Best CRM Mobile App
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
right from your mobile!
Here’s What You Will Get
An intuitive CRM mobile app for your employees that works perfectly on
both Android and iOS platforms.
24/7 CRM MANAGEMENT ON THE GO
TapCRM is an intuitive CRM mobile app for sales representatives and
administrators wanting to manage their CRM remotely!
Download the TapCRM app on your Android device to know how it
iOS App (iPhone and iPad)
Experience TapCRM by downloading TapCRM iOS App on your Apple
Customize Modules and Layouts
● Manage sales for multiple processes from one CRM Application.
Page layouts help your sales representatives to view and access
personalized data, and to function independently. With modules
and fields selection, you get everything you need to design your
● For a personalized CRM application, add custom modules to narrow
in on what matters for your industry and display only those
modules which you wish to.
● Provide role based accessibility to app users. Load modules in the
app according to the role assigned to the user. You can also provide
operational access as per assigned role like edit, view, delete etc.
Elegant and Smooth User Interface
● TapCRM comes with a rich user interface. It leverages to provide a
customizable menu where you can add your own menu items to
access your business specific modules or replace existing ones.
● The high-end Dashboard provides shortcuts relevant to the
business process, with a quick overview that decision makers need,
to observe the health and opportunities of the business. It allows
you to bring the core part of the application at one place which
helps to make better business decisions on the go.
● Never miss out on a business opportunity! With TapCRM Calendar,
you can schedule, manage and track your meetings and tasks.
Easily schedule and track your day-to-day tasks with the our
intuitive Timeline View.
Never Miss a Follow-up
● It is always important to stay in touch with your customer. Using
customer management app, you can reach out to your customers,
and be on the top of your pipeline. TapCRM lets you call, SMS,
email or even locate your prospects on Map right from the App. It'll
be the one place for all of your communications.
● Extend your CRM capability in the application with the list of all
related modules. Get a bird’s eye view of related records with the
ability to display all the data of related modules and analyze them
in a central location.
● Filter Records:
○ Filter your own records
○ View offline records
○ Custom filters
Exclusive CRM Functionalities
● No need to stop yourself from using Sugar/SuiteCRM based
functionalities like importing contacts or converting a lead. TapCRM
now includes these exclusive Sugar/SuiteCRM features also.
● Import phone contacts to Sugar or SuiteCRM and create a new
contact in just a few clicks. As leads mature, convert them into
Contacts, Accounts or Opportunities.
● Mass update or delete records from modules or export records in
CSV format. View reports in the App or download them in PDF
format in a single click.
● Activity stream gives real-time updates on changes made to the
records, new posts, comments and previews added to the posts. It
is the perfect method to track the most recent updates across the
View All Recent Activities
● TapCRM is a fully dynamic mobile CRM app that includes every
customer touch point at every stage of the customer lifecycle, so
you can efficiently close deals and takes a look at your whole
performance. With an automatically generated list of activities for a
day, you can ensure instantaneous follow-ups and updates so there
are no opportunities that you miss out.
● View records that you recently added or the records you viewed
recently. This will let you avoid navigating to a module time and
again. TapCRM also lets you set the modules you wish to display in
the recent records along with the priority.
Set-up your Preferences
● The app settings allow you to set the pagination limit, enable
offline data sync and manage modules for the main & quick create
menu. You can also change your password, update your profile
information and all these preferences will apply instantly to your
● Expand your reach with the Multi Language support. It provides the
capability to allow users to interact with you in more than one
language. TapCRM supports all the languages supported by Sugar
or SuiteCRM. You could also add a language pack to suit your
● TapCRM now also supports LDAP authentication, increasing its
password protection ability.
App Exclusive Functionalities
● The good news is, the app works offline too. You can stay
connected with on-site sales team from remote locations even if
you are not connected online. Go offline, reconnect as and when
you feel and sync all your offline data across CRM. Offline support
allows you to fetch data by creating drafts in the Sugar/SuiteCRM
modules. Once you're reconnected, you can review and sync your
data with the help TapCRM’s offline sync monitor. Sync all your
offline records in one go or sync them module wise. Also get the
stats of records being synced.
● Now avoid the tedious task of navigating to each module to find a
record; obtain the record you wish to find, from the dashboard
itself. With the Global Search functionality search across all CRM
modules and find what you want.
How it Works?
TapCRM - Mobile CRM App
Sugar CRM & SuiteCRM
● Get instant support with our Live Chat.
● Visit o
ur product page at:
https://www.appjetty.com/crm-mobile-apps.htm and click on the
Live Chat button for instant support.
● Send an email to [email protected] or you can login to your
account @ www.appjetty.com
If you would like to customize or discuss about additional feature for
TapCRM , please write to [email protected]