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TapCRM, a Sugar CRM & SuiteCRM sales mobile app created for sales representatives and administrators wanting to manage their CRM remotely. Empower you're teams with on the go access of the CRM data. To Know More About App : https://www.appjetty.com/crm-mobile-apps.htm
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BestCRMMobileApp Empower your teams with on the go access of the CRM data using TapCRM. It is a CRM manager created for Sugar CRM / SuiteCRM which offers real time data availability. Now you can ensure efficient operations rightfromyourmobile! 1https://www.appjetty.com/
Here’sWhatYouWillGet An intuitive CRM mobile app for your employees that works perfectly on bothAndroidandiOSplatforms. 24/7CRMMANAGEMENTONTHEGO TapCRM is an intuitive CRM mobile app for sales representatives and administratorswantingtomanagetheirCRMremotely! 2https://www.appjetty.com/
AndroidApp Download the TapCRM app on your Android device to know how it works! https://play.google.com/store/apps/details?id=com.biztech.tapcrm&hl= en iOSApp(iPhoneandiPad) Experience TapCRM by downloading TapCRM iOS App on your Apple Devices. https://itunes.apple.com/us/app/tapcrm/id1280832746?mt=8 3https://www.appjetty.com/
KeyFeatures CustomizeModulesandLayouts ● ManagesalesformultipleprocessesfromoneCRMApplication. Pagelayoutshelpyoursalesrepresentativestoviewandaccess personalizeddata,andtofunctionindependently.Withmodules andfieldsselection,yougeteverythingyouneedtodesignyour ownlayouts. ● ForapersonalizedCRMapplication,addcustommodulestonarrow inonwhatmattersforyourindustryanddisplayonlythose moduleswhichyouwishto. ● Providerolebasedaccessibilitytoappusers.Loadmodulesinthe appaccordingtotheroleassignedtotheuser.Youcanalsoprovide operationalaccessasperassignedrolelikeedit,view,deleteetc. 4https://www.appjetty.com/
ElegantandSmoothUserInterface ● TapCRMcomeswitharichuserinterface.Itleveragestoprovidea customizablemenuwhereyoucanaddyourownmenuitemsto accessyourbusinessspecificmodulesorreplaceexistingones. ● Thehigh-endDashboardprovidesshortcutsrelevanttothe businessprocess,withaquickoverviewthatdecisionmakersneed, toobservethehealthandopportunitiesofthebusiness.Itallows youtobringthecorepartoftheapplicationatoneplacewhich helpstomakebetterbusinessdecisionsonthego. ● Nevermissoutonabusinessopportunity!WithTapCRMCalendar, youcanschedule,manageandtrackyourmeetingsandtasks. Easilyscheduleandtrackyourday-to-daytaskswiththeour intuitiveTimelineView. 5https://www.appjetty.com/
NeverMissaFollow-up ● Itisalwaysimportanttostayintouchwithyourcustomer.Using customermanagementapp,youcanreachouttoyourcustomers, andbeonthetopofyourpipeline.TapCRMletsyoucall,SMS, emailorevenlocateyourprospectsonMaprightfromtheApp.It'll betheoneplaceforallofyourcommunications. ● ExtendyourCRMcapabilityintheapplicationwiththelistofall relatedmodules.Getabird’seyeviewofrelatedrecordswiththe abilitytodisplayallthedataofrelatedmodulesandanalyzethem inacentrallocation. ● FilterRecords: ○ Filteryourownrecords ○ Viewofflinerecords ○ Customfilters 6https://www.appjetty.com/
ExclusiveCRMFunctionalities ● NoneedtostopyourselffromusingSugar/SuiteCRMbased functionalitieslikeimportingcontactsorconvertingalead.TapCRM nowincludestheseexclusiveSugar/SuiteCRMfeaturesalso. ● ImportphonecontactstoSugarorSuiteCRMandcreateanew contactinjustafewclicks.Asleadsmature,converttheminto Contacts,AccountsorOpportunities. ● Massupdateordeleterecordsfrommodulesorexportrecordsin CSVformat.ViewreportsintheAppordownloadtheminPDF formatinasingleclick. ● Activitystreamgivesreal-timeupdatesonchangesmadetothe records,newposts,commentsandpreviewsaddedtotheposts.It istheperfectmethodtotrackthemostrecentupdatesacrossthe entireorganization. 7https://www.appjetty.com/
ViewAllRecentActivities ● TapCRMisafullydynamicmobileCRMappthatincludesevery customertouchpointateverystageofthecustomerlifecycle,so youcanefficientlyclosedealsandtakesalookatyourwhole performance.Withanautomaticallygeneratedlistofactivitiesfora day,youcanensureinstantaneousfollow-upsandupdatessothere arenoopportunitiesthatyoumissout. ● Viewrecordsthatyourecentlyaddedortherecordsyouviewed recently.Thiswillletyouavoidnavigatingtoamoduletimeand again.TapCRMalsoletsyousetthemodulesyouwishtodisplayin therecentrecordsalongwiththepriority. 8https://www.appjetty.com/
Set-upyourPreferences ● Theappsettingsallowyoutosetthepaginationlimit,enable offlinedatasyncandmanagemodulesforthemain&quickcreate menu.Youcanalsochangeyourpassword,updateyourprofile informationandallthesepreferenceswillapplyinstantlytoyour mobileapp. ● ExpandyourreachwiththeMultiLanguagesupport.Itprovidesthe capabilitytoallowuserstointeractwithyouinmorethanone language.TapCRMsupportsallthelanguagessupportedbySugar orSuiteCRM.Youcouldalsoaddalanguagepacktosuityour requirements. ● TapCRMnowalsosupportsLDAPauthentication,increasingits passwordprotectionability. 9https://www.appjetty.com/
AppExclusiveFunctionalities ● Thegoodnewsis,theappworksofflinetoo.Youcanstay connectedwithon-sitesalesteamfromremotelocationsevenif youarenotconnectedonline.Gooffline,reconnectasandwhen youfeelandsyncallyourofflinedataacrossCRM.Offlinesupport allowsyoutofetchdatabycreatingdraftsintheSugar/SuiteCRM modules.Onceyou'rereconnected,youcanreviewandsyncyour datawiththehelpTapCRM’sofflinesyncmonitor.Syncallyour offlinerecordsinonegoorsyncthemmodulewise.Alsogetthe statsofrecordsbeingsynced. ● Nowavoidthetedioustaskofnavigatingtoeachmoduletofinda record;obtaintherecordyouwishtofind,fromthedashboard itself.WiththeGlobalSearchfunctionalitysearchacrossallCRM modulesandfindwhatyouwant. 10https://www.appjetty.com/
HowitWorks? 11https://www.appjetty.com/
TapCRM-MobileCRMApp For SugarCRM&SuiteCRM ContactUs ● GetinstantsupportwithourLiveChat. ● Visitourproductpageat: https://www.appjetty.com/crm-mobile-apps.htmandclickonthe LiveChatbuttonforinstantsupport. ● Sendanemailtosupport@appjetty.comoryoucanlogintoyour account@www.appjetty.com Customization: Ifyouwouldliketocustomizeordiscussaboutadditionalfeaturefor TapCRM,pleasewritetosales@appjetty.com 12https://www.appjetty.com/