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TapCRM is loaded with several Mobile app exclusive features.
TapCRM brings various features to manage your Sugar CRM data securely into native iOS and Android Applications.
On top of that, it comes with several mobile app specific features that make the jobs of your mobile app users easier.
| Features | TapCRM for Sugar |
Sugar Mobile App |
| Scan Business Card / QR Code | ||
| Check-in & Check-out from Meetings | ||
| Planner, Map, and Nearby Search | ||
| Follow Up (Activities & Notification) | ||
| Offline Support and Auto Sync |
Availability of Sync modules screen to sync modules beforehand along with data monitoring of offline sync |
|
| Attach Documents, Voice Notes, Digital Signature to CRM Record |
||
| Configurable Dashboard |
Availability of Sync modules screen to sync modules beforehand along with data monitoring of offline sync Manage order of dashlets on dashboard, add filters directly from dashboard |
| Features | TapCRM for Sugar |
Sugar Mobile App |
| Secure Login |
Start Screen - Selection |
|
| Create Custom Filters | ||
| Email Support |
Availability of in app email composition and scheduling. |
|
| Send Invoices and Quotes as Attachments | ||
| Check-In Module | ||
| Lead Conversion: Convert to Contact | ||
| Lead Conversion: Accounts & Opportunities | ||
| Lead Conversion: Call, Meeting, Task, Note, etc. |
A CRM Mobile App must include basic CRM functionalities, and offer higher value
TapCRM is not just about the Mobile App exclusive features, there is more to it while managing the CRM Records.
It is built to provide apt on-the-go support to the mobile app users leveraging the power of Sugar CRM.
Common Features
| Features | TapCRM for Sugar | Sugar Mobile App |
| Edit, Find Duplicate, Delete, Mass Update, Mass Delete, Export - CRM Record(s) | ||
| Dashboard, Activity Stream, Accounts, Contacts, Opportunities, Leads | ||
| Multi-language Support | ||
| Recent Activities | ||
| Call Logs: Log Calls as Accounts, Contacts, Targets, Leads. | ||
| Global Search | ||
| Quick Create Records |
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Note: The above one-on-one feature comparison between TapCRM and SugarCRM mobile app is based on the latest version of SugarCRM mobile app available on 05 February, 2018.