On Tap CRM is an enterprise-ready open source CRM platform ideally suited for small and medium sized businesses.
The platform delivers a feature-rich set of business processes that deliver sales force automation, marketing automation, customer service, reporting and accounting features on-demand.
On Tap CRM is available as either a hosted solution or alternatively installed on your server. You simply pay per user per month to receive support and software updates.
The system is based upon vtiger, a leading open source CRM application. However, On Tap CRM features many enhancements and integrations not available in vtiger. Furthermore, our development team are able to customise the application to your precise requirements. As a company, we are vtiger Gold Partners are we actively contribute our developments back to the community.
The On Tap CRM server runs on both Windows and Linux servers, and we offer a range of hosted options as well.
From £9 per month.
30 day free trial.
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We offer a free 30 day trial and free migration assistance to get you up and running.
Key Features
- 30 day free trial - Try before you buy.
- Sales force automation - Lead and opportunity tracking, sales pipeline management, reminders, etc.
- Marketing automation - full email marketing and tracking. Mail-merge. Real-time ROI calculations based on sales conversion.
- Customer service - case/ticket management, SLAs, integrated customer web portal.
- Calendaring - private and shared calendars. Sync with Outlook.
- Collaboration - Real-time instant messaging, mobile/PDA access.
- Invoicing and accounting - generate invoices (including recurring payments). Manage sales and purchase ledger. Bank reconciliation. VAT returns. Sage integration.
- Email integration - personal and group mailboxes with automatic archiving of inbound and outbound emails
- Add-ons - MS Outlook, MS Word, Firefox, Thunrderbird, Jabber, and more.
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Total CRM support |
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Flexible pricing |
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See how it works |
