Description
Give 24/7 on-the-go access of CRM data to your teams using TapCRM iOS App. AppJetty’s CRM Manager for Sugar CRM/SuiteCRM enables your company representatives to manage records, create accounts, contacts and leads from their mobiles.
Our Mobile CRM App comes with a user-friendly UI and a classy theme. Make the most out of its easy navigation and organize your customer data, calls and other details seamlessly.
Core Features
• Dynamic Modules – Integrates all modules dynamically in the app based on back-end configuration. Layout i.e. the fields to be included for Edit, Detail and List view of the modules can be configured from the back end. Based on this selection, respective modules will be loaded when the user logs in.
• Role Based Access – It is possible to provide role-based access to app users.
• Modules in the app will be loaded according to the credentials and URL entered.
• Interactive Dashboard – With Quick Create Button, quickly create records in dynamically selected modules.
• Birds’ Eye View – View module-wise related records from the detail view of a record.
• Quick actions – Call, SMS or Email your prospects from a record’s detail view.
• Locate Prospects – View address of a record in Map view.
• Analytical reports with graphical charts.
• Activity Stream – Get real-time updates on changes made to the records, new posts, comments and previews added to the posts. Track the most recent updates across the entire organization.
• Filter Records – Filter your own records, view offline records or create your own custom filters
• Nearby Search – Find your customers or prospects in your proximity using “Nearby Search” feature.
• Global Search – Search across all CRM modules of the Customer Management App and find what you want.
• Lead Conversion – As leads mature, convert them into Contacts, Accounts or Opportunities.
• Import Contacts – Import phone contacts to CRM and create a new contact in just a few clicks.
• Mass Actions – Mass update or delete records from modules or export records in CSV format.
• Multilingual – TapCRM supports all the languages supported by Sugar or SuiteCRM. You could also add a language pack to suit your requirements.
• Today’s Activities – View all activities for the day from the dashboard.
• Quick Access to recently created and recently viewed records.
• The Calendar module allows you to save calls, meetings and tasks for a particular date.
• Timeline View -Track your day-to-day activities with our intuitive Timeline View.
• Configure Menus – Set priority and modules to be displayed in the main menu, quick create option and for the recent records.
• Record Duplication – Duplicate a record and avoid creating the same record for the second time.
• Offline Support -It is possible to save the modified data in offline mode. It will get synced with CRM later on when Sync.
• Offline Sync Monitor – Sync all your offline records together or sync them based on modules, Monitor records being synced along with their stats from the offline sync monitor.
• Push Notifications – Assigning of record, Scheduled notification and others.
• Edit your profile and configure your app settings from the dashboard shortcuts.
• Forgot password and reset password feature available.