TapCRM - Mobile CRM App For Sugar CRM & SuiteCRM
Here’s What You Will Get
An intuitive Sugar and SuiteCRM Mobile App for your employees that works perfectly on both Android and iOS platforms.
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24/7 CRM MANAGEMENT ON THE GO
TapCRM is an intuitive CRM Mobile App for sales representatives and administrators who want to manage their CRM remotely!
Mobile Specific Features
Cards & QR Code Scanner
Scan all your business cards directly or with QR badge to add contacts and information in your CRM. Once the information is filled, you can go through it and confirm if it is free of any discrepancies before saving.
Check In, Check Out, Follow Up
You can check-in and check-out for your meetings, calls or tasks with TapCRM for Sugar and SuiteCRM Mobile App. TapCRM also records the location for the same. Using the follow-up feature, you can track and plan your activities.
Find Records on Map
Find your customers and prospects using ‘Nearby Search’ feature. Locate your CRM records when they are nearby to get their map directions. You can even check the weather forecast of your map route and destination while going for a meeting.
Send emails to prospects and clients directly from the TapCRM Sugar and SuiteCRM Mobile App. You can compose new emails and can use existing email templates as well. Along with compose email functionality, schedule those emails on a specific date and time.
Offline Support & Auto Sync
When connected online, you can sync the data from any modules to provide complete offline support. If auto sync option for offline is enabled, records that are created, updated or deleted offline will be synced automatically.
Alerts & Notifications
Get alerts for overdue activities after you login the app along with event details upon selection of the activity. Get notified regarding pending checkouts and easily navigate through them to perform checkout.
Customize Modules and Layouts
- Manage sales for multiple processes from one CRM Application. Page layouts of this Sugar and SuiteCRM Mobile App 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 Mobile App, add custom modules to narrow in on what matters for your industry and display only the modules 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 roles like edit, view, delete etc.
- Use QR code as an alternative for 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
- TapCRM Sugar and SuiteCRM Mobile App comes with a rich user interface. It provides 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.
- Give a complete makeover to your CRM Mobile App using 4 different themes by TapCRM. By doing so, the enterprises can create a unique image of their CRM system.
- Users can now create custom filters directly from the dashboard by selecting the module or from within the module and add them on the dashboard for quick accessibility of most important records. These quick filters can be made public and available for all users across the organization.
Never Miss a Follow-up
- It is important to stay in touch with your customer. Using this Sugar and SuiteCRM Mobile App for customer management, you can reach out to your customers, and be on the top of your pipeline. TapCRM lets you call, SMS, email or locate your prospects on Map right from the App. It'll centralize all communications for you.
- Extend your CRM capability in the application with the list of all related modules. Get a bird’s eye view of related records with the ability to display all the data of related modules and analyse them in a central location. You can also 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 TapCRM Sugar and SuiteCRM Mobile App, you can immediately check in with your visits! Check out once you’re done with your meetings and the location will get recorded in your CRM. This is a fantastic way to create and save all the records of your client visits.
- TapCRM links your check-in/checkouts to your meetings, tasks and calls enabling you to find all the details in the check-in module. In case you miss checking in, not to worry! You can also make manual check-ins later. TapCRM also allows you to edit manual entries until they are approved by the admin. Admin can approve or reject the manual entries by navigating to the Check In Module. If you have notes and comments about the meeting, you can also jot them down. You can even attach multiple documents while checking out.
- TapCRM Sugar and SuiteCRM Mobile App makes it easy for you to create and keep the records of the clients you meet thus keeping your colleagues and co-workers informed about it in real-time.
The best part about the follow-up feature of this Sugar and SuiteCRM Mobile App is, that you get reminders about follow-up emails and you can keep an entire history of customer interactions. No need to go through the conventional and painstaking way of making notes as all the information can be saved on customer profiles.
Using the follow up feature, you can keep a track of future activity dates and plans of action. It can be anything right from a quick sales call or a follow-up email to know about the project status.
