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Tapdesk
A CRM that generates leads for your business

What is Tapdesk?

Tapdesk utilizes powerful machine learning and deep learning algorithms to identify leads that are both relevant to a specific business and current within its niche. This AI-driven approach, called Search Genius, significantly reduces lead research time, improving productivity and efficiency for sales teams.

The platform provides tools for pipeline, flow, and deals management, offering a clear view of the sales process and enabling efficient organization of leads. Advanced analytics provide valuable insights into sales data, empowering users to make informed decisions and optimize their sales strategies. Tapdesk is fully cloud-based, allowing access to information from any location at any time.

Features

  • Search Genius: AI-powered lead generation that identifies relevant and current leads.
  • Pipeline Management: Organize and visualize active and archived sales pipelines.
  • Flow Management: Organize deals within pipelines using drag-and-drop functionality.
  • Deals Management: Track deal progress, schedule activities, and manage associated files.
  • Advanced Analytics: Provides insights into sales data and user performance.
  • Cloud Computing: Access the platform and its features from anywhere with an internet connection.
  • Contacts Management: Centralized System to manage and organize contact.
  • Campaigns Management: Centralized System to manage and organize Campaign.
  • Invoicing: Create and send invoices to clients

Use Cases

  • Identifying high-quality leads for businesses in various niches.
  • Streamlining the sales process and improving closing ratios.
  • Organizing and tracking leads through customizable sales pipelines.
  • Analyzing sales data to identify trends and optimize strategies.
  • Managing customer relationships from initial contact to deal closure.
  • Remote sales team collaboration and data access.

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