Zoho RouteIQ – Plan smart routes for faster success

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Say goodbye to manual route planning for your field service providers and employees visiting customers, and embrace the creation of smart routes with digital support! Zoho RouteIQ is the software that streamlines your route planning and fully digitizes your teams’ workflow. The result? Clear communication between drivers, dispatchers, and, most importantly, customers, along with an efficient workflow!

Does your daily work look like this?

Do your field sales representatives spend more time navigating in their cars than actually selling to customers?
Are your appointments scheduled inefficiently, with long distances between each customer?
Do you lack an overview of how often each customer area has been visited?
Are you losing leads because you’re never able to reach prospects quickly enough?
Are your teams overlapping due to poor coordination of customer visits?

Navigate your way out of this worst-case scenario and choose Zoho RouteIQ, the software for fully digitized and time-saving route planning!

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Get to know Zoho RouteIQ!

Zoho RouteIQ – How it works

Zoho understands the challenges of route planning and developed RouteIQ to address them. The goal is to optimize your routes with a range of features that not only save time and fuel but also provide your employees with a smart, efficient solution that benefits everyone.

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ROUTE PLANNING

With Zoho RouteIQ, you can do more than just plan your routes—you can optimize them. Routes are continuously updated based on distance, traffic conditions, appointment times, and priorities, enabling you to efficiently schedule multiple customer visits per day. The software also suggests alternative routes and supports custom adjustments.
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VISUALIZATION WITH MAPS

Your map in Zoho RouteIQ becomes a powerful tool: The interactive map view displays relevant CRM data for each customer, with color-coded markers based on status, priority, and region. It also includes heatmaps to visualize activity levels.
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FILTERS AND SEGMENTATION

With Zoho RouteIQ, you can plan all routes strategically using powerful filter and segmentation features. Select your target points by region, zip code, or sales territory, and segment your customers based on visit frequency, sales potential, last visit, and more.
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TIME MANAGEMENT

True to the motto “time is money,” Zoho RouteIQ also helps you stay on top of time management. You can integrate appointment times, schedule breaks and meetings, define time windows, and configure time slot-based optimization.
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GEOFENCING

Order is key—with Zoho RouteIQ, you can assign specific territories to individual employees to coordinate all field appointments efficiently and avoid overlaps.
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MOBILE APP

Field staff and employees who are frequently on the road need reliable mobile access to Zoho RouteIQ. That’s why the software is available as an app for mobile devices, allowing users to view optimized routes anytime, anywhere. Routes can also be navigated using GPS apps like Google Maps, and live updates can be sent to dispatch or sales teams.
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REPORTING

For comprehensive reporting, Zoho RouteIQ compiles visit reports and activity data at the push of a button and generates KPI tracking for field operations. The software also continuously analyzes visit patterns and route efficiency.
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    Why you should use Zoho RouteIQ

    Zoho RouteIQ not only eliminates the need for manual planning—which is often time-consuming and prone to errors—but also offers numerous benefits for your company, your sales and marketing teams, and your customers.

    • You boost your efficiency and save time

      Zoho RouteIQ acts as your personal organizer, significantly reducing travel time through smart route planning—allowing you to visit more customers each day. This leads to time savings in preparation and gives you the flexibility to quickly adapt to last-minute appointment changes.

    • You save costs

      Thanks to constantly optimized route planning, Zoho RouteIQ gets your employees from point A to point B not just by the fastest route, but also the shortest. This helps reduce fuel costs and minimizes wear and tear on your fleet.

    • You improve your customer service

      Punctual visits, more frequent interactions, and targeted support—nothing strengthens customer loyalty and boosts satisfaction more than the reliability Zoho RouteIQ delivers.

    • You make data-driven decisions

      With Zoho RouteIQ, you’re no longer operating in the dark: Thanks to clear visualization of customer clusters, you can organize your routes as efficiently as possible and make decisions based on data-driven priorities—rather than relying on gut feeling.

