Overview
TapCRM enables efficient field-based CRM usage with mobile check-ins, offline sync, and real-time data access. While a server-side component is required to connect with SuiteCRM, the app delivers an intuitive native experience, configurable layouts, and reliable Android and iOS support for on-the-go teams.
Overall Rating
Based on 4 users reviews
4.3
Rating Distribution
Positive
75%
Neutral
25%
Negative
0%
Starting Price
Custom
TapCRM Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is TapCRM?
TapCRM by AppJetty is a native mobile CRM application built specifically for SuiteCRM users, giving field teams secure, real-time access to customer data on the go. It allows employees to log calls, update records, manage leads, and schedule activities directly from their mobile devices. With features like GPS-enabled check-ins, offline data sync, configurable layouts, and support for custom modules, TapCRM improves accountability and ensures uninterrupted productivity.
The app also includes live team tracking, business card scanning, and insightful dashboards to help sales managers and remote staff stay connected and efficient.
TapCRM Pricing
Disclaimer: The pricing is subject to change.
TapCRM Integrations
Who Is TapCRM For?
The software caters to businesses operating in various industries and sectors, including:
- Services
- Retail
- Manufacturing
- Real estate
- Healthcare
- Agriculture
Is TapCRM Right For You?
Need to equip your field teams with efficient tools for managing leads, check-ins, and client data on the go? TapCRM is designed for businesses that struggle with tracking field activity and keeping CRM records updated outside the office. It addresses these challenges with location-aware check-ins, offline data sync, and real-time access, helping teams stay productive and accountable.
Suitable for organizations of all sizes, TapCRM also offers configurable layouts, custom module support, and live team tracking, ensuring scalability, secure data handling, and reliable performance in dynamic work environments.
Still have questions about Tap CRM? Call us at (661) 384-7070 for more details and personalized assistance.
TapCRM Features
TapCRM software accommodates both default and custom SuiteCRM modules, allowing users to access personalized fields directly within the mobile app. This ensures that any business-specific workflows built into SuiteCRM remain intact on mobile, promoting consistency in data handling and eliminating operational gaps between desktop and mobile platforms.
The system includes a built-in check-in/check-out mechanism, enabling sales and service teams to log visit times and locations. This feature supports better oversight of field operations by helping managers verify attendance and task completion, making it suitable for teams that require detailed client visit tracking.
The software provides offline functionality, allowing teams to continue working in areas with poor or no internet connectivity. Once reconnected, all updates are automatically synced with the main SuiteCRM system. This reduces downtime, preserves data integrity, and supports consistent operations regardless of network availability.
Managers gain enhanced visibility into field team movements through live location tracking, updated every 10 seconds. This feature helps with real-time route monitoring, resource allocation, and ensuring on-schedule performance. It is particularly valuable for organizations managing distributed or mobile teams on a daily basis.
TapCRM includes a scanning tool that captures information from business cards and QR codes, converting it into SuiteCRM entries. This reduces manual data entry during events or client meetings and supports faster lead capture while improving the accuracy of contact data.
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