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.

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Intuitive SugarCRM Mobile App

Enable your teams to access the CRM data on the go through TapCRM. Our SugarCRM 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.

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Get Fully Native Android and iOS Mobile App for your SugarCRM

Gone are the days when Mobile CRM was a trend. These days, Mobile CRM is a reality that customer-centric businesses need to embrace in order to become successful. In today’s mobile dominating world; as everyone has moved to mobiles, it doesn’t make sense keeping your customer interactions and CRM confined to laptops and desktops.

AppJetty’s motive is to make Mobile CRM a better experience for SugarCRM users. We have come up with reasonably priced, user friendly SugarCRM plugin named TapCRM. TapCRM is a combination of Android/iOS mobile app and SugarCRM plugin.

By employing TapCRM, you can finally have an intuitive Mobile CRM. Just install our SugarCRM mobile App in your Sugar CRM system, connect it with your CRM mobile application and make changes based on your requirements. This CRM Mobile App will indeed be a valuable addition to your business!

Why Go for TapCRM?

  • TapCRM provides you with an efficient way to have a mobile CRM app for your Sugar CRM system.
  • Just download the plugin and mobile app and connect the two.
  • Being a native app, TapCRM has been optimized for enhanced user experience on Android and iOS. So, no more compromising on UX with other hybrid apps!
  • Decide which modules you want your employees to access along with their layouts.
  • As soon as the CRM is on your mobile, you can import all the contacts of your phone into CRM
  • Utilize the benefits of Mobile CRM to the fullest
  • Make the most out of the advantages of mobile CRM including anytime anywhere data update, 24X7 customer engagement, enhanced CRM adoption amongst employees and more.

Access Your CRM Data On-the-Move!

TapCRM from AppJetty is a feature-rich and customizable mobile application for SugarCRM. Available for both iOS and Android platforms, this app allows role based accessibility to users and also allows admin to integrate all or selected CRM modules dynamically with the app. The app is equipped with an interactive dashboard and provides analytical reports and graphical charts for all available CRM data.

Key Product Features

Customize Modules and Layouts

You can conduct sales management as well as other processes through a single CRM application. The page layouts of our SugarCRM Sales Mobile App helps your sales representatives to access and view personalized function and data at ease. TapCRM - SugarCRM Mobile App has modules section and fields enabling you to create your own layouts.

Provide role-based accessibility to your app users. Load the modules in your app according to the roles assigned to the user. You can also provide operational access depending on roles like delete, edit, view etc.

Use QR code as an alternative to having to type out your CRM Instance URL. This will not only reduce your efforts to login to the app but will also reduce the possibility of entering incorrect URLs or from facing connection issues.


Elegant and Smooth User Interface

Our SugarCRM Mobile App comes with a rich user interface and a customizable menu. Feel free to add your own menu items whenever you need the access to modules that are specific to your business and replace the current ones.

TapCRM has a high-end dashboard with shortcuts that are suitable to your business processes. You can also have a bird’s eye view of the dashboard and keep a track of all the opportunities that are a part of your business. The core part of the application helps you to take business decisions on the move.

Don’t let go of a single business opportunity. Use TapCRM calendar to schedule tasks and manage your meetings and tasks. It is also possible to track and schedule the daily tasks with the help of TapCRM’s intuitive timeline view.

Choose from TapCRM’s 4 different themes and give a makeover to your Mobile CRM. By choosing a particular theme, you can give a unique brand image to your CRM system!

Users can now create custom filters directly from the dashboard by selecting the module or from within the module and then add them on the dashboard for quick accessibility of important records. These quick filters can be made public making it available for all users across the organization.


Never miss a follow-up

It is important to keep connected to your customers. Using TapCRM, you can get in touch with them and keep on the top of your pipeline. It also enables you to email, SMS, call and locate prospects on the map. In a nutshell, it can be an exclusive resource for all the communications.

You can enhance the potential of your CRM by making the most out of list related modules. Have a sneak peek into the related records along with the facility to display the data of related modules and analyze them from a single location. View activity stream at record level in record detail view in a particular module.

TapCRM Planner enables you to schedule, track and manage your activities. This way, you can have the knowhow of all schedules beforehand. It also provides you with an intuitive timeline so that you can have a bird’s eye view of all the activities.


Check-in / Check-Outs

With the help of TapCRM SugarCRM Mobile App, you can instantly check in with your visits and check out once the meetings are over. All these locations get saved in your CRM; enabling you to create and save records of your customer visits.

TapCRM keeps a record of your check-ins/check-outs to your meetings, calls and tasks. You can find out all the details about it through the check-ins module. In case you miss checking in, it is possible to check-in manually at a later stage. TapCRM also allows you to edit those manual entries until they are approved by the admin. Admin can approve or reject the manual entries by navigating to the Check In Module. Feel free to add comments and notes about the moments of meeting whenever you check out.

TapCRM Mobile App helps you to create and keep records of the clients so that you can keep your co-workers and colleagues informed about all the records in real-time.


Follow-ups

Follow-up is one of the best features of TapCRM App as it provides you with timely reminders about follow-up emails. You can also keep the history of customer interactions and don’t need to go through an exhaustive task of making notes as it is possible to save all the information on customer profiles.

This feature also helps you to keep a track of future activities, dates and other plans of action. You can know about everything right from the sales call you need to make or a follow-up email you need to send from the start.

You can also view the follow ups in the planner and track the follow-up events. You can:

  • Get notified whenever there is a need to follow up
  • Get details about follow-up context for each follow up
  • Set reminders for conversations and tasks related to your contacts
  • Get instant reminders in the form of emails at the top of your inbox

Exclusive CRM Functionalities

No more hurdles in using the SugarCRM based functionalities like importing contacts or converting leads. TapCRM has these SugarCRM features.