Using the planner, you can track all the follow-up events and helps you manage them up across all the applications. You also get the following facilities:
- Notifications when it’s time to follow up
- Follow-up context for each follow-up
- Facility to set reminders for conversations/tasks related to your contacts
- Get reminders in the form of emails at the top of your inbox
Exclusive CRM Functionalities
No need to stop yourself from using Sugar/SuiteCRM based functionalities like importing contacts or converting a lead. TapCRM Sugar & SuiteCRM Mobile App 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.
- Add records from Accounts, Contacts, Targets or Leads module to any of the existing target list.
- 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.
- Get a complete access quotes module to create opportunity, contract related to quote and convert it further as an invoice as well.
- Users can also send invoices and quotes as attachments via email to other users. It is shared in form of pdf attachment.
- TapCRM Sugar and SuiteCRM Mobile App provides you with all the freedom to filter and sort records. You can filter your records, view the offline ones, and also get custom filters to add the records on the dashboard. Thereafter, you can sort records in ascending and descending order depending on the field in the list.
View All Recent Activities
- TapCRM is an intuitive CRM Mobile App that entails every customer touch point at every stage of the customer lifecycle. So, you can close deals efficiently and keep yourself informed about your performance. With an automatically generated list of activities for a day, you can ensure instantaneous follow-ups and updates so that you do not miss any opportunities.
- View records that you added and viewed recently. Avoid navigating to a module time and again. TapCRM Sugar and SuiteCRM Mobile App also lets you set the modules you wish to display in the recent records along with the priority.
- 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 records auto sync, enable notifications and, manage modules for the main & ‘quick create’ menu. You can also change your password, update your profile information, enable touch/face id login. All these preferences will apply instantly to your mobile app.
- From settings page, you can also manage different dashboard settings 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.
- 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 Sugar and SuiteCRM Mobile App supports all the languages supported by Sugar/SuiteCRM. You can also add a language pack to suit your requirements.
- TapCRM now also supports LDAP authentication, increasing its password protection ability.
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.
- Sync all your offline records together based on modules. You can monitor records and their stats with the offline sync monitor.
- 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.
- Make the most out of the inbuilt SMS feature supported by TapCRM and send instant messages to your prospects. User can also select message from available list of SMS templates. You can also keep log of all messages sent through TapCRM. User can also send message via WhatsApp.
Get insights of your business life cycle with sales performance metrics, conversion rates, and outcome charts. Get real-time insights to sell faster and easier by improving your sales with analytics. TapCRM analytical charts and easy access to dashlets like Sales Pipeline, Opportunity pipeline and Top 10 Sales charts make sure you have the information and the insights to make smart and quick decisions based on your sales metrics.
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. You can also reschedule calls based on date, time, and, reason.
Be it document or images, you can get an access to the root memory of your device and upload numerous files from your device to CRM. There is no restriction to file types. It can be a DOC, PDF, Presentation, Spreadsheet, Video file, etc. You can also click pictures from your device’s camera (product placements or technical defects) and sync them with your CRM.
Simply record voice notes about your afterthoughts while driving or walking without having the need to writing down the moments of meeting with the client and other details with the help of our Sugar & SuiteCRM Mobile App. Link these audio files to your records and download them whenever you want to revisit the details.
The Electronic Signature feature enables you to sign any document with ease. For signing any document, you just need to open the attachment section and a signature screen will open up. Thereafter, you can attach the signature to notes and store it a jpg file on your CRM.
TapCRM Sugar and SuiteCRM Mobile App 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
Increase Your Productivity and Sales Through TapCRM Mobile App
The best part about TapCRM Sugar and SuiteCRM Mobile App 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!
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.
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.
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.
TapCRM Sugar and SuiteCRM Mobile 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.
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).
- Device Compatibility :
5.0 Lollipop and above(Oreo), iOS: iOS 10.0 and aboveSuiteCRM Compatibility :
7.4. * to 7.10SugarCRM Compatibility :Community Edition
6.5.* to 6.5.26Professional Edition
6.5. * to 8.0.1Enterprise Edition
6.5. * to 8.0.1
White Label Solution Available
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.
For End Clients
If your business requires you to share your CRM credentials with your clients, customers, and consultants, you must have your own brand name across your data.
For Enterprise Users
If you are an organization with huge manpower, we understand that your internal marketing demands your branding across the CRM. Go White Label.
