Real time updates
Get live activity updates about your team while they are on field.
Get a detailed list of places your team has spent time at with a timeline.
Know the activities that your staff is carrying out, like calls, meetings etc., right from your mobile CRM app. In real time.
End of day report
Get complete report of your agent's day, with details of appointments and routes taken.
Know the daily route as well the miles traveled by each on field team member.
Add notes and attachments to your meetings on the move so you don’t forget anything
Sales managers don’t have to worry about the logistical background of how their team meets a client. They get all the data regarding the team’s daily activities in real time.
- Team’s commute data with live tracking.
- Monthly report of miles traveled.
- Updated CRM at all times of the day. Perfect for the in-office team that can perform immediate actions on the basis of the on field team.
On field staff no longer has to come back to the office after a long day just to fill in data in the CRM. They can simply add data with a few taps on their phones right after a meeting.
- TapCRM gives you a notes feature, wherein sales reps can add important details about appointments and clients.
- By tracking your miles, you can get accurate travel allowance from the company.
- Activity dashboard for quick glance at the day’s work and UI that works for you.