Tapdesk

Tapdesk is an AI-powered CRM software built with a focus on businesses and sales teams. Its main function is to boost efficiency and produc...

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What is Tapdesk?

Tapdesk is an AI-powered all-in-one CRM software designed to revolutionize sales processes for businesses and sales teams. It leverages powerful machine learning and deep learning algorithms to instantly find relevant, high-priority leads tailored to your niche in under 3 seconds, cutting lead research time by 90%. The platform streamlines every step from lead generation to deal closure with intuitive tools for pipeline management, automated follow-ups, and real-time analytics.

Key features include a genius search engine for business and individual leads with verified contacts, customizable sales pipelines using drag-and-drop interfaces, Tapdesk AI for automating complex tasks, email campaigns with bulk sending and statistics, integrated calendar and scheduler for appointments, and advanced analytics for performance insights. Deal management offers note-taking, activity scheduling, and file handling, while cloud-based access ensures mobility and scalability with zero downtime.

Built for sales professionals, hardcore sales teams, startups, small businesses, and enterprises, Tapdesk enhances efficiency, boosts closing ratios, and provides collaboration tools like team workspaces and personalized subdomains. It helps nurture prospects, organize pipelines, monitor sales activities, and make data-driven decisions to skyrocket productivity and revenue.

Tapdesk eliminates manual lead hunting, offering features like lead scoring, task management, segmentation, and Flows for automation. With high-priority support and extensive storage, it's ideal for teams seeking to monitor goals, track usage data, and scale operations seamlessly.

Tapdesk pricing

Pricing model: Freemium

No free tier. Team plans: Gold Plan at $69.99 per user/month (1000 basic business searches, 100 advanced with contacts, 50 individual searches, 300 tokens, pipelines, AI, campaigns, calendar, collaboration, 200GB storage). Automation Plan at $129.99 per user/month (2000 basic, 200 advanced, 70 individual, 500 tokens, plus automation, Flows, Analytica, invoicing, 300GB). Enterprise Plan (custom): 5000 basic, 500 advanced, 100 individual, 1000 tokens, SSO, unlimited storage, dedicated support. Individual basic mentioned elsewhere at $19.99 but focus on team.

Tapdesk pros

  • AI-powered lead search in 3 seconds
  • 90% reduction in lead research time
  • Verified contacts for business leads
  • Drag-and-drop pipeline management
  • Automated client follow-ups
  • Customizable sales stages
  • Bulk lead import and export
  • Email campaigns with statistics
  • Integrated calendar scheduler
  • Real-time sales analytics
  • Cloud-based mobile access
  • Team collaboration workspaces
  • Tapdesk AI automation features
  • Deal activity scheduling
  • File storage up to unlimited
  • High priority support
  • Personalized subdomains
  • Flows for workflow automation
  • Tapdesk Analytica insights
  • Invoicing and payments

Tapdesk cons

  • No free tier mentioned
  • Pricing starts at $69.99/user/month
  • Limited searches in basic plans
  • Tokens system for AI usage
  • No integrations listed currently
  • Enterprise plan details vague
  • Requires Tapdesk AI for Flows
  • Team plans for groups only
  • No mobile app specified
  • Support business hours mainly

Frequently asked questions about Tapdesk

What is Tapdesk's lead search genius?

Tapdesk's search genius uses machine learning to find relevant business and individual leads with verified contacts in under 3 seconds, providing up to 30-50 results per search based on plan, tailored to your niche for maximum relevance.

How does pipeline management work in Tapdesk?

Pipeline management features list and card views of active/archived pipelines with stats, drag-and-drop to move deals across stages, deal views for notes, activities, files, and customization for personalized sales processes.

What is Tapdesk AI?

Tapdesk AI powers lead finding, automation, Flows, and complex computations reliably and fast, included in all team plans with token-based usage (300-1000 tokens per user/month depending on plan).

Does Tapdesk support email campaigns?

Yes, campaigns feature allows designing promotional emails, newsletters, bulk emailing, with statistics and tracking, included in Gold and higher plans.

What scheduling tools does Tapdesk offer?

Includes calendar feature and Tapdesk Scheduler for appointments, reminders, with integration potential like Zoom for meetings and webinars.

How much storage is available?

Gold: 200GB, Automation: 300GB, Enterprise: unlimited file storage per workspace.

Is Tapdesk cloud-based?

Fully cloud-based for on-demand access anywhere, anytime, with scalability, cost savings, and zero downtime.

What analytics does Tapdesk provide?

Tapdesk analytics visualizes sales data, goals, user performance, usage trends; Analytica in Automation/Enterprise for deeper insights.

Can teams collaborate in Tapdesk?

Yes, team workspaces, collaboration tools, shared pipelines/contacts, personalized subdomains, suitable for startups to enterprises.

What support is offered?

High priority support for team plans, dedicated agent for Enterprise, plus online resources, docs, webinars.

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