AI TOOL PROFILE
Tapni: Digital Business Card and Lead Capture Software
- Sales
- Lead Generation
- Sales Teams
- Marketing Agencies
- Professional Services Firms
- Field Sales Representatives
- Event Networking Teams
Pricing
Pricing includes a free basic plan, a Pro plan at $2.49/month, Business plans at $4.99 per user/month, and Enterprise plans starting at $5,999 per year.
At a glance
- Best for
- Sales Teams, Marketing Agencies, Professional Services Firms, Field Sales Representatives, Event Networking Teams
- Key use cases
- Event Networking, Lead Capture Automation, Corporate Brand Management, Digitizing Physical Cards
- Integrations
- Salesforce, HubSpot, Microsoft Dynamics 365, Pipedrive, Zoho
- Official website
- Visit tapni official website
How AI is used
Tapni is a digital networking tool that uses NFC-enabled cards, QR codes, and digital profiles to share contact details, social links, and professional pitches. The recipient does not need an app to receive the information.
The software is designed for sales professionals, marketing agencies, and professional services firms. It includes lead capture forms and an AI-powered scanner to digitize existing paper cards.
For teams, the platform provides a central dashboard to manage member profiles and monitor networking activity. This helps maintain brand consistency across an organization while allowing team members to update their details in real time.
Buyers should confirm whether their current CRM supports the available direct integrations and evaluate which pricing tier fits their requirements, as team management and automation features are available in paid plans.
Key Features
NFC Tap Sharing
Allows users to share their digital profile by tapping an NFC-enabled card against a smartphone.
AI-Powered Card Scanner
Designed to scan paper business cards and event badges to convert them into digital contacts.
CRM Auto-Sync
Supports the transfer of captured leads into connected CRM platforms to reduce manual data entry.
Lead Capture Forms
Forms on digital profiles that allow contacts to provide their information during a networking exchange.
Team Management Dashboard
A centralized workspace for administrators to manage user profiles, branding, and lead ownership.
Digital Wallet Integration
Supports adding digital business cards to Apple and Google Wallet for access without opening the app.
Use Cases
Event Networking
Using NFC cards or QR codes to exchange information at trade shows and conferences.
Lead Capture Automation
Collecting contact details via profile forms and syncing them to a CRM for follow-up.
Corporate Brand Management
Maintaining consistent professional profiles and email signatures across a sales team.
Digitizing Physical Cards
Using the AI scanner to convert paper business cards into a digital database.
Integrations
- Salesforce
- HubSpot
- Microsoft Dynamics 365
- Pipedrive
- Zoho
- Odoo
- Google Workspace
- Microsoft Azure
- Slack
- Okta
- Google Analytics
- Meta Pixel
FAQ
Does the other person need the Tapni app to receive my info?
- No, the recipient does not need an app; they can simply tap your NFC card or scan your QR code.
Which CRMs does Tapni integrate with?
- Tapni supports integrations with Salesforce, HubSpot, Microsoft Dynamics 365, Pipedrive, Zoho, and Odoo.
Is there a free version of Tapni?
- Yes, Tapni offers a free plan for individuals, which includes limited scans and Tapni-branded templates.
Can I update my information after the physical card is printed?
- Yes, you can update your digital profile at any time via the app, which supports digital workflows without needing to reprint cards.
Source category: Sales
Source subcategory: Lead Generation
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