Manage sales for multiple processes from one CRM Application. Page layouts help your sales representatives to view and access personalized data, and to function independently. With modules and fields selection, you get everything you need to design your own layouts.
For a personalized CRM application, add custom modules to narrow in on what matters for your industry and display only those modules which you wish to.
Provide role based accessibility to app users. Load modules in the app according to the role assigned to the user. You can also provide operational access as per assigned role like edit, view, delete etc.
TapCRM comes with a rich user interface. It leverages to provide a customizable menu where you can add your own menu items to access your business specific modules or replace existing ones.
The high-end Dashboard provides shortcuts relevant to the business process, with a quick overview that decision makers need, to observe the health and opportunities of the business. It allows you to bring the core part of the application at one place which helps to make better business decisions on the go.
Never miss out on a business opportunity! With TapCRM Calendar, you can schedule, manage and track your meetings and tasks. Easily schedule and track your day-to-day tasks with the our intuitive Timeline View.
Get insights of your business life cycle with sales performance metrics, conversion rates, and outcome charts. Get real-time insights to sell faster and easier by improving your sales with analytics. TapCRM analytical charts make sure you have the information and the insights to make smart and quick decisions based on your sales metrics.