RouteIQ Features

For plan based pricing detail, click here

Standard Plan Features

STANDARD (FLEXI) PLAN
Features	Explanation
1,000 Free Record Credits per Month	A record credit is a token that is exchanged for an attempt to convert an address into GPS coordinates. They are used to visualize your Zoho CRM records on a map. Learn more.
Map Visualization
Zoho CRM Data Visualization	Visualize your Zoho CRM modules & views on an interactive map as a visual alternative to a simple list view. Learn more.
Map View	Visualize your CRM data within the Zoho CRM List view for a more contextual experience. Apply any filter, sorts, etc. Learn more.
Explore (Multi-Module Visualization)	Simultaneously visualize records from up to 10 modules spread across an area. Learn more.
Proximity Filters (Near me and Nearby)	Filter prospects located within a chosen radius from you, a record, or any other location on the map. Learn more.
Heat & Cluster Maps	Cumulatively visualize your data in thermal gradient (Heat map) or numerical clusters (Cluster map). Learn more.
Routing
Flexible & Scheduled Routes	Flexible Timing: Stops without a specified meeting start and end time but specified duration. Scheduled Timing: Stops with a specified meeting time. Learn more.
Route Optimization	RouteIQ automatically rearranges stops' order in routes with flexible timing to minimize the travel distance. Learn more.
Estimated Time of Arrivals & Departures	Coordinate visits with prospects and stay on schedule with ETAs & ETDs. Learn more.
Diary (Activity Journal)	Date based view of your team's planned and past meetings and routes. Learn more.
Multi-app Navigation	Navigate your route or to stop with Google, Waze or Apple Maps. Learn more.
Reports & Dashboards
Basic Route Reports	Generate reports to analyze your field team's planned visit, time and mileage details. Learn more.
Basic Route Dashboards	A simple window into your field team’s planned route details like: planned traveled distance, duration and appointment duration
Automation
Basic Route Workflows	Create route workflows to automate manual work based on a route's planned details to perform actions like email notification when a route is assigned.

Professional Plan Features

PROFESSIONAL PLAN (Everything in STANDARD +)
Features	Explanation
Map Visualization
Color Views	Visually see the different aspects of your prospects like lead status, account's industry, a record's last visit date by color coding them based on different criteria. Learn more.
Routing
Route Distribution (coming soon)	RouteIQ optimally distributes all your field visits, jobs and deliveries amongst your team to eliminate inefficient manual assignments. Learn more.
Search Along the Route	Search along a route helps your field force find records that are located along a route. Learn more.
Tracking
Restricted Check-in/out	Allow your field agents to check-in/out only if they are located within the allowed radius. Learn more.
Route Progress Tracking	Visually see the progress made in a route based on the check-ins and check-outs performed by the field agent. Learn more.
Visits Tracking	Date based visualization of a user's field visits, order and detailed info of each visit. Learn more.
Mileage Tracking	RouteIQ calculates the total distance traveled to visit the completed stops based on check-ins. Learn more.
Time Tracking	RouteIQ tracks the time spent on travelling to stops and meeting prospects based on check-ins/outs. Learn more.
Reports & Dashboards
Advanced Route Reports	Generate reports to analyze your field team's planned vs. actual visit, time and mileage details with their deviations. Learn more.
Advanced Route Dashboards	A simple window into your field team’s performance with metrics like route status, completed visits, travel distance, duration and deviation etc.
Automation
Automated Route Planning	Automatically create routes every day for your daily meetings. Learn more.
Automated Check-in/out	RouteIQ notifies you or automatically checks in and outs when you arrive and leave a prospect’s location. Learn more.
Route Workflows	Create route workflows to automate manual work based on a route's planned and actual details to perform actions like creating an mileage expense in Zoho Expense.

Feature Availability (Web, iOS and Android)

Feature	Web	iOS	Android
Map Visualization
Zoho CRM Data Visualization	✅	✅	✅
Saved Zoho CRM Filters	✅	✅	✅
Map View in Zoho CRM List View	✅	NA	NA
Explore (Multi Module Visualization)	✅	✅	✅
Proximity Filters	✅	✅	✅
Cluster & Heat maps	✅	✅	✅
Color Views	✅	✅	✅
Routing
Flexible and Scheduled Routes	✅	✅	✅
Route Optimization	✅	✅	✅
Estimated Time of Arrival & Departure	✅	✅	✅
Multi-app Navigation	NA	✅	❌
Route Distribution	✅	❌	❌
Search Along the Route	✅	❌	❌
Diary (Activity Journal)	✅	✅	✅
Tracking
Check-in, Check-out & Proof of Delivery	NA	✅	✅
Restricted Check-in/out	NA	✅	✅
Route Progress Tracking	✅	✅	✅
Visits Tracking	✅	✅	✅
Mileage Tracking	✅	✅	✅
Time Tracking	✅	✅	✅
Analytics
Map Reports	✅	✅	✅
Route Reports	✅	NA	NA
Route Dashboards	✅	✅*	✅*
Automation
Automated Route Planning	✅	NA	NA
Automated Check-in/out	NA	✅	❌
Route Workflows	✅	NA	NA
Admin Settings
Extension Installation	✅	NA	NA
Integration	✅	NA	NA
User Management	✅	NA	NA
Uninstalling Extension	✅	NA	NA

* - Available in Zoho CRM Analytics mobile app
NA - Not Applicable

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