Tap, Tap, Tap, Seal the Deal

Generate Leads, Schedule Calls & Close the Leads with the Tapdesk CRM

To grow your business, you should not calculate the number of deals you close in a month.

You need to keep your Sales pipeline busy. It’s very important to keep track of the number of leads that go in your pipeline every single day of the week.

But you don’t have to juggle between too many products (and secretly hoping for an integration between them) to achieve this.

Say Hi to Tapdesk

Tapdesk is an all-in-one CRM that helps you generate laser qualified leads with contact data, send emails, schedule appointments & keep track of the sales.

PRODUCT HIGHLIGHTS

  • Built-in lead generation with A.I powered search
  • Alternative to: Hubspot, Pipedrive
  • Native Scheduler & Event Management System
  • Best Suited for: SMBs, Sales Professionals, Marketing Agencies

Before you start your campaigns, you need the leads to reach out to.

Thanks to Tapdesk’s AI functionality. You can search & find the business leads based on the business type, country & city.

If you’re looking for the leads for a specific person, Tapdesk has got you covered with its Individual Search feature.

From the Google Business Listing to the verified Phone number & Social Profile links, you get all the verified data of your leads from just a couple of clicks.

You can then add the leads to your Sales Pipeline individually, or in bulk.

Authorize your email address (Gmail, G-suite, Outlook or custom SMTP) to start reaching out to your potential customers with the built-in sequence flow.

Plus, you can create your own Email Templates & manage the same for various campaigns. There’s no limit to how many templates you can manage in your account.

Tapdesk boasts a built-in scheduler app. You can create the events & simply share the link in your email campaigns with your leads.

And they can schedule the calls with you right from the email they’ve received from you.

You can keep track of all the events booked within your Tapdesk portal, manage the events & reschedule if needed.

This is not just for you, but you can manage the whole team from a single screen.

Having the native integrations with Zoom, Google Meets, Go to Webinar, Slack etc. makes your life easier for you & for your leads to book calls with you easily.

You can create & share the invoices with the clients, without having to leave the Tapdesk portal.

Plus, you can always have a close check on how each of your team member is performing with the built-in analytics.

It’s time to stop reading & start selling. Get Tapdesk for just $59/lifetime today

Deal Highlights

  • Manage Unlimited Contacts
  • Lead Generation Campaigns
  • Sales Pipeline Management
  • Bulk Email Campaigns
  • Manage Multiple Users
  • Schedule Unlimited calls with the built-in Scheduler
  • Third-party Integrations
  • Private Sub-domain
  • All the templates & integrations are included
  • 30 days refund policy

PS: Join us to learn "Generate Leads, Follow & Close them in one-go with Tapdesk" on the 24th of Aug, at 9 am EST Here's your link to Sign up for the Webinar




man-user

Waldek five-review

1 year ago   |   verifed user Verified Buyer

Perfect. Zen.

I have used several different CRM systems over the past years. For various reasons changed them, sometimes they lacked some functionality, but most often it was an excess of them, a feeling of constant fatigue and overwhelming during everyday use. Many CRMs enforce a separate db for Contacts and Organizations. Sometimes it is difficult to combine them in Leads, opportunities, clients. That's why I was still looking for a new CRM to manage Leads. I'm not looking for more. Tabdesk is perfect. Clean, enjoyable UI. Efficient at work. Ideal.


Clap You must login to Clap


man-user

Alex five-review

2 years ago   |   verifed user Verified Buyer

I have been looking for a HubSpot alternative

In one of my businesses, we use HubSpot - which I really like. However, it's very expensive. I thought I'd take the shot on Tapdesk and I'm pleasantly surprised!

First, I love the ability to generate leads through Tapdesk. It runs a search for me based on the criteria I set and Tapdesk can extract contact information. I export the phone numbers and enroll them into my calling campaigns.

Then, I can manage my pipelines, contacts, and campaigns with ease. Being able to add custom tags is a MUST for me. I track information that most CRMs don't allow for unless I can use custom tags. This feature is very important to me.

Overall, I'm very impressed with Tapdesk. I would encourage anyone who is looking for a CRM to try it.


Claps You must login to Clap

1 Reply

man-user

Ogbonnaya Ngwu

2 years ago  Founder

@Alex: Thanks for reviewing Tapdesk, Alex. Many people have switched over from HubSpot, and other CRMs. Glad you are one of them. We are launching new features in the upcoming weeks and I cant wait for you to try it.