    • Seamlessly integrate your CRM system

      Your CRM system is the cornerstone of your business, housing all essential data on customers, orders, and more. To make the most of this information for route planning, Zoho RouteIQ can be seamlessly integrated into your system—automatically linking customer data, contacts, and appointments without the need for duplicate imports or exports.

    • Zoho RouteIQ grows with your business

      Zoho RouteIQ is, above all, scalable. That’s why it’s ideal for both small teams and large enterprises! It continuously adapts to your evolving business processes.

    • You increase your employees’ productivity

      Zoho RouteIQ provides your employees with a clear daily structure and significantly reduces the planning workload. The result? You boost not only productivity but also team motivation.

    • You act sustainably

      Zoho RouteIQ not only optimizes your route and time planning—it also helps reduce your environmental impact. By using the shortest routes and saving fuel, you automatically lower your CO₂ emissions.

    LEARN MORE

    Zoho Service

    codafish><> is your official partner for Zoho. We support you in the design, integration and use of all Zoho products.

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    Make an appointment

    We will show you how you can use Zoho applications optimally for your company goals and business processes.

    Fast Support

    We support you with training and support for all questions relating to Zoho and take care of continuous further development.

    The Zoho RouteIQ price packages

    Here you can view the different pricing packages and the services they include. Good to know: Zoho offers both annual and monthly billing options. Pro tip: While monthly billing gives you more flexibility, you can save money by choosing the annual plan!

    Standard

    12€ user/month, monthly billing

    Included services

    • Free disk credits: 12,000 per year

    Map visualization

    • Zoho CRM data visualization
    • Map view in the Zoho CRM list view
    • Explore (multi-module visualization)
    • Proximity filter
    • Cluster and heat maps
    • Layout customization

    Route planning

    • Max. 25 stops per route
    • Route optimization
    • Flexible and scheduled routes
    • Estimated arrival and departure time
    • Multi-app navigation
    • Diary (activity journal)

    Basic route reports

    • Planned route report

    Automation

    • Basic route workflows

    Professional

    20€ user/month, monthly billing

    Included services:

    Everything in STANDARD +

    • Map visualization
    • Color views
    • Route planning
    • Max. 50 stops per route
    • Route distribution (500 stops)
    • Search along the route
    • Shipment tracking
    • Restricted check-in and check-out
    • Route tracking
    • Visit tracking
    • Kilometer tracking
    • Time recording
    • Extended route reports
    • Field performance report
    • Odometer tracking report
    • Time recording report
    • Route deviation report
    • Automation
    • Automated mileage billing (Zoho Expense)
    • Automated route planning
    • Automated check-in and check-out
    • Advanced route workflows

    Standard

    9€ user/month, annual billing

    Included services

    • Free disk credits: 12,000 per year

    Map visualization

    • Zoho CRM data visualization
    • Map view in the Zoho CRM list view
    • Explore (multi-module visualization)
    • Proximity filter
    • Cluster and heat maps
    • Layout customization

    Route planning

    • Max. 25 stops per route
    • Route optimization
    • Flexible and scheduled routes
    • Estimated arrival and departure time
    • Multi-app navigation
    • Diary (activity journal)

    Basic route reports

    • Planned route report

    Automation

    • Basic route workflows

    Professional

    15€ user/month, annual billing

    Included services:

    Everything in STANDARD +

    • Map visualization
    • Color views
    • Route planning
    • Max. 50 stops per route
    • Route distribution (500 stops)
    • Search along the route
    • Shipment tracking
    • Restricted check-in and check-out
    • Route tracking
    • Visit tracking
    • Kilometer tracking
    • Time recording
    • Extended route reports
    • Field performance report
    • Odometer tracking report
    • Time recording report
    • Route deviation report
    • Automation
    • Automated mileage billing (Zoho Expense)
    • Automated route planning
    • Automated check-in and check-out
    • Advanced route workflows
    monthly

    Standard

    12€ user/month, monthly billing

    Included services

    • Free disk credits: 12,000 per year

    Map visualization

    • Zoho CRM data visualization
    • Map view in the Zoho CRM list view
    • Explore (multi-module visualization)
    • Proximity filter
    • Cluster and heat maps
    • Layout customization

