Give 24/7 on-the-go access of CRM data to your teams using TapCRM iOS App. AppJetty’s TapCRM - Sugar/SuiteCRM Mobile App enables your company representatives to manage records, create accounts, contacts and leads from their mobiles. Now, with our new feature of Live Tracking, the sales managers can have a bird’s-eye view of the whereabouts and the activities of their team members who are working on the field.
Why Choose TapCRM?
• Customize Modules and Layouts
• Exclusive Live Tracking Feature
• Set up Personalized Preferences
• Smooth User Interface
• Tailored for Sales Reps
• CRM Exclusive Functionalities
• Works Offline
• Dynamic Modules - Integrates all CRM modules dynamically in the app based on backend configuration. Layout i.e. the fields to be included for Edit, Detail and List view of the modules can be configured from the back end. Based on this selection, respective modules will be loaded when the user logs in.
• Live Activity & Location Tracking – The latest technology in the market now lets you track the whereabouts and the activities carried out by your team members on the field. TapCRM now have one of the most awaited features of Live Tracking that updates the live location every 10 secs of your team members.
• Interactive Dashboard - Utilities on Dashboard helps to quickly access important shortcuts that would matter the most with our Mobile CRM App. View different dashlets like overdue activities, sales pipeline, opportunity pipeline, history, open cases, today’s activities and more under “Utilities” tab. Additionally, you can easily access Leads, Opportunities, and Cases data from their respective tabs in the dashboard.
• Quick Filters - Users can now create custom filters and add them on dashboard for quick accessibility of most important records.
• Check-in to Events – Check-in/Check-out to meetings, tasks, calls and record your activity. Add comments, multiple attachments, or take notes while checking out of the events. Edit entries and admin can approve or delete manual entries as well. Also view checked in events on home screen for easy redirection.
• Alerts for Overdue Activities - Get alerts for overdue Tasks, Calls, Meetings, and Follow-Ups for easy management.
• Nearby Search - Find your customers or prospects in your proximity using “Nearby Search” feature. Get weather updates of the map route and destinations.
• Activity Stream - Get real-time updates on changes made to the records, new posts, comments and previews added to the posts.
• Attachments - Capture live image, record voice notes, get e-signatures or attach documents.
• Follow-ups - Follow-up on your prospects by creating follow-up records and setting reminders.
• Lead Conversion - As leads mature, convert them into Contacts, Accounts, Opportunities, Calls, Meetings, Tasks or Notes.
• Messaging - Compose and send messages using inbuilt SMS feature of TapCRM or via WhatsApp. You can also select any of the existing SMS template for easy communications.
• Email Support – Compose email from the app directly and share quotes and invoices to your customers via email from TapCRM.
• Add to Target Lists - Select single or multiple records from Account, Contact, Target, and Lead modules to add them to the existing target lists.
• Offline Support - Sync all modules in advance to access data while offline with the mobile application.
• Offline Sync Monitor - Sync all your offline records together or sync them based on modules, monitor records being synced along with their stats from the offline sync monitor. You can sync all the offline updated records with auto sync option.
- Overdue Activities Dashlet.
- Leads Dashlet.
- Opportunity Metrics Dashlet.
- Cases Summary Dashlet.
- Role-based Dashboard.
- Enhancement in SMS Module.
- Enhancement in Work Report and Mass Assign Tags.
- Upcoming check-ins on a map.
- UI Enhancement
- Sort Icon
- Related Tab
Ratings and Reviews
- Biztech It Consultancy Private Limited
- 90.3 MB
Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.
- Age Rating
- Rated 4+
- © 2017 All rights reserved.
With Family Sharing set up, up to six family members can use this app.