing allows users to create virtual boundaries around specific locations, triggering alerts when field representatives enter or exit these areas, providing valuable insights into their activities. Ultimately, RouteIQ empowers businesses to make data-driven decisions, optimize resource allocation, and improve the performance of their field operations, leading to increased revenue and customer satisfaction.