Ahmedabad, January, 2019: Employees no longer work at a professional space for full day. A salesperson, especially, has to travel for meetings with clients and prospects. In such a scenario, the access to their work schedules from CRM becomes a necessity even when they’re not in the office. When it comes to accessing CRM in such case, CRM Mobile App can work wonders. When employees have the option of CRM mobile apps, their productivity grows rapidly as they have the facility to work from anywhere.
AppJetty, an extension e-store based in India crafted TapCRM – a Mobile app for Sugar and SuiteCRM users a few months back. With this app, you can ensure necessary CRM actions from your mobile phone. To increase the efficiency of app, they have launched the version TapCRM 2.2.0 with new features and enhancements.
During our interview, a spokesperson from the firm shared that “Apart from the exclusive CRM features, users found the mobile features quite helpful.” He added that, “In this latest release, we have added six major mobile features and other CRM module enhancements to render even better user experience.”
Take a look at the new features from the updated app:
1. Sync All Modules
It is critical for employees to access data offline while working at remote locations without network connectivity. To avoid data unavailability issues during such situations, they have added a new Sync All Module feature in the app that syncs the data from app’s server to offline mode. This way, CRM users can access the offline data at their convenience.
2. Offline Record Sync
Initially, users had to sync the offline changes manually. For instance, if a CRM user has updated some records offline, then he had to sync changes online manually. The new Offline Record Sync feature notifies you about the recent offline changes with a popup box. This way you are less likely to miss syncing offline data. Once you have enabled this option, it will sync all your offline changes automatically.
3. Weather Forecast
With this new feature, users can check the weather of current route and destination. Using it, they can get the weather forecast on current route and destination. They can do it in advance while they’re on their way to a meeting using maps. This way users can avoid the routes with bad weather and can opt for other directions.
4. Notifications for Overdue Activity
It is obvious that sometimes you get busy with your work schedule so much that you miss out managing your due activities in the app. In such cases, this feature gives you notifications about your overdue activities after right after your login. So, thereafter, you can execute a quick action and manage overdue activities in an organized manner.
5. Notifications for Check-in
The new notification feature of Checked-in events in Tap CRM sends alerts about pending check-ins after your login for quick actions. As a part of new enhancements, users will be able to attach multiple files during the check-in/check-out.
6. SMS Logs Export to Excel
Using this SMS log export option, users can export all their SMS logs to an Excel sheet so that they can keep the track of communication with prospects and clients.
Here is the list of enhanced changes that help to simplify the workflow of current features:
- Copy the billing address details directly to shipping address with an autofill option.
- Generate /Print PDF of your records and accounts.
- Reschedule, close, and create new calls in the call module.
- In the quote module, users can create opportunity and contracts. They can convert it to invoice as well.
- If required, users can move account, contacts, and leads into a target list.
- While drafting an email, users can add contacts from mobile or app into CC and BCC fields to eliminate manual entry.
- When users click on any of the contact details from the activity log, it redirects to email record if available.
AppJetty is a prestigious firm offering top-notch and easy to use extensions and applications for the businesses ranging from big enterprises to small businesses. You can find different plugins and extensions for Magento, Odoo, and WordPress platforms. They offer customizations based on client’s requirements.
To know more about the features of TapCRM, you can visit the store page of AppJetty.