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.

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.

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 bird’s 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

Check-in to Meetings

• With TapCRM, 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, enabling you to find all the details in the visits module. In case you miss checking in, not to worry! You can also make manual check-ins later. If you have notes and comments about the meeting, you can also jot them down while checking out.
• TapCRM 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.

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.

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.

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.

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 TapCRM’s 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.