Tapdesk Reviews 2022

What do you like best about Tapdesk?

One of my favorite features of Tapdesk is that I can create a very customized search to find prospects. Tapdesk even finds phone numbers of the businesses and must grab their ratings off of Google. I can export these contacts and enroll them into my campaigns. This feature alone has saved me many hours of prospecting. On top of that, the CRM is very robust. I track certain criteria in the custom tags – which has made my life much easier.

Love the product! I have been hunting for a great, lightweight CRM for a long time, and I finally think this is it. Easy to set up, add contacts, create pipelines and custom fields / tags. Campaigns are easy to set up and implement also.

With Tapdesk, I can find and manage leads, as well as uncover new opportunities, and follow up with my contacts. Tapdesk also allows you to track your sales pipeline and identify opportunities for growth. The best part about Tapdesk is that they have great support and their executive team seems to be serious about building it into a marquee product.

I was in the process of moving my company when I read about tapdesk. It was a perfect solution for my customer database, a tool with quick access and reminders. They offer great customer service too – very responsive. No company that’s hurting to increase their productivity should be without tapdesk. It was a professional decision to make and I’m never going back.

What do you dislike about Tapdesk?

That I can’t change my headers of contacts

I wish I could find more executive contacts through the reveal contacts function. But based on my interactions with their support team I’m confident that feature will improve.

I had a few challenges at set up, but the team was super quick to support me!

A very small item: I wish the business search export included the location of the business (city and state).

Nothing so far. Hard to find something, the most requested feature for me is adding Clients db near to Leads db

What problems is Tapdesk solving and how is that benefiting you?

Pros

Adding contacts is seamless, custom field placeholders in campaigns saving me a lot of time.

The most important aspect of sales operations is closing the deals part. At this point Tapdesk contributes so much to our sales channels.

Cons

I think their could be a bit of work in the automation of campaigns, but I know this is on the road map.

We would be extremely please if there were a desktop program version of Tapdesk.