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features
design
support

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Description

Our cloud-based, enterprise-level appointment scheduling and visitor management platform combines on-location and digital channels. It provides self-service booking and curbside pick up, online and physical queuing as well as callback requests, wait time tracking, virtual meeting support, and contact center integration. This personalized experience, whether in person or digitally enhances client engagement, increases revenue generating opportunities and balances workforce staffing. It also provides key insights that organizations can't capture using their CRMs or calendars. We are the frictionless layer that sits on top of all those technology pieces, allowing for meaningful connections through a simpler engagement process.

Description

Tapdesk is a CRM tool that allows you to search for leads and streamline your sales process. This will allow you to spend more time closing deals and save money. It is designed for sales professionals and companies with a sales team. Tapdesk is powered AI and our Machine Learning algorithm provides relevant data to help you increase productivity and reduce waste. Our unique search engine allows users to search for potential customers and decision makers based on multiple criteria. Tapdesk is designed for finding leads that are relevant to you and your niche. Tapdesk AI is designed to simplify complex processes that require many computational steps. Tapdesk AI is reliable and fast. This experience is truly amazing, and we simply call it genius.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Cisco Webex Yes 
Facebook Yes 
Gmail Yes 
Google Analytics Yes 
Google Calendar Yes 
Google Hangouts Yes 
Microsoft 365 Yes 
Microsoft Outlook Yes 
Postmark Yes 
Salesforce Yes 
Twilio Yes 
Zoom Yes 

Integrations

Cisco Webex No 
Facebook No 
Gmail No 
Google Analytics No 
Google Calendar No 
Google Hangouts No 
Microsoft 365 No 
Microsoft Outlook No 
Postmark No 
Salesforce No 
Twilio No 
Zoom No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$9.99/month/user
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Coconut Software Corporation

Founded

2007

Country

Canada

Website

www.coconutsoftware.com

Vendor Details

Company Name

Ayulla

Founded

2017

Country

United States

Website

tapdesk.io

Product Features

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling Yes 
Calendar Sync Yes 
Client Database Yes 
Group Scheduling Yes 
Mobile Access Yes 
Multi-Location Yes 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments Yes 
Room Booking Management Yes 

Customer Experience

Action Management No 
Analytics Yes 
Customer Segmentation No 
Dashboard Yes 
Feedback Management Yes 
Knowledge Management No 
Multi-Channel Collection Yes 
Sentiment Analysis No 
Survey Management Yes 
Text Analysis No 
Trend Analysis Yes 

Visitor Management

Alerts/Notifications Yes 
Badge Management No 
Document Management No 
ID Scan No 
Pre-Registration Yes 
Registration Management Yes 
Self Check-in Yes 
Visitor Tracking Yes 
Watch List Yes 

Product Features

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling Yes 
Calendar Sync Yes 
Client Database Yes 
Group Scheduling Yes 
Mobile Access Yes 
Multi-Location Yes 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments Yes 
Room Booking Management Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Customer Engagement

Analytics Yes 
Churn Management Yes 
Communication Management Yes 
Community Management No 
Content Syndication No 
Feedback Collection Yes 
Gamification No 
Live Chat Yes 
Video Content Yes 

Customer Experience

Action Management Yes 
Analytics Yes 
Customer Segmentation Yes 
Dashboard Yes 
Feedback Management Yes 
Knowledge Management Yes 
Multi-Channel Collection No 
Sentiment Analysis No 
Survey Management No 
Text Analysis No 
Trend Analysis Yes 

Customer Success

Account Alerts Yes 
Account Management Yes 
Communication Management Yes 
Customer Engagement Yes 
Customer Lifecycle Management Yes 
Health Score No 
Onboarding No 
Revenue Management No 
Usage Tracking / