TapCRM - Mobile CRM App For SuiteCRM
Mobile Specific Features
Check In, Check Out, Follow Up
Using TapCRM, your team would be able to check-in and check-out of the meetings, calls, tasks, etc. giving you a real-time team overview. Moreover, they can also edit notes, attach necessary files, and voice notes related to the meetings.
Find Records on Map
Make the best of the time on the field by using ‘Nearby Search’ which enables the user to locate the customers and CRM records in their proximity. This feature also provides the user with an overview of the travel time and weather forecast.
Offline Support & Auto Sync
Working in a remote area with limited access to the internet? Worry not! Our SuiteCRM Mobile app will let you make all the changes in offline mode and then sync the data updates as soon as you go online or your device gets connected to the internet.
Directly log calls from contacts added in the CRM and you can add that call to any module in the CRM like Accounts, Contacts, Leads, and Targets. To avail this feature, the user has to download the app from the third-party platform.
Alerts & Notifications
Don’t leave any task pending in your CRM. Get alerts for overdue activities as soon as you log in to our TapCRM and stay on top of everything. Also, get notified regarding impending check-outs and more.
Now send in all the reports, documents, invoices, etc. in the email to your prospects and clients right from your mobile phone. Moreover, the user can utilize email templates and schedule follow-up emails too.
“Data is the new oil.” - Clive Humby. To be able to access the most important data on the go is everything. With TapCRM, get the insights and an overview of your business life cycle with conversion rates, sales performance, and monthly outcomes. Make rational yet swift decisions with the easily accessible dashlets like Sales pipeline, Sales Opportunity, and Top 10 Sales charts. All the data you will need to make decisions regarding your prospects will be right on your mobile screen.
TapCRM gives you full freedom to customize the dashboard view with all the necessary data and dashlets. You can add multiple CRM entities like tasks, invoices, accounts, etc. in the ‘Quick Filters’ section according to the personal preference. Select from multiple dashlets like Overdue activities, Follow-ups, opportunity pipeline, etc. and further modify the dashboard view to access the essential data. Additionally, you can easily access Leads, Opportunities, and Cases data from their respective tabs in the dashboard.
Perform all the CRM functionalities right from our TapCRM - SuiteCRM Mobile App. No need to be bound to your desk to execute tasks like importing contacts, adding leads, mass update or delete records from modules or export records, converting leads into contacts, accounts or opportunities, add records to target lists, etc. The sales reps and managers can do everything right from their mobile phones saving their precious time which they will be able to utilize in a more productive way.
Cards & QR Code Scanner
Using TapCRM Cards & QR Code Scanner, you can easily scan all your business cards directly or the QR badge to add them as your contacts, accounts, or leads right in your CRM. As a sales rep or a manager, you might be coming across a lot of people, clients, prospects, etc. and we know it can be overwhelming to manually add their contact details in the CRM from the business cards. No need to hassle and waste time doing tedious tasks like copy-pasting anymore.
With all the CRM data available on the go and at your fingertips using TapCRM - SuiteCRM Mobile App, it runs a risk of data breaching or data leaking. But worry not! The TapCRM users are provided with the option of protecting all of their important data by adding the app lock feature. TapCRM can be protected by enabling biometric authentication or a simple password whichever functionality your mobile phone provides. This app fits perfectly into any organization and department as it ticks all the requirement checkboxes.
What use of the documents and data if you can’t actually make any changes from the CRM mobile app? TapCRM - Mobile App for SuiteCRM provides with all the CRM functionalities like invoice editing, creating tasks and follow-ups, logging calls, etc. Moreover, the user can also add their electronic signature along with the documents to close deals right on the spot. No need to exchange multiple emails after a face-to-face meeting. Streamline the whole sales process using the next-gen mobile CRM app - TapCRM.
Cards & QR Code Scanner
Live Tracking - An Exclusive SuiteCRM Mobile App Feature
Manage Your Team in Real-Time
Let our exclusive Live Tracking feature help you manage your team in real-time. Get an overview of their on-the-road activities, their daily routes, live location & history of check-ins.