    Route planning

    • Max. 25 stops per route
    • Route optimization
    • Flexible and scheduled routes
    • Estimated arrival and departure time
    • Multi-app navigation
    • Diary (activity journal)

    Basic route reports

    • Planned route report

    Automation

    • Basic route workflows

    Professional

    20€ user/month, monthly billing

    Included services:

    Everything in STANDARD +

    • Map visualization
    • Color views
    • Route planning
    • Max. 50 stops per route
    • Route distribution (500 stops)
    • Search along the route
    • Shipment tracking
    • Restricted check-in and check-out
    • Route tracking
    • Visit tracking
    • Kilometer tracking
    • Time recording
    • Extended route reports
    • Field performance report
    • Odometer tracking report
    • Time recording report
    • Route deviation report
    • Automation
    • Automated mileage billing (Zoho Expense)
    • Automated route planning
    • Automated check-in and check-out
    • Advanced route workflows
    annually

    Standard

    9€ user/month, annual billing

    Included services

    • Free disk credits: 12,000 per year

    Map visualization

    • Zoho CRM data visualization
    • Map view in the Zoho CRM list view
    • Explore (multi-module visualization)
    • Proximity filter
    • Cluster and heat maps
    • Layout customization

    Route planning

    • Max. 25 stops per route
    • Route optimization
    • Flexible and scheduled routes
    • Estimated arrival and departure time
    • Multi-app navigation
    • Diary (activity journal)

    Basic route reports

    • Planned route report

    Automation

    • Basic route workflows

    Professional

    15€ user/month, annual billing

    Included services:

    Everything in STANDARD +

    • Map visualization
    • Color views
    • Route planning
    • Max. 50 stops per route
    • Route distribution (500 stops)
    • Search along the route
    • Shipment tracking
    • Restricted check-in and check-out
    • Route tracking
    • Visit tracking
    • Kilometer tracking
    • Time recording
    • Extended route reports
    • Field performance report
    • Odometer tracking report
    • Time recording report
    • Route deviation report
    • Automation
    • Automated mileage billing (Zoho Expense)
    • Automated route planning
    • Automated check-in and check-out
    • Advanced route workflows

    In addition to the prices quoted, local taxes (VAT, etc.) will be charged.

    * Employees only have access to the settings in the site editor

    Zoho combinations for even greater efficiency

    Take advantage of the Zoho ecosystem and boost your efficiency even further with Zoho RouteIQ by combining it with other Zoho applications! How about these sparring partner setups?

    route IQ

    ZOHO ROUTEIQ x ZOHO CRM

    By integrating Zoho RouteIQ with Zoho CRM, you gain real-time access to leads, accounts, customer data, and opportunities. Visits are automatically tracked, and you can instantly view customer history whenever questions or follow-ups arise.

    route IQ

    ZOHO ROUTEIQ x ZOHO ANALYTICS

    Zoho RouteIQ includes reporting and analytics features, but for a more comprehensive view, integrating with Zoho Analytics is highly recommended. This gives you deeper insights into route efficiency and enables you to visualize your results through detailed dashboards.

    route IQ

    ZOHO ROUTEIQ x ZOHO CALENDAR AND ZOHO MAIL

    Integrate Zoho Calendar and Zoho Mail into your Zoho RouteIQ setup for a complete overview: You can incorporate appointments directly into your route planning and communicate with your teams and customers right from the route view.

    The perfect complement: Zoho FSM

    Looking to use Zoho RouteIQ as a powerful addition to your field service operations? Here’s even better news: you can integrate it with Zoho’s robust Field Service Management solution—Zoho FSM. This comprehensive software lets you streamline every aspect of your field service, from job management and scheduling to invoicing, technician coordination, and mobile app usage. It’s everything you need to maximize efficiency and get the most out of your field team.
    Zoho RouteIQ and Zoho FSM bring together what truly belongs together: This powerful integration enhances your route planning, time management, field operations, and—most importantly—communication within your team and with your customers.
    Interested? Try the application free of charge or reach out to us for a personal consultation. You can find everything you need to know about Zoho FSM right here: https://zoho.codafish.net/en/apps/fsm

    Zoho FSM

    FAQ

    Can I test Zoho RouteIQ free of charge?

