RouteIQ for Zoho CRM

A comprehensive map visualizer and route planner for your field sales and service activities

Built for: CRM Developed by: Zoho Corporation
7.2k+ Installs
  ( 38 )

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

Key Features:

  • MAP VISUALIZATION
    ➤ DATA VISUALIZATION: Visualize all your prospects on an interactive map with Map View and Explore.
    ➤ PROXIMITY FILTERS: Filter prospects based on proximity to your location using Near Me and Nearby.
    ➤ COLOR VIEWS: Visually categorize your prospects by color coding them with color views.
    ➤ MAP REPORTS: Cumulatively analyze your data in thermal gradients and numerical representation.
  • ROUTING AND TRACKING
    ➤ ROUTE PLANNING AND OPTIMIZATION: Create optimized routes for your scheduled or flexible meetings.
    ➤ ROUTE DISTRIBUTION: RouteIQ efficiently distributes visits to your team so there's no need for manual assignment.
    ➤ SEARCH ALONG THE ROUTE: Find CRM records that are located along a route.
    ➤ RESTRICTED CHECK-IN AND CHECK-OUT: Ensure that your team checks in and out only at the meeting location.
    ➤ ROUTE PROGRESS TRACKING: Visualize the progress made along a route based on agent check-ins and check-outs.
    ➤ MILEAGE AND TIME TRACKING: Track the distance traveled and time spent on visiting prospects.
    ➤ VISITS TRACKING: View agent visits by date, and access detailed information like visit order, check-in/out info, etc. about the visits.
  • REPORTS AND DASHBOARDS
    ➤ REPORTS: Generate reports to analyze your field team's planned vs. actual visit, time and mileage details with their deviations.
    ➤ DASHBOARDS: Get an overview of your field team's performance with metrics like route status, completed visits, and time spent, etc.
  • AUTOMATION
    ➤ AUTOMATED ROUTE PLANNING: RouteIQ automatically creates routes for your daily meetings.
    ➤ AUTOMATED CHECK IN AND OUT: RouteIQ notifies you or automatically checks in or out when you arrive depart from your meeting location.
    ➤ ROUTE WORKFLOWS: Automate manual work like email notification or creating mileage expense in Zoho Expense to improve productivity and efficiency.

Tags

Deployment type Zoho platform
Published date May 8, 2022
Version 1.0
Latest Released date Apr 18, 2023
Category Sales
Pricing Paid
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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