Articles

AppJetty Releases a New Version of TapCRM - A Sugar/SuiteCRM Mobile App!

by Maulik Shah Owner
27th march,2018 - Ahmedabad.  Sales executives do not operate in stationary environments anymore. Their profession has gone beyond offices and desktops. With things going mobile, they prefer to manage customer relationships on their mobile phones. Which means, the customer relationship applications have also moved to mobiles. CRMs are usually based on Suite or Sugar Technologies.

To help CRM users communicate with their customers seamlessly, AppJetty, an add-ons store based in Ahmedabad had launched Tap CRM – A Suitecrm Sales Mobile App, that enables sales professionals to operate their CRM on the move and share data in real time. After its release last month, the company has made some updates in the existing app and has released a new version. This new version will offer better functionalities and convenience for the TapCRM users.

“AppJetty has always aimed to offer convenience to business owners in different ways. With the release of TapCRM last month, we brought in sales mobility for CRM users.” said Maulik Shah, the CEO of AppJetty. He further added that “We have added a lot of new functionalities to the new version of the app and have updated some old ones.” TapCRM’s version 1.1 has come up with the following updates:
 
Check in-Check out feature: This feature enables the CRM users to check-in and check-out their location during important meetings. With the help of this feature, they can let their fellow sales team members know their whereabouts and availability status. There is also a facility to make the check-in later and keep the information in the record.

Project & Employee Module Support: The first release did not support the Project & Employee Modules available in Suite and Sugar CRM. However, the latest version enables CRM users to visit all the projects in their CRM. Due to the role based accessibility that TapCRM offers to the users, employees can get an access only to specific parts of CRM.

Lead Conversion: Lead Conversion feature in the earlier version of TapCRM enabled users to convert their leads into accounts, contacts, and opportunities. Version 1.1 will enable the professionals to convert them into further entities including “Convert to Note,” “Convert to Meeting” and “Convert to Task.”

Attachment in Activity Stream: While exchanging updates and notes, the CRM users need to be on the same page. Using the Attachment in Activity Stream, CRM users can share pictures, reports, invoices, and other documents with their teammates. AppJetty offers these features only for the users of Sugar 7 version.

The above-mentioned are just the new feature updates of this Sugar CRM Sales Mobile App. There are many other features and functionalities that TapCRM works on. You can check them out in detail by visiting the website of AppJetty. Apart from the plugins for Suite/Sugar CRM, the company also provides plugins for platforms like WordPress, Odoo, Dynamics CRM and more.

AppJetty’s products have earned the “bestselling” reputation for being popular on Magento, Odoo and other official marketplaces. To know more about the offerings of this company,

To Know More Visit https://www.appjetty.com/crm-mobile-apps.htm

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About Maulik Shah Advanced   Owner

41 connections, 0 recommendations, 155 honor points.
Joined APSense since, April 26th, 2017, From Ahmedabad, India.

Created on Mar 27th 2018 00:23. Viewed 432 times.

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