    You can try Zoho RouteIQ free for 15 days. During the trial period, you’ll have full access to all features, along with 1,000 data set credits per user per month for converting addresses into GPS coordinates. After the trial, you can choose between the Standard Package at €9 per user per month and the Professional Edition at €15 per user per month.

    How quickly can Zoho RouteIQ be implemented?

    The time required to implement Zoho RouteIQ depends on the complexity of your needs and setup. If you’re simply looking to explore the application and its features through the free trial, you can activate it within minutes and carry out your first route optimization right away.

    If you opt for the Standard or Professional Package and configure your system, implementation can take several hours. This is due to the fine-tuning of area assignments, routing configurations and prioritization. You also need to plan for the import of address lists from CSV or Zoho CRM and the testing of optimized routes so that you can make optimum use of the tool.
    For more complex setups—such as configuring automations and workflows, integrating with Zoho FSM or other field service tools, and connecting to Google Maps or third-party APIs—you should plan for several days to ensure everything is properly implemented.

    However, with a bit of preparation, you can accelerate the implementation of Zoho RouteIQ. If you’re already using Zoho CRM, integration provides immediate access to customer data. You can also streamline setup by uploading CSV files with complete customer addresses in advance. Additionally, it’s a good idea to start by testing the tool with a small data set before importing larger volumes.

    Is Zoho RouteIQ integrated with Zoho CRM?

    Zoho RouteIQ isn’t directly built into Zoho CRM, but it can be quickly and easily installed and connected via the extension available in the Zoho CRM Marketplace. No external API configuration is required to integrate the two applications.

    DATA ACCESS

    Once the extension is installed, Zoho RouteIQ can automatically access data from Zoho CRM. Leads, contacts, accounts, and even custom modules can be retrieved—eliminating the need to manually enter addresses in Zoho RouteIQ.

    ROUTE OPTIMIZATION

    For route optimization, Zoho RouteIQ can be accessed directly from the Zoho CRM interface. Customer data can be filtered by region, postal code, and sales territory—automatically generating an optimized route based on your selected criteria.

    LIVE MAP

    Thanks to the integration of both applications, data from Zoho CRM is displayed on a live map in Zoho RouteIQ. This includes up-to-date daily appointments, and the most efficient route is automatically generated.

    WORKFLOWS

    Zoho CRM and Zoho RouteIQ streamline your workflow through cross-application automation. For example, when a new lead is added in Zoho CRM, you can automatically assign a route for the following day. You can also set routes to update automatically whenever a customer’s location changes.

    Who can benefit from Zoho RouteIQ?

    Many business models and industries can benefit from Zoho RouteIQ when it comes to route planning, field service, and logistics.

    Sales and field service

    Thanks to automatic planning of the best routes for customer appointments, Zoho RouteIQ offers significant time savings for companies with field service teams. How? By continuously optimizing routes to avoid traffic jams and help reach more customers each day.

    Delivery and logistics companies

    Delivery and logistics companies are constantly on the move, transporting goods from point A to point B. Zoho RouteIQ can create optimized delivery routes to ensure faster deliveries while reducing fuel costs through more efficient route planning. At the same time, it provides real-time updates to drivers and dispatchers, keeping everyone fully informed at all times.

    Healthcare
    Mobile doctors and nursing staff benefit from Zoho RouteIQ through optimized route planning for home visits. In the event of emergencies, routes are automatically adjusted in real time to ensure timely care.

    Maintenance & service teams

    Electricians, plumbers, IT service providers, and security companies all have one thing in common: they need to reach their destinations quickly for urgent service calls. That’s exactly why they benefit from Zoho RouteIQ’s efficient route planning. Another key advantage is the ability to assign technicians to specific jobs based on their location and availability.