CRM Sales Mobile App

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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!
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Heres 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!
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Android App Download the TapCRM app on your
Android device to know how it
works! https//play.google.com/store/apps/details
?idcom.biztech.tapcrmhl en iOS App (iPhone
and iPad) Experience TapCRM by downloading
TapCRM iOS App on your Apple
Devices. https//itunes.apple.com/us/app/tapcrm/i
d1280832746?mt8
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• Key Features
• 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 own layouts.
• 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.

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• 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.

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• 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
  birds 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

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• 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 entire organization.

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• 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.

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• 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 mobile app.
• 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 requirements.
• TapCRM now also supports LDAP authentication,
  increasing its password protection ability.

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• 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 TapCRMs 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.

https//www.appjetty.com/
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How it Works?
https//www.appjetty.com/
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• TapCRM - Mobile CRM App
• For
• Sugar CRM SuiteCRM
• Contact Us
• Get instant support with our Live Chat.
• Visit our 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 support_at_appjetty.com or you can
  login to your account _at_ www.appjetty.com
• Customization
• If you would like to customize or discuss about
  additional feature for
• TapCRM , please write to sales_at_appjetty.com

https//www.appjetty.com/