Now access all your necessary SuiteCRM and SugarCRM data as and when required right from your mobile using TapCRM for SuiteCRM/SugarCRM. Get everything done on the go with our TapCRM mobile app for SuiteCRM and SugarCRM. Now equipped with an exclusive feature of live tracking.
Key Features of TapCRM for SuiteCRM and SugarCRM.
Supports custom SuiteCRM and SugarCRM modules & fields
Planner(Calendar)
Global Search
Customizable search fields and quick filters
Check-in, Check Out of meetings, tasks, calls, and appointments
Offline support & auto-sync to keep your data up-to-date
Customizable mobile layout for easy access to important data
Nearby records for smart time and task management
Multi-language support for catering to global audiences
Get alerts & notifications regarding all your tasks, call appointments, etc
Email module support to stay connected with your customers
Add SMS logs to contacts, leads, or accounts for better status visibility
Add multiple attachments like voice notes, docs, signature, etc. in CRM records
Add call logs to CRM records with the necessary details as notes
Scan QR codes and Business Card Scanner to add contact details on the spot from mobile
Create leads and contacts from phonebook contacts
And much more...
For TapCRM to work properly, first, you will have to install our extension in your SuiteCRM or SugarCRM.
You can also download the application and opt for the “Try Demo” option to understand how it works.
Note: The demo will have dummy data which is just for your understanding. Once you install our extension, you’ll be able to access your SuiteCRM or SugarCRM data on the go.
Key Features of TapCRM for SuiteCRM and SugarCRM.
Supports custom SuiteCRM and SugarCRM modules & fields
Planner(Calendar)
Global Search
Customizable search fields and quick filters
Check-in, Check Out of meetings, tasks, calls, and appointments
Offline support & auto-sync to keep your data up-to-date
Customizable mobile layout for easy access to important data
Nearby records for smart time and task management
Multi-language support for catering to global audiences
Get alerts & notifications regarding all your tasks, call appointments, etc
Email module support to stay connected with your customers
Add SMS logs to contacts, leads, or accounts for better status visibility
Add multiple attachments like voice notes, docs, signature, etc. in CRM records
Add call logs to CRM records with the necessary details as notes
Scan QR codes and Business Card Scanner to add contact details on the spot from mobile
Create leads and contacts from phonebook contacts
And much more...
For TapCRM to work properly, first, you will have to install our extension in your SuiteCRM or SugarCRM.
You can also download the application and opt for the “Try Demo” option to understand how it works.
Note: The demo will have dummy data which is just for your understanding. Once you install our extension, you’ll be able to access your SuiteCRM or SugarCRM data on the go.
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