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Tapdesk has become the go-to CRM for users looking to efficiently manage their leads and streamline their sales process. With its clean …
Overview
What is Tapdesk?
Tapdesk is a CRM (Customer Relationship Management) software that, according to the vendor, aims to streamline lead generation, sales pipeline management, and deal closure for businesses of all sizes. The software offers a range of features that can assist sales teams, marketing professionals, business...
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Product Details
- About
- Tech Details
What is Tapdesk?
Tapdesk is a CRM (Customer Relationship Management) software that, according to the vendor, aims to streamline lead generation, sales pipeline management, and deal closure for businesses of all sizes. The software offers a range of features that can assist sales teams, marketing professionals, business development teams, entrepreneurs, freelancers, and e-commerce businesses in managing their customer relationships more efficiently.
Key Features
Lead Generation: According to the vendor, Tapdesk utilizes AI and machine learning algorithms to find relevant leads in a business's niche, providing a pool of leads in less than 3.2 seconds.
Pipeline Management: Users can manage their sales pipeline effectively, from prospecting to deal closure. The software offers customizable pipeline views, important statistics, and clear visibility of deal progress.
Contact Management: Tapdesk allows for easy import and export of contacts, eliminating the need for a separate contact manager. Users can create contact groups and set reminders for follow-ups.
Email Campaigns: Users can create personalized email campaigns, track engagement with real-time performance data, choose from a variety of visually appealing templates, and schedule automatic sending.
Analytics: Tapdesk provides advanced analytics tools to visualize data, track goals and user performance, and gain insights for data-driven decision-making and process improvement.
Cloud Computing: Tapdesk is a cloud-based CRM, offering on-demand access to resources from anywhere. According to the vendor, this ensures security, privacy, flexibility, and scalability for businesses.
App Integration: Tapdesk seamlessly integrates with popular third-party applications such as LinkedIn, GSuite, Intuit, Slack, and Zoom, enhancing productivity and streamlining workflows.
Invoicing: Users can create customized invoices, personalize them with branding, and enable convenient payment options for customers, improving the billing process and cash flow.
Tapdesk Features
- Supported: Calendar/Reminder System
- Supported: Contact Management
- Supported: Lead Management
- Supported: Segmentation
- Supported: Task Management
- Supported: Workflow Management
- Supported: Document Storage
- Supported: Email Marketing
- Supported: Interaction Tracking
- Supported: Internal Chat Integration
- Supported: Marketing Automation
- Supported: Quotes/Estimates
- Supported: Sales Pipeline Management
- Supported: Campaign Management
- Supported: Lead Capture
- Supported: Lead Distribution
- Supported: Lead Nurturing
- Supported: Lead Qualification
- Supported: Lead Segmentation
- Supported: Pipeline Management
- Supported: Reporting/Analytics
Tapdesk Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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Tapdesk has become the go-to CRM for users looking to efficiently manage their leads and streamline their sales process. With its clean and enjoyable UI, users have found Tapdesk to be the perfect solution for lead management. The ability to source contacts and easily find contact information within the application has greatly simplified the search for leads, making it more efficient than ever before.
Many users have replaced their Excel CRM systems with Tapdesk, as it provides all the necessary functionality in one comprehensive application. This has made CRM follow-ups much easier to manage, saving users time and effort. Additionally, Tapdesk's deal pipeline system has been praised for its simplicity, offering a streamlined approach that is not overly complicated.
One of the standout features of Tapdesk is its exceptional support. Users have expressed appreciation for the amazing support provided by the Tapdesk team, receiving prompt assistance in resolving any issues they encountered when getting started. This level of support contributes to a positive user experience and ensures that users can make the most of the software.
Overall, Tapdesk has proven to be a simple yet comprehensive sales software that allows users to easily contact customers and track their progress through the pipeline. The improved organization of leads, clients, and pipelines has led to more successful deal closures, making Tapdesk an invaluable tool for businesses of all sizes.
Valuable Sales Tool: Several users have found Tapdesk to be a valuable tool for sales operations, helping them close deals more effectively.
Clean and Enjoyable User Interface: The clean and enjoyable user interface of Tapdesk has been praised by many reviewers, making it easy for them to navigate and use the app seamlessly.
Game-Changing Search Engine: The search engine in Tapdesk has been described as a game changer by numerous users, allowing them to easily find leads and prospects within the platform.
Lack of Desktop Program: Some users have expressed the need for a desktop program version of Tapdesk, as it is currently only available as an online platform.
Limited Customization Options: Several reviewers have mentioned that they would like to see more customization options in Tapdesk. They feel restricted by the inability to change text and customize headers of contacts.
Insufficient Integration Options: A number of users have requested additional integrations for Tapdesk. Specifically, they would like to see integration with webhook services like Pabbly Connect and Integrately for automation purposes, as well as the ability to custom embed forms on business websites for collecting information directly into the CRM.