Clap You must login to Clap


man-user

Carl five-review

2 years ago   |   verifed user Verified Buyer

Strong support and great product

I was hesitant at first, but so glad I pulled the trigger on this. Tapdesk is the CRM I've been hunting out for years. It has everything I need as a solopreneur and is already helping me convert potential customers. The team is quick to respond and have helped me resolve any issues I had during setup. Great product, great team. Definitely pick this up if you don't have a good CRM yet.


Clap You must login to Clap


man-user

Ben B. five-review

2 years ago   |   verifed user Verified Buyer

Got My Vote👍🏾

I have been using Tapdesk for a few days now p, so I’m just getting going with it but think it will be a great addition to my business.

What I like so far is how easy it is to use. Plus, it’s a great tool for finding leads and tracking them through the entire process. I also love how everything is integrated together into one user friendly app.


Clap You must login to Clap


man-user

Vincent five-review

2 years ago   |   verifed user Verified Buyer

Awesome !

I am not (yet) keen with CRM and Tapdesk offers a great and fast support making it the best option for me.


Claps You must login to Clap


man-user

Shane

2 years ago   |  verifed user Verified User

Hi,

What are your current integrations? Do you integrate with quickbooks and shopify?

Also what is the ETA on this feature? "Invoicing & Payment processing (coming soon)"


Clap You must login to Clap


man-user

Yan

2 years ago   |  verifed user Verified User

Hi, can you elaborate on the "ai automation and "flows" feature?

In addition, please consider re-package the deal - all features in the product should be available on all codes, giving users a half product shouldn't be an option... just reduce the limits for the lower tiers.


Clap You must login to Clap

6 Replies

man-user

Ogbonnaya Ngwu

2 years ago  Founder

@Yan: Hello Yan, Tapdesk Flows allows you to automate workflows in your account. You can setup a drip email campaign, automate lead assignments, notes, tasks, and automate most manual actions on Tapdesk.


 

Clap You must login to Clap

man-user

Yan

2 years ago

@Ogbonnaya Ngwu: Thanks for replying.

I've looked around the website and I'm quite impressed. I got some more questions if I may, please take the time to answer fully:

1. Can you elaborate on the Ai automation and analytics features as well? what do they do?

2. I see the analytics is "coming soon", any ETA?

3. Do you support webhooks? I have leads incoming from a third-party form builder on my site that allows me to put a webhook URL for the receiving side in order to transfer the submitted data, do you have it? (or any other option I could connect the data from my form?)

4. similar to the above - is it possible to integrate with my email marketing platform (Encharge) and my outreach platform (Sales.Rocks)?

5. support SMTP - sending emails via my address?

6. is it possible to customize the sales pipeline stages (change their name, add more stages, etc.)?

7. could I customize and add data to the contacts like - lead rating, customer lifetime value, add special notes etc

8. Lead source - do I have this data here / could I add it? I'd like to check the segmentation later on to see from which channel I get the most leads, and which is the most profitable. Is it possible here?

9. Do you support Sun-Sat calendar? (where Sunday is the first week day)

10. Is it possible to use the tool in any language? if so, does it support RTL text (for Arabic, Hebrew)? starting from settings tasks to the design of the invoice.

11. If everything checks here, I go in with the highest tier so I would like to know a bit more about the company - please tell me, how long you guys exist? what's the current MRR? how many employees?

could we count on you to fulfill the roadmap, keep supporting the product and maintain the promise for the LTD users?

12. Will the LTD users get all future updates as well?

Thank you very much.


Clap You must login to Clap

man-user

Ogbonnaya Ngwu

2 years ago  Founder

@Yan: Thanks for checking us out. Here are answers to your questions:

1. As stated earlier, automation lets you automate your typical workflows. For instance, if when you add a new contact, you send an email to them, then add reminder to call them in 2 days, then send an email to them 3 days later. If they reply, you assign it to one of your sales agent, create a new deal and create a task to check on deal process in 2 weeks. With flows, you can build an automation to do all these complex tasks and it will be triggered every time you add a new contact, you won't perform the actions manually.

We are expanding our AI tech to understand users and create automations for them. For instance, our beta users are getting suggestions based on their daily actions. Typically it learns your daily activities and see actions you perform frequently, then creates a flow based on that and suggests it to you. If you like it, you activate the suggested flow or you can discard it.

2. We are doing our best to launch features as soon as possible. We plan to launch analytics next year. At the moment, I can't provide an exact date.

3. We don't support web hooks at the moment. However, we are working on an API that you can use. We willl also launch Zapier and Pabbly Connect Integrations next year. We will also be launching a lead capture form feature that you can use on your website. Many options will be available to accomplish this.

