Route To CRM

Your solution for customer relationship management. Our software includes everything you need to optimize your customer interactions and improve your business efficiency

“Since we started using RouteToCRM, we've seen a significant improvement in our operational efficiency.”

Sara´s Plastic Surgery

“Its integrations with our other business tools have allowed us to centralize all our customer information in one place, which has been a real game changer for us.”

Creditech

“What impresses me most about RouteToCRM is its ease of use. Despite all its powerful features, it's incredibly user-friendly. ”

USA FILE Solutions

Features to CRM

Follow-up Automation

With RouteToCRM, you can schedule and automate your follow-ups to never miss a business opportunity again. Our intelligent follow-up feature helps you keep your customers satisfied and your team organized.

AI-Text Generation

Content automation. Automatically generate texts for communications and other purposes, based on artificial intelligence to obtain coherent and high-quality content.

Elevate Your Efficiency

Discover the power of our innovative, user-friendly Customer Relationship Management software, packed with a robust automation engine and AI-driven features.

Flexible Pricing

We offer our software at a fair price, ensuring that you only pay for the features and volume you truly need.

Personalized Support

Depend on us to provide dedicated support tailored to your specific needs.

Scalability

Our software adjusts to your business growth for optimal performance.

Data Security

We use advanced measures to protect your data, providing peace of mind.

Start your free trial today

We offer a variety of pricing plans to suit the needs of your business. Whether you’re a small business or a large corporation, we have a plan for you.

Powerful features

Follow-up Control

Maximize efficiency in relationship management. Schedule tasks, set reminders, and make sure to leverage every opportunity to strengthen your relationship with your clients.

Process Management

Monitor and manage every stage of the customer journey. From acquisition to post-sale, guarantee an exceptional experience in every interaction.

Digital Contract Signing

Make it official instantly. Streamline processes and reduce waiting times by sending documents for digital signing with just one click.

Custom Fields

Adaptability in information. Configure custom fields in the CRM to capture and store specific data about your clients, ensuring a complete and detailed record that fits your needs.

Email Automation

Strategic and timely communication. Automate email sequences based on the client's status and specific dates. This allows you to maintain constant, relevant communication at the right moment.

Calendar and Appointments

Manage appointments, meetings, and tasks with an integrated calendar, assigning specific activities to members of your team. This ensures that every commitment is attended to promptly and without any complications.

Document Management

Centralize information. Store, access, and organize documents related to your clients in one place, making information retrieval and review quick and easy.

Sales Checklist

Standardized sales process. With a detailed checklist, ensure that your team follows the necessary steps to close deals efficiently and effectively.

Service Management

Comprehensive control of offered services. From initial request to final delivery, monitor and optimize every step of the customer service process.

Pipeline System

Our pipeline system is designed to monitor and manage every stage of services and processes. This allows you to have a clear view of progress and ensure that everything advances as planned.

Boards and Reports

Real-time data on sales, leads, and communications, all in panels designed for quick understanding. Filter, analyze, and export specific data for a clear view of your strategies and results.

Real-time Notifications

Instant information. Whether it's a sale, a new lead, or a major change, you will be informed in real-time, allowing you to take quick and precise actions.

Source Tracking

Know your sources of success. Accurately identify where your leads come from to refine and optimize your marketing strategies.

Payments and Subscriptions

Smooth and reliable transactions. Offer your clients popular and secure payment methods, and easily keep your accounting up to date.

Payroll and Commissions

Efficient financial management. Control and calculate payrolls, bonuses, and commissions automatically, ensuring accurate and timely payments.

Web Integration

The perfect connection between your website and the CRM. Simplify the lead capture process, minimize errors, and gain deep insights into your visitors' behavior.

Phone System Integration

Power up your communications. Monitor calls, analyze statistics, and improve your telephone communication strategies for greater effectiveness.

SMS and Email Integration

Effective communication at your fingertips. From automatic reminders to personalized responses, ensure smooth and personalized communication with every client and prospect.

Whatsapp Business

Elevate communication. Initiate conversations and predefine messages to effectively interact with your clients via WhatsApp.

Multi-language Communication

By communicating in your clients' native language, you not only show respect but also build stronger and more effective relationships.

Custom Branding

Reflect your identity. From the interface to communications, make sure your brand is prominent and consistent at every touchpoint.

Integration and connected apps

Ready to get started?

See the power of RouteToCRM by requesting your Demo. Leave your details below to request a demonstration and discover how our CRM solution can transform your business.

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