If you are a Consultant and you require to share access for your CRM data to multiple clients and customers, you can opt for White Label Solution for your mobile CRM app.
- Autofill field setup and Copy address from billing address to shipping.
- Print as PDF or Generate PDF.
Call module :
- Reschedule call
- Close and create new
Quotes module :
- Create opportunity
- Create contract
- Convert to invoice
- Add accounts, contacts, targets and leads to target list
- Enhancements in email module
- Sync all modules, thus providing complete offline support
- Auto sync offline records
- Weather forecast for addresses on map
- Export SMS logs to excel
- View checked in events on home screen for quick updates.
- Get alerts on mobile for overdue activities
- Add multiple attachments to the record on Check-out.
- Enhancement in activity stream
- New Dashlets for Quick Access
- Email Module Support
- SMS via WhatsApp
- Template SMS Selection
- App Lock Setup for TapCRM
- Record Level Activity Stream
- Add Call Device Log Module (Android)
- Search Area/Address through Map View
- Check-in feature enhancement
- Load Default Screen Settings
- Report Bug Setup for Unexpected Errors
- Previous Release Bug Fixes
- QR code scanner for CRM URL
- Option to add Quick Filters on Dashboard
- Quick record creation from main menu
- Custom filters with add to Dashboard
- Option to make custom filter public for all other users
- User wise filter in planner module for admin user
- List,Detail and Edit view UI enhancement
- Previous Release Bug Fixes
- Installation wizard enhancement
- Enhanced search functionality with pagination
- Autofill setup for all related fields (Enhancement)
- Enhanced address field management
- New themes support
- Image field support
- Sorting Functionality
- QuickAction Setup in ListView
- Two Column Setup in ListView For Tab/iPad
- AutoFill Setup for all Related Fields
- Pagination and PullToRefresh in all Dynamic ListView
- New Attachment functionality at Check-out time
- New Module Support “Follow-ups”
- Two column list layout support (Tab/iPad)
- Session management
- Related To fields support (iOS)
- Currency support
- Enhanced Field Validation setup
- Attachment from Google Drive
- Line item support in contract module
- Import contact as a lead
- Product image support for SuiteCRM
- SMS module and in-built composer
- QR code scanner support
- Complex (multi-select) field support
- Minor Bug Fixes
- Timezone setup
- Attachment in activity stream(V7)
- Check in-Check out
- Project Module Support
- Product Line Support (SuiteCRM/SugarV7)
- Employee Module Support
- Revenue Line Item Support(V7)
- Lead Conversion : Added new modules
- TapCRM is Released.
Excellent support team, great product.
Great App perfect for remote work
A great app with a ton of features! I was looking round for an app for awhile I came across TapCRM and its been good had a couple of issues but nothing the team couldn't sort in a timely fashion. The team are amazing they still provide excellent support after install and payment. I couldn't recommend this app highly enough.
AppJetty has come up with the latest version of this app and I love every bit of it. It is the need of the hour for CRM users of today.
Great App and support team
The app works great. We asked for customizations that were promptly developed and delivered to us in short time. I also personally thank the support team for their help everytime we have an issue.
What is good about TapCRM is multi language support. I can interact with my international clientele in their native language. It’s awesome.
TapCRM is what I wanted for my sales team. I can easily schedule and manage meetings on the move. Also, it’s rich in feature dashboard works amazingly!
Works on both Android & iOS
The best part about CRM is that it works on both Android & iOS platforms. So irrespective of the operating systems, my employees can make the most out of it.
Easy to use
Thanks to TapCRM, my sales representatives can get an access to CRM on the go. It's extremely easy to use.
I really like the features and functionalities that the app provides to my employees. Good job by Appjetty.
Is there any monthly plan available?
Does it fit any industry?
Our “TapCRM” App can be used by various industries like Retail, Education, BFSI, Real Estate,Travel etc.
What if I want to install on more than one domain or development server?
On single domain purchase, we allow one live and one development domain. If you would like to use the application on more than two domains with single installation, then you need to purchase it for additional domains.
Do you provide live demo (on Skype)?
Can I transfer the license to another domain after I purchase it?
Yes you can. There will be a nominal fee for the same. You can get in touch with our Support and they will guide you further.