4. Tapdesk has a native email marketing feature including an easy to use email editor. We do not integrate or plan to integrate with external email marketing tools. If you need assistance using it, our support team can help you out.

5. Yes, we support SMTP.

6. Yes you can customize your sales pipelines, edit stage names, and add new columns. When you create a pipeline, it creates it with our default template which has three simple stages. However, you can create your own template in Pipeline settings. Then select the template when creating a new pipeline and the pipeline will be created with that template instead of a default one. If you already created a pipeline with the default, you can simply edit the names and add more columns to meet your needs.

7. Yes we have both custom fields and custom tags. These are in contact settings, you can add custom fields for different data types, numbers, texts, dropdown, checkboxes, currencies, dates, etc.

8. We don't have a native data point for lead source, However, you can create a custom field for lead source and set it to the required value when importing the contacts to Tapdesk.

9. Yes. The default calendar view starts with Sunday and ends with Saturday. You can customize calendar from the calendar settings page in App center.

10. Tapdesk is only available in English (US), English (UK), and Spanish. We do not support Hebrew and Arabic at the moment.

11. We typically do not publicize our company financial details. We plan to fulfill our roadmaps and support the tool longterm. Tapdesk is a product of Ayulla Inc. We have been in business since 2018 and have experience building large scale products like this one. Tapdesk launched in 2020 and has met great success. I understand from experience, that LTD software go out of business when the founders are no longer able to support the product's financial cost. This will not be the case here as LTD customers make up less than 5% of our user base.

12, LTD customers will not get any new features. However, they will get all updates for all features included as part of our LTD offering. This means all the features like Flows will be available to LTD customer who purchase a plan with flows features. However, we have other feature outside the ones listed here that will not be included In any LTD plan.

Hope this answers your questions. Let me know if you'd like me to clarify anything.

Happy holidays!


 

Clap You must login to Clap

man-user

Yan

2 years ago

@Ogbonnaya Ngwu: Yes, I appreciate the detailed information!

Would like some clarifications on these:

3. So *currently*, there are no integrations which I will be able to connect to my leads form. Is that correct or did I got it wrong?

8. Ok. Assuming I add additional custom field for lead source, and add a custom field for lifetime value - is there an option to sort / filter, so I could check which source adds up to be most profitable?

10. Didn't mean the front end (the software itself) but about being able to write and add the inputs in my language. Usually it should be ok by default, but I ask this mainly because the invoice feature which I'd like to create in my language and have RTL text supported.

12. Regarding the updates - yes, makes sense. Regarding the features - what other features are planned that will not be included for the LTD users?

Thanks again and happy holidays!


Clap You must login to Clap

man-user

Ogbonnaya Ngwu

2 years ago  Founder

@Yan:

3. Yes, that is correct. If you need lead forms or early access to API, our team can add custom codes to your workspace that will achieve that. However, custom implementations are not included in our LTD offering. It's only available in our Enterprise Plan (which requires a minimum of 10 licenses).

8. We are adding a filter that you can use to achieve that. Currently, you can't sort or filter your contacts.

10. Most user input fields in Tapdesk will accept any language. However, I can't 100% assure you that it will display the data in RTL format. We have users that have said it does, I haven't confirmed this myself. Of course, you can use our 14-day free trial to evaluate the product and ensure it presents your data in the format you'd like. We will possibly bring RTL support soon as we have a significant number of users with Arabic as their primary language.

12. Unfortunately, I can't disclose that at the moment either. We typically only disclose upcoming features that we are very certain will be deployed to our users. Otherwise, we risk hyping up the hopes of our users and if we fail to deliver, it could be disappointing and may damage our business reputation.


 

Clap You must login to Clap

man-user

Yan

2 years ago

@Ogbonnaya Ngwu: All clear. Thank you!


Clap You must login to Clap


man-user

Sergio

2 years ago   |  verifed user Verified Buyer

Hi,

I really like Tapdesk and I want to buy the deal, but I have the following doubt:

I need these features but I only want to apply for 2-5 users

Flows feature

Tapdesk analytics (coming soon)

Invoicing & Payment processing (coming soon)

How many codes do I have to stack?

Thanks!


Clap You must login to Clap

3 Replies

man-user

Ogbonnaya Ngwu

2 years ago  Founder

@Sergio: Hey Sergio, thanks for checking out Tapdesk. For those feature, you will need to stack 4 codes.