  • It is possible to import your phone contacts to your SugarCRM in few clicks. As soon as the leads mature, convert them into contacts, opportunities and accounts.
  • Delete or update bulk records from modules and export records in the CSV format. You can also view reports in the app and download them in PDF format through a single click.
  • The activity stream enables you to get real-time updates on changes made to new records, posts, previews and comments. You can also keep a track of latest updates across the organization.
  • Users can also send invoices and quotes as attachments via email to other users. It is shared in form of pdf attachment.

Filter or Sort Records:

  • Filter your own records
  • View offline records
  • Custom filters with option to add them on dashboard
  • Sort based on the fields displayed in the list
  • Set sort order to ascending or descending

View All Recent Activities

Being a dynamic CRM app, TapCRM can take care of the tiniest details at every stage of customer lifecycle. Thereafter, you can look into your performance and close deals swiftly.

You can also get an automated list of activities and conduct timely follow-ups. As a result, you will not miss out on any opportunity.

Go through the viewed or recently added records. No need to navigate to the module every time you want to view the records. TapCRM also lets you set the modules you prefer to display in recent records.

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


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, enable touch/face id login and all these preferences will apply instantly to your mobile app.

From settings page, you can manage different dashboard settings as well like rearrangement setting for dashboard section and setting up the launch screen. Also dashlets that are visible within utility section of dashboard can be enabled, disabled as well as reordered based on user preference.

Establish your reach amongst the global audiences through multi-language support. It helps you to interact with your customers in multiple languages. TapCRM Mobile App is compatible with all the languages supported by SugarCRM. You can also add a language pack suitable for your needs.

TapCRM also supports LDAP authentication, which boosts its password protection ability.


App Exclusive Functionalities

TapCRM also works really well offline. It is possible to keep in touch with your on-site sales team from remote locations even when you are offline. As soon as you get online, you can sync your offline data across CRM. Offline support enables you to fetch data by creating drafts in SugarCRM module.

Once you get connected, you can review and sync data with TapCRM’s offline sync monitor. It is also possible to sync your offline records module wise or at once. Get the statistics of the records that are synced.

Let go of the complex task of navigating to each module everytime you need to find a record. Find the needed record from the dashboard itself. It comes with a global search functionality that enables you to search records across all the modules of your CRM and find the one you want.

Make the most out of the inbuilt SMS feature supported by TapCRM and send instant messages to your prospects. User can select message from available list of SMS templates. You can keep log of all messages sent through TapCRM and user can send message via WhatsApp.

You can also compose and send email from the TapCRM itself. Along with composing mails, user can also schedule mails.


Analytical Charts

Get all insights about your business life cycle through sales performance metrics, conversion rates and outcome charts. Obtain real time insights that help you to sell easily and swiftly by improving sales with analytics. Using the analytical charts of TapCRM, and easy access to dashlets like sales pipeline, opportunity pipeline and top 10 sales chart, you can ensure that you have all the information and insights that help you in taking smart decisions based on your sales metrics.


Nearby Search

Through ‘nearby search’ feature, you can find the customers and prospects in your vicinity. As these customer records are a part of your CRM, you will get to see them in the map whenever they are in your proximity. You just need to tap on the icon that helps you schedule the meeting and get driving instructions. You can also directly search for the location from the map.


Log Calls

Directly log calls from contacts added in the CRM. Once a call from any contact is completed, log that call to the any module in CRM. This will automatically generate a new record in that module. Modules can be Accounts, Contacts, Targets and Leads.


Attach Files

Find access to everything including images, files and documents from the root memory of your mobile. Then, you will be able to upload numerous files from your device to the CRM. There is no restriction to the file type as it accepts video file, spreadsheet, doc, PDF, presentation etc. You can click pictures of technical defects or product placements from your camera and sync them with your CRM.


Scan QR Code / Business Cards

With the help of Business Card Scanner, you can input your business card information into your CRM. All you need to do is scan the business card or QR badge. Once that is done, the information gets filled into their respective fields. You can go through this process and ensure that it doesn’t have any discrepancies.


Voice Notes

Voice notes save you from going through the ordeal of writing all the moments of meetings. Just record the voice notes about your afterthoughts, link files to the records, download and listen to them whenever you want to get back to the details.


Electronic Signature

The electronic signature feature helps you to capture electronic signature and upload it as an attachment to notes or documents module in CRM. You just have open the attachment section and find the signature screen. Thereafter, you just have to attach the signature to notes and save it as a JPG file on your CRM.


App Lock

TapCRM users are provided the app lock security option to access the application via fingerprint scan, pattern lock/passcode or face Id. Fingerprint/Pattern or Face Id scanning can be enabled from the settings section of TapCRM.


White Label Solution

You can choose to opt for White Label Solution to use TapCRM. Have your own brand logo and brand name visible to your CRM users. There are various use cases and numerous applications where your business need to appear first.


Industry Use-cases

Increase Your Productivity and Sales

The best part about TAPCRM is that it gives you an access to your CRM from your mobile. Salespeople and other professionals can update and synchronize information on the move, share real-time data, follow up with leads and do much more!

Sales team:

The app will make the sales cycle shorter and enable sales professionals to nurture leads. It will also help create opportunities, apply workflows, customize sales processes and streamline order management.

Marketing team:

Using TapCRM, your marketing team will be able to target customers in ways not possible in desktop CRM systems. They can make their campaigns more customer centric.

Customer Service:

Your customer service team will be able to resolve customer issues quicker due to easier accessibility. It will boost customer satisfaction and reduce costs spent on support.

IT Department:

TapCRM App will help your IT department through increased user adoption and providing 24X7 access to the CRM. This will ensure up-to-date and more accurate data.

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