Name: Tapdesk
Author: Ayulla

Help Desk

Web and Video Conferencing

Customer Support

Image Recognition

Interactive Application Security Testing (IAST)

Service Mesh

Software Repositories

WebOps

Development

Board Management

Business Intelligence (BI)

Collaboration

Contract Management

Email Spam Filter

Supply Chain Management

Enterprise

Accounting

Digital Banking

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

HR Management

Leave Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Bot Mitigation

Cloud Storage

Data Center Infrastructure Management

Data Observability

Data Privacy Management

Database Load Balancing

Desktop Outsourcing

Enterprise Architecture Management

Ethernet Switches

Fraud Detection

Integration Platform as a Service (iPaaS)

Internet Security

Log Management

Managed IT Service

Network Performance Monitoring

Network Simulation

NoSQL Databases

Packet Analyzer

Single Sign-On

Software Defined Storage (SDS)

Tape Storage

Wireless LAN

Workload Automation

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Signage

Email Management

Email Marketing

Marketing Analytics

Marketing Automation

Retail Media Advertising

Search Engine Marketing (SEM)

Social Media Customer Service

Social Media Management

Social Media Monitoring

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Presales

Sales

Video Surveillance

Security

Construction Management

Equipment Rental

HIPAA Compliance

InsurTech

Investment Portfolio Management

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Azurepath

Azurepath, LLC.

Webtrends Social

Webtrends

QuickMeasure OnScreen

Tally Systems

ProphetLine for Windows

ProphetLine

Help.com

Distribion

Distribion, Inc.

CoffeeCup Responsive Email Designer

CoffeeCup Software, Inc.

SAP Business Rules Management

Trackur

Cisco Virtualization Experience Infrastructure

Cisco

### Lead Management
Users consistently highlight Tapdesk's lead management as a standout feature, praising its efficiency in finding and managing leads. The platform's ability to streamline lead conversion and organization has garnered widespread acclaim. Reviewers also appreciate the ease of uncovering new opportunities and tracking sales pipelines within Tapdesk. Additionally, users find the native lead generation capability within the platform to be a valuable asset. The general sentiment is that Tapdesk excels in providing robust lead management tools that enhance the overall sales process for its users.

### Sales Pipeline Management
Users are consistently praising Tapdesk for its intuitive sales pipeline management features. The general sentiment among reviewers is that Tapdesk's sales pipeline management capabilities are user-friendly and effective. Customers appreciate the ease of tracking their sales pipeline, monitoring progress, and identifying growth opportunities within the platform. The streamlined interface and functionality of Tapdesk's sales pipeline tools have garnered positive feedback, with users highlighting the platform's ability to enhance their sales processes efficiently.

### Search and Filtering
Users across reviews consistently highlight Tapdesk's powerful search capabilities, particularly its lead search feature and customized search functionality. The ability to create tailored searches and easily find leads has been a game-changer for many users, streamlining their prospecting efforts. While some users express a desire for additional details in the business search export, overall, Tapdesk's search and filtering features are praised for their ease of use and effectiveness in enhancing lead generation processes.

### Customization Options
Users appreciate Tapdesk's robust customization options, especially the ability to create custom searches to find prospects efficiently. The feature to track specific criteria using custom tags has significantly streamlined their workflow. While some users express a desire for more integrations and the ability to embed forms for data collection, overall, Tapdesk's customization capabilities are seen as a valuable asset in enhancing productivity and efficiency.

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.

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.

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.

Starter

Team

Growth

Teamgate CRM

PlanPlus Online is planning and organization software that integrates productivity tools into a complete customer relationship management solution.

PlanPlus Online Planner Edition

PlanPlus Online Professional Edition

PlanPlus Online Business Edition

PlanPlus Online

Tapdesk

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Ayulla

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

Tapdesk

Overview

What is Tapdesk?