 

Clap You must login to Clap

man-user

Sergio

2 years ago

@Ogbonnaya Ngwu: Thanks for your answer.

One more question:

If I buy 4 codes, is it possible to add my 3 businesses? (consultant, virtual assistant and sale of digital products)

Thanks


Clap You must login to Clap

man-user

Ogbonnaya Ngwu

2 years ago  Founder

@Sergio: Tapdesk accounts are tied to one single business. Multiple businesses will require multiple accounts.


 

Clap You must login to Clap


man-user

Eduardo

2 years ago   |  verifed user Verified User

Hi! does it work well in brazilian portuguese? does the system have that language too?


Clap You must login to Clap

1 Reply

man-user

Ogbonnaya Ngwu

2 years ago  Founder

@Eduardo: thanks for checking out Tapdesk. We currently support English and Spanish languages. We currently don’t have a Portuguese version. You can access Tapdesk from anywhere including Brazil and lead search can also find individual and business leads in Brazil.


 

Clap You must login to Clap


man-user

Hector

2 years ago   |  verifed user Verified User

It would be wise to improve this deal. We are early adopters and this product cant be better because I am assuming you focus on a certain niche of saas crm products which means that standing out in your field would be better if you improved limits or had us operate more than one business with each code. Being able to have a full functioning startup and doing all the technical work behind it does not equal having a practical sense on how to do business and it shows on the pricing of your product.


Claps You must login to Clap


man-user

Govind

2 years ago   |  verifed user Verified User

Are the Tapdesk credits one time or rollover?


Clap You must login to Clap

1 Reply

man-user

Sampath Administrator

2 years ago

@Govind: They are monthly credits renewed at the beginning of every month.


Clap You must login to Clap


man-user

John Tran

2 years ago   |  verifed user Verified User

Any plans on a higher LTD limit? like a completely unlimited one or more code stacking?


Clap You must login to Clap

3 Replies

man-user

Ogbonnaya Ngwu

2 years ago  Founder

@John Tran: Hey John, thanks for asking. Currently, there is no plan to add more codes.


 

Clap You must login to Clap

man-user

Question

2 years ago

@Ogbonnaya Ngwu: Please consider unlimited users. We are ready to buy more codes.


Clap You must login to Clap

man-user

Ogbonnaya Ngwu

2 years ago  Founder

@question: Hello, thanks for checking out Tapdesk. Unfortunately, we can't guarantee we will provide unlimited seats for users for our LTD plans because our paid plans are priced based on number of users in the account.


 

Clap You must login to Clap


man-user

Ahnna

2 years ago   |  verifed user Verified User

Can you please intergate with QuickPage.io email? So that emails can be sent via quickpage?


Clap You must login to Clap

1 Reply

man-user

Ogbonnaya Ngwu

2 years ago  Founder

@Ahnna: Hi Ahnna, we will look into integrating Quickpage with Tapdesk. If you don’t mind, can you send an email to [email protected] detailing how you use Quickpage. This will help our developers in creating a very seamless integration.


 

Clap You must login to Clap


man-user

Carl

2 years ago   |  verifed user Verified Buyer

Just want to clarify, because I'm reading mixed messages. I have a Company with two very stand alone products / platforms. If I was to stack two codes, can I use Tapdesk on both as separate subdomains, splitting the 5 users between them?


Clap You must login to Clap

2 Replies

man-user

Ogbonnaya Ngwu

2 years ago  Founder

@Carl: Tapdesk accounts are expected to be used by one team. So when you purchase a plan here, it will be activated for one subdomain. If you will like to use Tapdesk on two separate domains, you can purchase 2 Tier 1 plan instead of Tier 2 plan.

We previously processed requests to split a plan into multiple 2 or more accounts for the first set of users that purchased the deal. We are no longer accepting the special request.


 

Clap You must login to Clap

man-user

Carl

2 years ago

@Ogbonnaya Ngwu: Thank you for the quick response. While I get it, that’s a shame you’re not offering that anymore. I’m after the flows feature, and don’t want to buy 2 x 2 codes so will pass on this. Thank you.


Clap You must login to Clap


man-user

Sonny Faro

2 years ago   |  verifed user Verified User

where can we see the past webinar


Clap You must login to Clap

1 Reply

man-user

Ogbonnaya Ngwu

2 years ago  Founder

@[email protected]: Thanks for checking out Tapdesk. You can find the webinar replay here https://vimeo.com/591863123


 

Clap You must login to Clap


man-user

Lincoln Islam

2 years ago   |  verifed user Verified Buyer

i sent a question via your ticket system but never got any reply.


