If your company representatives work remotely, offering them with a mobile CRM offers a great deal of flexibility. TapCRM Android App is an all-inclusive Mobile CRM App for Sugar and SuiteCRM; and a proven way to increase productivity, boost sales, and increase company revenue. Using this app, your company employees can stay connected to your CRM 24x7 and modify records on the move.
• Dynamic Modules - Integrates all CRM modules dynamically in the app based on backend 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.
• Interactive Dashboard - Utilities on Dashboard helps to quickly access important shortcuts that would matter the most with our Mobile CRM App. View different dashlets like sales pipeline, opportunity pipeline, history, open cases, today’s activities and more. Also change order of the dashlets visible on dashboard.
• Quick Filters -Users can now create custom filters and add them on dashboard for quick accessibility of most important records.
• Check-in to events - Check-in/Check-out to meetings, tasks, calls and record your activity. Add comments, multiple attachments, take notes during checkout. View checked in events on home screen for easy redirection. Edit entries and admin can approve or delete manual entries as well.
• Alerts for Overdue Activities - Get alerts for overdue activities like Tasks, Calls, Meetings and Follow-Ups.
• Nearby Search - Find your customers or prospects in your proximity using “Nearby Search” feature. Get weather updates of the map route and destinations.
• Log Calls - Directly log incoming or outgoing calls to CRM. This will automatically create a contact record in CRM. User can also create Account, Target, Lead using that number. Reschedule your call based on date and reason. You can even close and create a new call directly.
• Lead Conversion - As leads mature, convert them into Contacts, Accounts, Opportunities, Calls, Meetings, Tasks or Notes.
• Messaging - Compose and send messages using inbuilt SMS feature of TapCRM or via WhatsApp. You can also select any of the existing SMS template for easy communications.
• Email Support - Compose email from the app directly and share quotes and invoices to your customers via email from TapCRM.
• Add to Target Lists - Select single or multiple records from Account, Contact, Target, and Lead modules to add them to the existing target lists.
• Offline Support - Sync all modules in advance to access data while offline with the mobile application.
• Offline Sync Monitor - Monitor the ongoing sync process and stats with the offline sync monitor. You can even sync all the offline updated records with auto sync option.