If your company representatives work remotely offering
them with a mobile CRM offers a great deal of flexibility. TapCRM
Android App is the best CRM Mobile App
and a proven way to increase productivity boost sales and
increase company revenue.Using this
appyour company employees can stay connected to
your CRM 24x7 and modify records on the move.
TapCRM Plugin Link :
https://www.appjetty.com/crm-mobile-apps.htm
Why Choose TapCRM Mobile App?
- • Customize Modules and Layouts
- • Set-up Personalized Preferences
- • Smooth User Interface
- • Tailored for Sales Reps
- • CRM Exclusive Functionalities
- • Works offline
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
accessibility to app users.
• Interactive Dashboard - Utilities on Dashboard helps to
quickly access important shortcuts that would matter the most with
our Mobile CRM App.
• Quick Filters -Users can now create custom filters and
add them on dashboard for quick accessibility of most important
records. These quick filters can be made public making it available
for all users across the organization.
• Quick actions- Call SMS Email Locate your prospects from
a record's detail view.
• Check-in to events - Check-in/Checkout to meetings tasks
calls and record your activity. Add comments or take notes on
checkout.
• Nearby Search - Find your customers or prospects in your
proximity using Nearby Search feature.
• Business Card Scanner - Using this feature you can scan
any QR badge or business card. As soon as you do that the
associated fields get automatically filled in the CRM.
• Attachments – Capture live image record voice notes
get e-signatures or attach documents.
• Log Calls - Directly log incoming or outgoing calls to
CRM. This will automatically create a contact record CRM.
• Follow-ups – Follow-up on your prospects by creating
follow-up records and setting reminders.
• Lead Conversion - As leads mature convert them into
Contacts AccountsCalls Opportunities Meetings Tasks or Notes.
• Import Contacts - Import phone contacts to CRM and
create a new contact or lead in few clicks.
• SMS – SMS feature built within TapCRM lets you send
SMS from the app itself. Keep a log of all those messages.
• Mass Action – 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.
• Planner - Enables you to save meetings calls tasks and
follow-up records for a specific date.
• Timeline View -Track your day-to-day activities with our
Timeline View.
• Filter Records - Filter your records view offline
records or create your own custom filters.
• Sort Records - Sort based on the fields displayed in the
list. Set sort order to ascending or descending.
• Themes - Give a makeover to the look and feel of your
app with 4 different themes.
TapCRM
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