Clap You must login to Clap

1 Reply

man-user

Ogbonnaya Ngwu

2 years ago  Founder

@Lincoln: I apologize for late reply. Our team is currently seeing a surge in support requests and currently helping new users with on-boarding. I will take a look at the tickets and send a response to you soon. Support tickets are prioritized for enterprise customers. Please use the support chat in future to get connected immediately with a support agent or send an email to [email protected]


 

Clap You must login to Clap


man-user

Vincent

2 years ago   |  verifed user Verified Buyer

Hello

- I am not a marketer but I am looking for CRM to help the flow of mailing and invitation and I am a novice on that. Will Tapdesk help me for that?

- Do you respect GPDR and will you confirm in a document? Does my contacts stay private and how do you deal privacy?

- In which directory is the search looking for? Public? Your future clients? Do you include medical and science professional?

- Will Tapdesk business be seen by my clients or communication to clients will use my design only?

Thanks


Clap You must login to Clap

3 Replies

man-user

Vincent

2 years ago

@Vincent: it seems that plan 2 is enough for me but i may need some support to set it in. Can you tell me liitle bit about priority support . Thanks


Clap You must login to Clap

man-user

Ogbonnaya Ngwu

2 years ago  Founder

@Vincent: Thanks for checking out Tapdesk. During high volume support times, priority supports ensures our support team members focus on solving your problems first ahead of other users needing assistance. Support emails from people with priority support also get response under 30 minutes.


 

Clap You must login to Clap

man-user

Ogbonnaya Ngwu

2 years ago  Founder

@Vincent: Yes Tapdesk includes email marketing tools that you can use. Our support team can help you settle in and get a hang of it.

We respect GDPR and your contact data remains private to you. We act as your Data Controller and all GDPR requirements applies to all contacts you add to Tapdesk. Please take a look at our Data Processing Agreement here => https://legal.tapdesk.io/data-processing-agreement/

Search uses public directory and publicly available data we get from crawling and indexing thousands of pages per day.

When you send emails, we do not brand it with Tapdesk. Your clients will only see your business name.


 

Clap You must login to Clap


man-user

Aric

2 years ago   |  verifed user Verified User

Regarding the scheduler:

1. Can the calendar be embedded on our own website for booking?

2. Can we collect custom field data for each booking?


Clap You must login to Clap

1 Reply

man-user

Ogbonnaya Ngwu

2 years ago  Founder

@Aric: Custom field data will be available next week (currently being tested by accounts in our beta program).

Calendar embedding is currently in our roadmap.


 

Clap You must login to Clap


man-user

Hector

2 years ago   |  verifed user Verified User

Tier 2 has 5 users but i want to know how many workspaces i can have for each user. I want to have Business x1 for a real estate business , business x2 for catalog sales and business x3 for a consulting agency. Am I able to use all these and more seperate businesses with 2 codes? And some of the vital questions have been asked. please answer


Clap You must login to Clap

1 Reply

man-user

Ogbonnaya Ngwu

2 years ago  Founder

@Hector: Hector, unfortunately, the plans are meant to be used by one domain. However, if you make the purchase, you can send a message to our support team and they can help you split the plans into multiple domains.


 

Clap You must login to Clap


man-user

Jasim

2 years ago   |  verifed user Verified User

1. How many sending domains are allowed in tier 4?

2. Can we manage all the sending domain from a single user dashboard?

3. How many emails we can send daily using a single sending email?

4. What SMTP do you use to send email?


Clap You must login to Clap

1 Reply

man-user

Ogbonnaya Ngwu

2 years ago  Founder

@Jasim: We allow unlimited domains for campaigns. So you can use different domains across different user accounts. Only thing is you are required to verify you own those domains before using them to prevent someone using a domain that doesn't belong to them to run campaigns on our platform.

If you add the domain, you will be able to manage it. Once you add and verify a domain in your workspace, any user in your workspace can add an email identity from that domain without verification.

Emails you can send are not limited daily. However, if you are using a native campaign that involves native clients like Gmail, Yahoo, etc, you will need to abide by limits of those email clients. For instance, Gmail has a limit of 500 per day and Tapdesk can't go above that limit. You can set the daily limit for a campaign yourself when sending a native campaign to avoid exhausting your email client limit completely.

To send direct email to your contacts, you can integrate Gmail, Yahoo, Outlook, and iCloud. We also allow you to add a custom email server's IMAP and SMTP settings to be used for receiving and sending emails to clients directly from your workspace.


 

Clap You must login to Clap