TapCRM - Mobile CRM App For SuiteCRM
Starts at
Best CRM Mobile App
Give your team members the freedom to work from anywhere and everywhere and see the team productivity skyrocket with our TapCRM - SuiteCRM Mobile App. Now ensure smooth & efficient operations from anywhere with features like live tracking, multi language support, check-in/check out, insightful dashboards, custom modules and fields support, etc.
Take a Thorough Tour in 30 Days
Start your 30 days FREE trial with TapCRM today! Just add your SuiteCRM instance in TapCRM - Mobile App after downloading the same from App Store or Google Play. Get started Today for FREE!
Mobile Specific Features
Check In, Check Out, Follow Up
Get real-time overview of your team’s activities as they check-in and check-out of the meetings, calls, tasks, etc. They can also add call & email follow ups after they finish any activity.
Find Records on Map
Locate customers and CRM records in proximity using ‘Nearby Search’. Also get an overview of the travel time and weather forecast.
Offline Support & Auto Sync
Our SuiteCRM Mobile app lets you make all the changes in offline mode and then sync the data updates as soon as you go online.
Log Calls
Directly log calls from TapCRM and add them to any CRM module like Accounts, Contacts, Leads, and Targets.
Alerts & Notifications
Get alerts for overdue activities, impending check-outs and more as soon as you log in to our TapCRM and stay on top of everything.
Email Support
Now send in all the reports, documents, invoices, etc. in the email, utilize email templates and schedule emails right from your mobile phone.
Remarkable Features
Insightful Dashboards
Insightful Dashboards
Now get aggregated information related to sales, service, and activities from their individual dashboards. Get focused data to help you create proper action plan and make the right decisions. The additional quick access tab gets you the required data in less than 2 steps and also provides module overview.
CRM Functionalities
Custom Module Support
Add Attachments
Cards & QR Code Scanner
App Lock
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Insightful Dashboards
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CRM Functionalities
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Custom Module Support
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Add Attachments
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Cards & QR Code Scanner
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App Lock
Real-time Team Updates in Your Pocket!
Points to Note
- Business Card Scanner is a Third-Party Application (ABBYY) integrated with TapCRM. You must register yourself in ABBYY to use this functionality.
- Call Logging feature is only for Android Devices.
- Supports Employees, Projects, Product Line Items (SuiteCRM), Revenue Line Items Support.
- Device Compatibility: Android: 5.0 Lollipop and above(Pie), iOS: iOS 15 and above
- SuiteCRM Compatibility: 7.4.* to 7.14.5
Change Log
Enhancements & Bug Fixes:
- Provided Compatibility to SuiteCRM 7.14.5
- Compatible with PHP 8.2
- Minor CRM bug solved.
- Feasible with Live Tracking module
- Enhanced navigation and stability
- Minor Bug Fixes and Android Version Support
Enhancements:
- Provided Compatibility to SuiteCRM 7.14.2
Enhancements:
- Advance check-in with Geo-Fencing.
- Autofill address in record view.
- Other minor bug fixes.
Enhancements:
- Stuck at the configuration? Now quickly troubleshoot configuration issues with troubleshooting guides.
- All new dashboard with categorised display of sales, services, and activities.
- Quickly access your modules and filters.
- Easy filters, that allows having a quick glance at the required data.
- Customize the dashboard according to your preference.
Enhancements:
- Added user selection with Enabled/Disabled status
- Notify disabled users
- Added Cancel/Reschedule appointment options
- UI improvements
- Improved Location Accuracy
General FAQs
Technical FAQs
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