Live Activity Tracking
Sales managers say goodbye to the mystery of whereabouts of your on-field sales team. Know exactly where your team is, which meetings they are attending and the amount of time they spend!
Real-Time Location Update
With our live tracking feature, the location of your team members gets updated every 10 secs to give you the actual data. Such data helps in understanding the present scenario.
Points to Note
- Business Card Scanner is a Third-Party Application (ABBYY) integrated with 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), and Revenue Line Items.
- Device Compatibility :
iOS: iOS 10.0 and above, 5.0 Lollipop and above (Pie)SuiteCRM Compatibility :
7.4.* to 7.11.5
Secure & Stable
- Language Selection on Login
- Addition of SuiteCRM default theme
- Enhancements for Activity Tracking
- Addition of Location History
- Create individual Check-in.
- Sync modules based on selection.
- Save records offline on error or weak connectivity.
- Enhancement in notifying offline data.
- Realtime notification for mention in the activity stream (Sugar 7,8,9).
- URL type field support.
- Custom address field support.
- Overdue Activities Dashlet.
- Leads Dashlet.
- Opportunity Metrics Dashlet.
- Cases Summary Dashlet.
- Role-based Dashboard.
- Enhancement in SMS Module.
- Enhancement in Work Report and Mass Assign Tags.
- Upcoming check-ins on a map.
- UI Enhancement
- Sort Icon
- Related Tab
- Add Country Code in Phone Field.
- Minor enhancements in Attachment
Offline Mode :
- View Related details in Offline Mode
- Fetch records
- Compose a New SMS (Select from Contacts, Account, Leads & Other Modules.)
- View Related contacts to accounts in quick call dialog
- Live Location Tracking
- View Filed Users’ Tasks on Map
- Label & Tag Record Filter
- Work Report
- 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.
Increased team efficiency
We reported more meetings and closing deals as our team can access their CRM data from anywhere on the mobile. Keep up the good work!
As ICT Consultant, working on a client project, I found out this powerful app.
As ICT Consultant, working on a client project, I found out this powerful app.
There were two alternatives: develop a custom app from scratch or use an app already available on the store, able to cover the main requirements.
When I tested the functionality provided by TapCRM, I discovered that it covers almost all use cases!
So we began a pilot project and I personally was impressed by professionalism and quick response of the account manager and technical team.
They guided me through all the server-side configuration process and also achieved some particular requirements. We worked together as a well tested team.
Easy to install e configure, the app allows access to different SuiteCRM modules and has a good check-in system that help agents in their daily work. The access to each module is controlled by SuiteCRM roles and security permissions.
The user guide gives a full picture of the app’s functionality.
I absolutely advice TapCRM! Five stars!
I am happy with the app.
I'm happy with this app. It is easy to use and easy to set up (provided your instance of SuiteCRM is set up correctly in the first place). The app does most of what I want and all it says it will.
And the developer has been extremely helpful with troubleshooting and repairing issues/features when asked. The app is powerful and customizable.
If you are new to SuiteCRM and having issues getting this to work, please reach out to them. It's not that hard, but there are a lot of outdated and irrelevant forum posts around the issues I had getting this going and they saved me a ton of time and headache. My specific issues were that things would not save (layouts, records, & more). At first I blamed the App, but it turned out to be Sec Mod exceptions being thrown behind the scenes at my hosting provider. Once I opened a ticket with the hosing provider and had the processes allowed, everything works perfectly. If not for my determination and App Jetty's excellent customer support, I would have abandoned this project thinking there was something wrong with TapCRM and SuiteCRM in general.
Again, my opinion of this app is that it is fantastic. You get a lot for your money!
Now I have 3 years worth of work always at my fingertips. I have my thousands of leads loaded already (over 4,000 and I am not even close to having even imported 1/2) in one place. plus an easy way to log each call or customer visit on my phone in real time, and with much greater assurance I will maintain the integrity of the data than I would have with the Excel spreadsheets we were using previously.
Keep up the good work and thank you for all your help!!!
This is exactly what I needed! The installation and support services are also wonderful! Thanks AppJetty!
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.
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 email@example.com 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 firstname.lastname@example.org 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.