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.

Saved Zoho CRM Filters

Filter records on the map based on the saved filters created in Zoho CRM. 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.

Layout Customization

Choose which fields need to be shown for Zoho CRM module across RouteIQ's list view, record pop-up, and map pin. 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.

Mass Update &
Change Owner

Change the field value of records in bulk based on location context. Learn more.

Change Owner: Assign leads, accounts, service requests, etc. based on their proximity to your field agent. Learn more.

Record Visbility

Hide/see records based on the a record's planned visits to help you better plan your visits.

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.

Clipboard

Gather all the prospects you want to visit from different modules and views to create a route to visit. Learn more.

Create Meeting for Routes and Stops

Create meetings in Zoho CRM for routes and stops created in RouteIQ to view all your activities in one place. 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

(Everything in STANDARD +)

Features

Explanation

Map Visualization

Color Views

Visually see the different aspects of your prospects like lead status, account's industry, and a record's last visit date by color coding them based on different criteria. Learn more.

Adjust Location

Easily change the location info of a record by choosing the correct location coordinates on the map and updating it in Zoho CRM Learn more.

Record Visibility

Hide/see records based on the a record's planned, skipped, and completed visits to help you better plan your visits.

Routing

Route Distribution

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

Check-in, Check-out, and Proof of Delivery

Log your visits by checking in and out at your stop's location. You can also capture Proof of Delivery in the form of documents, images, videos, etc. Learn more. 

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 Mileage Expense (Zoho Expense)

Automatically create mileage expenses for your routes in Zoho Expense. Learn more.

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, invoices, etc.