by AppJetty

Best CRM Mobile App
Enable your teams to access the CRM data on the go through SugarCRM mobile app. Our Sugar CRM sales mobile app is created exclusively for SugarCRM and offers real time data availability to the users. It enables you to conduct systematized operations right from your mobile.

Free 30 day trial
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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 certain app exclusive features. 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.

Feature Highlights

Calender & Map

TapCRM lets you schedule the appointments, offers the ‘Nearby’ feature to search customers, and locate them using the Map with Weather Forecast.

App Exclusive Features

Auto Sync records & work offline, bookmark a contact to the dashboard for quick access, add different kind of attachments, scan QR codes or business cards and more.

Manage Activities

Get follow-up reminders, alerts for overdue activities, check-in & check-out for meetings, and make calls, SMS, or email the customers from the App.

Personalized Dashboard

As per individual user’s role in the organization, the user can add filters for quick access to important modules of the mobile CRM app.

Activity Log

From the dashboard, the user can also view history of meetings, calls, and emails easily. Users get to view the history of the last 7 days or 30 days based on their selection.

Highly Customizable

Make a personalized mobile app by adding custom modules and customize page layouts based on requirements.

Upcoming Enhancements

  • Live Tracking

How it works?

Download

Download TapCRM Android app from Play store and IOS app from app store.

Installation

Install the TapCRM package at CRM side for SugarCRM / SuiteCRM instance

Integration

Now configure your CRM instance into TapCRM and login with the credentials for your CRM

Start Your Trial

Explore the features during the 30 days Free Trial, before regular plan starts.

Points To Note

  • 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).

View Pricing
* Free 30 day trial

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