TapCRM Latest Upgrade Out Now (Features Update) (1) - PowerPoint PPT Presentation

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TapCRM Latest Upgrade Out Now (Features Update) (1)

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Tap into the latest features in the upgrade version of TapCRM - an exclusive SugarCRM/SuiteCRM mobile app by AppJetty to greatly enhance your productivity – PowerPoint PPT presentation

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Title: TapCRM Latest Upgrade Out Now (Features Update) (1)


1
TapCRM Latest Upgrade Out Now (Features Update)
A CRM software mobile app is always a great asset
for an organization as it gives your team the
flexibility to operate from anywhere and
everywhere. Its a proud moment for us to
announce that our team is leveling up TapCRM -
our exclusive SugarCRM/SuiteCRM mobile app. The
latest features are aimed at enhancing your CRM
mobile app use, convenience, and
efficiency. So, lets walk you through the
latest features we are adding to TapCRM App and
their benefits.
Multiple Dynamic Dashboards
  • The latest TapCRM version supports multiple
    dynamic dashboards including
  • 1) Sales - Including dashlets viz.
  • Sales Pipeline (By Sales Stage) including several
    statuses like Proposal/Price Quote, Perception
    Analysis, Negotiation/Review, etc.
  • Top 10 Opportunities (By Revenue)
  • Leads Overview (By Lead Status) including several
    statuses like New, Assigned, In Process,
    Converted, etc.
  • 2) Services - Including dashlets viz.

2
  • Cases Overview (By Status)
  • Visit Reports
  • 3) Activity - Including dashlets viz.
  • Calls
  • Meetings - Including statuses like Upcoming,
    Ongoing, Completed.
  • Tasks
  • Follow-Ups
  • 4) Quick Filter - Including dashlets viz. Quick
    Filters and Module Count
  • It lets you set a default dashboard you need to
    access most frequently. You can further decide
    the order of dashlets in every dashboard.Moreover,
    you can even decide the order of statuses to
    display for every dashlet. Decluttering your
    dashlet has become easier as you can disable one
    or more dashlet statuses.
  • Benefit - Dynamic dashboards save you the time
    and effort that go in wading through a single
    dashboard to find relevant information. They
    enhance both speed and efficiency of your CRM
    mobile app.

3
You can read about all the possible log-in issues
and their solutions. One of the solutions may
match your issue and help you troubleshoot
it. Benefit This feature has eradicated the
need for you to depend on us for log-in issues
troubleshooting every time. The troubleshooting
process has become speedier, thanks to the
update. Our AppJetty team always works to
empower our current users by adding more
user-friendly functionalities. So, are you ready
to take your business to the next level with the
latest update? Source Link https//www.appjetty
.com/blog/tapcrm-mobile-app-features-update
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