TapCRM for SuiteCRM/SugarCRM
CRM App
免費
2.7.5for iPhone, iPad and more
8.3
6 Ratings
Biztech It Consultancy Private Limited
Developer
49.9 MB
Size
2024年03月01日
Update Date
Business
Category
4+
Age Rating
Age Rating
TapCRM for SuiteCRM/SugarCRM 螢幕截圖
About TapCRM for SuiteCRM/SugarCRM
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.
Show More
最新版本2.7.5更新日誌
Last updated on 2024年03月01日
歷史版本
Minor bug fixes and improvements
Show More
Version History
2.7.5
2024年03月01日
Minor bug fixes and improvements
2.7.4
2024年02月02日
Minor bug fixes and improvements
2.7.3
2024年01月29日
Minor bug fixes and updates
2.7.2
2023年11月01日
Minor bug fixes and improvements
2.7.1
2023年10月26日
Minor bug fixes and improvements
2.7.0
2023年07月19日
Minor bug fixes and improvements
2.6.9
2022年10月07日
Bug fixes and improvements
2.6.8
2021年06月03日
- Improve reminder notifications for Calls, Meeting and Task.
2.6.7
2021年04月06日
- Minor bug fixes.
2.6.6
2020年11月11日
- Application now compatible with iOS 14.
2.6.5
2020年08月24日
- Minor bug fixes.
2.6.4
2020年05月29日
- Application now compatible with Sugar 10.
2.6.3
2020年05月12日
- Minor bug fixes.
2.6.2
2020年05月06日
- Advance check-in with Geo-Fencing.
- Autofill address in record view.
- Other minor bug fixes.
- Autofill address in record view.
- Other minor bug fixes.
2.6.1
2020年04月02日
- Minor bug fixes.
2.6.0
2020年02月20日
- 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.
- 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.
2.5.3
2019年11月19日
- Minor bug fixes.
2.5.2
2019年10月21日
You don't have to worry about it anymore because we successfully debugged our debug bug.
2.5.1
2019年10月10日
- Added user selection with Enabled/Disabled status
- Notify disabled users
- Added Cancel/Reschedule appointment options
- UI improvements
- Improved Location Accuracy
- Notify disabled users
- Added Cancel/Reschedule appointment options
- UI improvements
- Improved Location Accuracy
2.5.0
2019年09月02日
- Enhancements for Activity Tracking
- Addition of Location History
- Language Selection on Login
- Addition of SuiteCRM default theme
- Addition of Location History
- Language Selection on Login
- Addition of SuiteCRM default theme
2.4.3
2019年08月12日
- Minor bug fixes.
2.4.2
2019年07月29日
- Create individual Check-in.
- Sync modules based on selection.
- Save records offline on error or weak connectivity.
- Enhancement in notifying offline data.
- Realtime notification for mention in the activity stream (Sugar 7,8,9).
- URL type field support.
- Custom address field support.
- Sync modules based on selection.
- Save records offline on error or weak connectivity.
- Enhancement in notifying offline data.
- Realtime notification for mention in the activity stream (Sugar 7,8,9).
- URL type field support.
- Custom address field support.
2.4.1
2019年06月21日
- Minor bug fixes.
2.4.0
2019年06月04日
- Overdue Activities Dashlet.
- Leads Dashlet.
- Opportunity Metrics Dashlet.
- Cases Summary Dashlet.
- Role-based Dashboard.
- Enhancement in SMS Module.
- Enhancement in Work Report and Mass Assign Tags.
- Upcoming check-ins on a map.
- UI Enhancement
- Sort Icon
- Related Tab
- Leads Dashlet.
- Opportunity Metrics Dashlet.
- Cases Summary Dashlet.
- Role-based Dashboard.
- Enhancement in SMS Module.
- Enhancement in Work Report and Mass Assign Tags.
- Upcoming check-ins on a map.
- UI Enhancement
- Sort Icon
- Related Tab
2.3.3
2019年05月27日
- Resolved convert lead issue and bug fixing.
TapCRM for SuiteCRM/SugarCRM FAQ
點擊此處瞭解如何在受限國家或地區下載TapCRM for SuiteCRM/SugarCRM。
以下為TapCRM for SuiteCRM/SugarCRM的最低配置要求。
iPhone
須使用 iOS 13.0 或以上版本。
iPad
須使用 iPadOS 13.0 或以上版本。
iPod touch
須使用 iOS 13.0 或以上版本。
TapCRM for SuiteCRM/SugarCRM支持英文