AI TOOL PROFILE
Tapdesk: AI-Powered Sales CRM
- Sales
- CRM
- Freelancers
- Startups
- Small business sales teams
- Mid-market companies
- Enterprise sales organizations
Pricing
Pricing starts at $29.99 per month for the Basic Plan. Higher tiers include the Gold and Automation plans for individuals and teams. Enterprise pricing is custom upon contact.
At a glance
- Best for
- Freelancers, Startups, Small business sales teams, Mid-market companies, Enterprise sales organizations
- Key use cases
- Lead Acquisition, Sales Pipeline Tracking, Client Communication, Sales Performance Monitoring
- Official website
- Visit tapdesk official website
How AI is used
Tapdesk is a cloud-based CRM designed to assist with lead acquisition and pipeline tracking. It uses an AI tool called Search Genius to help identify leads and industry influencers within a specific niche.
The software supports a range of users, from freelancers and startups to larger enterprises. It provides a centralized place to track deals, manage contacts, and handle administrative tasks such as invoicing and scheduling.
Beyond lead finding, the tool supports visual pipeline management where users can move deals through different stages. It also includes analytics to help users monitor sales data and team performance.
Buyers should confirm the search limits and token allocations on each plan, as the volume of AI-powered lead searches varies between the Basic, Gold, and Automation tiers.
Key Features
Search Genius AI
An AI-powered lead generation tool designed to help find relevant leads and industry influencers.
Pipeline and Flow Management
A visual interface that supports drag-and-drop movement of deals across different sales stages.
Sales Analytics
Tools for visualizing sales data, user performance, and goal tracking to support real time decisions.
Automated Follow-ups
A system designed to handle client follow-ups automatically.
Integrated Business Tools
Includes built-in features for invoicing, payment processing, and a scheduling calendar.
Campaign Management
Supports the creation of campaigns with bulk emailing and performance statistics.
Use Cases
Lead Acquisition
Using Search Genius AI to identify potential customers and influencers in a specific niche.
Sales Pipeline Tracking
Organizing active deals and monitoring their progress through a visual drag-and-drop flow.
Client Communication
Managing bulk email campaigns and scheduling follow-ups with prospects.
Sales Performance Monitoring
Using analytics to review usage and sales data to help inform process adjustments.
FAQ
What is Tapdesk Search Genius?
- Search Genius is an AI-driven tool within Tapdesk designed to identify relevant leads and industry influencers for a business.
Does Tapdesk offer different plans for teams and individuals?
- Yes, Tapdesk has individual plans starting at $29.99/month and team plans starting at $69.99 per user/month.
What business functions are included beyond CRM?
- Tapdesk includes tools for invoicing, payment processing, and a scheduling calendar.
Source category: Sales
Source subcategory: CRM
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