TapCRM

If your company representatives work remotely, offering them with a mobile CRM offers a great deal of flexibility. TapCRM Android App is the best CRM Mobile App and a proven way to increase productivity, boost sales, and increase company revenue. Using this app, your company employees can stay connected to your CRM 24x7 and modify records on the move.

The modules of SugarCRM or SuiteCRM such as Accounts, Contact, Lead, Note, Meeting, Calls and the like are loaded dynamically in the app based on backend configuration. TapCRM comes with a classy theme and a user friendly UI. Organize your customer data, calls and other relevant data seamlessly through your our intuitive CRM manager!

TapCRM Plugin Link: https://www.appjetty.com/crm-mobile-apps.htm

Core Features

• Dynamic Modules - Integrates all modules dynamically in the app based on back end 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.

• Role Based Access - It is possible to provide role based accessibility to app users.

• Interactive Dashboard- With Quick Create Button of our Mobile CRM app, quickly create records in dynamically selected modules.

• 360 View- View module-wise related records from the detail view of a record.

• Quick actions- Call, SMS or Email your prospects from a record's detail view.

• Locate Prospects - View address of a record in Map view.

• Reports & Charts - View analytical reports with graphical charts.

• Activity Stream - Get real-time updates on changes made to the records, new posts, comments and previews added to the posts. Track the most recent updates across the entire organization.

• Filter Records - Filter your records, view offline records or create your own custom filters.

• Nearby Search - Find your customers or prospects in your proximity using “Nearby Search” feature.

• Attachments – Capture live image, record voice notes, get e-signatures or attach documents.

• Log Calls - Directly log incoming or outgoing calls to CRM. This will automatically create a contact record CRM.

• Global Search - Search across all CRM modules and find what you want.

• Lead Conversion - As leads mature, convert them into Contacts, Accounts or Opportunities.

• Import Contacts - Import phone contacts to CRM and create a new contact in few clicks.

• Mass Action- Mass update or delete records from modules or export records in CSV format.

• Multilingual - TapCRM supports all the languages supported by Sugar or SuiteCRM. You could also add a language pack to suit your requirements.

• Today’s Activities - View all activities for the day from the dashboard.

• Recent Records - View recently created and viewed records.

• Calendar Module - Enables you to save call records, meetings and tasks for a specific date.

• Timeline View -Track your day-to-day activities with our Timeline View.

• Record Duplication - Duplicate a record and avoid creating the same record for the second time.

• 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.

• Push Notifications - Assigning of record, Scheduled notification and others.