All-in-one CRM software that helps you find leads, nurture them in your pipeline and close deal fast

Finding the right leads

Searching for leads in Tapdesk is pretty simple. You enter a few keywords related to your search. Our super intelligent AI finds individuals or businesses matching your search. It goes a bit further to perform additional tasks to preliminary selections to ensure that the final results you get are current and highly relevant to your business.

• Easy navigation saves time and increases productivity.

• Search history keeps track of all your searches and search results.

• Quickly add your results to pipelines, contacts, and do so much more.

• Discover Decision Makers Search is a breakthrough feature that finds relevant decision makers in an organization.

Managing leads
in your sales process

Being organized helps you improve the quality of work that you do and meet deadlines consistently. Tapdesk pipelines shows you where a deal has been and provide you with tools to determine where it goes next. It’s designed to enhance your efficiency in your workplace.

• Keep track of your entire sales pipeline cycle. From prospection to negotiations and finally the close

• Customize your pipeline to suit your specific sales process.

• Deal flow lets you keep track of every interraction that has occurred in a deal.

• Share your pipelines with team members in your workspace and collaborate effortlessly.

Contacts management

Contacts provides a very efficient way for managing your clients and contacts while eliminating the need for a secondary contact manager. You can easily segment them into groups and perform even more robust actions specific to a group of customers in your database.

• Easily import and export contacts in and out of your CRM.

• Contact profiles has all the important details you need about your customers.

• You can build contact groups within the CRM or simply import them to categorize your customers accordingly.

• Easily add contacts to Pipelines, contact groups, and even create reminder to let you know when to reach out to them.

Create and send
stunning email campaigns

Communicating with your amazing customers is very important and Tapdesk Campaigns makes this process easy and effective so you can get most out of it. Real time analytics helps you make data-driven decisions for your business easily.

• Reach all your customers through personalized email campaigns.

• Get real-time performance data on your email campaigns at all times.

• Choose from a wide selection of visually stunning email templates to create beautiful email campaigns

• Automatically schedule when email campaigns should be sent out to your email list without worries.