Native CRM Mobile App for SugarCRM
TapCRM is a dedicated CRM mobile app for SugarCRM users. It lets you access your CRM in a secure manner while bringing several app-exclusive features like offline data sync, custom modules & field support, check-in & check-out, mobile access of CRM functionalities like adding leads, updating records or target lists, etc. You can download SugarCRM Android App and SugarCRM iOS app from respective Mobile App Stores, too.
Why Go for TapCRM?
- TapCRM is the best way to have a mobile CRM app for your Sugar CRM system. Just download the plugin as well as the mobile app and connect the two.
- As TapCRM is a native app, we have optimized it for better user experience on iOS and Android. No need to compromise user experience with other hybrid apps.
- You can also determine the modules you want your employees to access along with their layouts.
- Once your CRM is on your mobile, it is possible for you to import all your phone contacts into your CRM.
- Make the most out of the benefits of mobile CRM
- You get to enjoy all the usual benefits of mobile CRM like 24X7 customer engagement, anytime anywhere data update, increased CRM adoption amongst employees, etc.
Check-in, Check Out
of meetings, tasks, calls, and appointments.
Offline Support & Auto Sync
to keep your data up-to-date.
Customizable Mobile Layout
for easy access of important data.
Custom Modules & Fields Support
to make use of necessary data on the go.
for smart time and task management.
for catering to global audiences.
Get Alerts & Notification
regarding all your tasks, call appointments, etc.
Email & SMS Support
to stay connected with your customers.
of sales, service, activities, quick access.
Add Call logs
to CRM records with the necessary details as notes.
Business Card Scanner
to add contact details on the spot from mobile.
Field Force Live Tracking
Manage Your Team in Real-Time
Let our exclusive field force tracking feature help you manage your team in real-time. Get an overview of their on-the-road activities, their daily routes, live location & history of check-ins.
Field Activity Live Tracking
Know exactly where your team is, which meetings they are attending and the amount of time they spend per meeting! Sales managers say goodbye to the mystery of whereabouts of your on-field sales team.
Real-Time Location Update
With our field force tracking feature, the location of your team members gets updated every 10 secs to give you the actual data. Such data helps in understanding the present scenario.
Points To Note
- We provide White Label Solution customized to fit your brand. You can get in touch with us at firstname.lastname@example.org for more details.
- Business Card Scanner is a Third-Party Application (ABBYY) integrated in TapCRM. You must register yourself in ABBYY to use this functionality.
- Call Logging feature is only for Android Devices.
- Supports Employees, Projects, Product Line Items (SuiteCRM/Sugar 7), Revenue Line Items Support (Sugar 7).
- The exclusive feature of live tracking doesn't come with the TapCRM's default package. To opt Live Tracking in TapCRM, get in touch with us using Request Demo button.