Can Appjetty customize TapCRM to suit my needs?
Of course! This is what we’re good at! Please get in touch with us at firstname.lastname@example.org to discuss your specific needs. We would be delighted to hear you.
Do you provide installation for the plugin?
Yes, we provide free installation service.
From where can I download the application?
TapCRM can be downloaded from app stores, namely Apple App Store, Google Play. Simply search for “TapCRM” or use one of these direct links: https://www.appjetty.com/crm-mobile-apps.htm
What back-end systems does TapCRM connect to?
TapCRM is a mobile client for SugarCRM and SuiteCRM. It provides direct connection to these systems, which means you can set it up in a couple of minutes.
Can I try TapCRM?
You have the opportunity to test the solution for 30 days, free of charge. Simply start your free trial and you’ll get instructions on where to download the application and the configurator into your mailbox.
What is the difference between online and offline mode?
In an online mode, you are working with the real-time data on your server. During this duration, you need to have Internet connection and access to your server available.
In an offline mode, you are working with data that was stored in the local database of your device. So you can work without a connection to server/Internet. You’ll need connection only to synchronize the local database with the server.
Does the App works for custom theme?
By default, we provide 4 different theme options. If you require any other custom theme then we can customize the app for you. Please contact us at email@example.com for any customization requests.
How many domains can I use with single licence purchase?
AppJetty provides 1 primary domain and 1 sandbox domain with a single licence. The sandbox domain will be deactivated at the end of the 30 days trial. In order to get this validity extended, kindly contact AppJetty support.
I entered the correct license key but it still says "License validation failed...". What to do?
Our license key works on the site URL entered in the config.php file (this file is available in the root directory). So, if the URL provided to us and the site URL does not match, then the license key validation fails. You can contact us on live chat or generate a ticket to change the URL if required.
What should I do if my credentials are correct and despite that I get a connection failure message?
1) Make sure that TapCRM related files have proper file permissions. As per the SugarCRM Installation and upgrade guidelines, we advice you to give 755 recursive file permission to custom directory of your CRM instance.
2) To avoid possible issues for TapCRM Connectivity, follow these Troubleshooting steps for PHP Notices, Warnings, and Errors provided by SugarCRM. http://support.sugarcrm.com/Knowledge_Base/Troubleshooting/About_PHP_Notices_Warnings_and_Errors/
Does it support custom modules of CRM?
Yes, it provides support for your CRMs custom modules. But it does not support any view level customization made for your module.
What data is required to login in TapCRM App?
You just need your CRM instance URL, valid CRM username and password to login with TapCRM mobile app.
How does Push notification work?
When you add reminder for calls and meetings, assign record and update any record, it provides you a push notification.
How does Call Logging work?
When you make, receive or get a missed call from your prospects, the application automatically searches for the number in the CRM system. It then provides you with the details as to whether the number is a part of your contacts or leads.
If the number is unknown, it provides you with an option to add it in one of the two categories mentioned above. If related Contact or Lead or both are found, it will provide with an option to link call with one of them.
Note : For call logging feature your device should have hardware support for phone call and sim card
Do you Provide Role based access?
Yes, We do provide field level access.
How does Offline Data storage wroks?
When there is no internet connectivity, you can save your records offline, when you come online you can sync these records with your CRM. TapCRM provides Offline Data Monitor which dispalys module-wise created, updated and deleted records.
How does Near by Search works?
Near by search plots CRM records on map based on the radius you mention either in kilometers or miles. It is available for Accounts, Contacts, Leads and Targets.
What is difference between activity module(like Call, meeting, task) and Follow-up?
Follow-up is an additional activity provided by TapCRM which helps you to create follow-up records to keep a track of future activity dates and plans of action. Based on the date follow-ups are bifuracted into four categories: Over Due, Today, Tommorrow, and Upcoming.
Does check-in work automatically at the time of Check-in?
No, user has to Check-in within the specified date and time range of the event by clicking on the Check-in icon. In case if user misses out checkin then he can manually add a checkin request which the admin can approve later.
Which are supported fields and not supported fields in TapCRM?
TapCRM APP supports almost all the field types of the Sugar and SuiteCRM excluding iframe and Html.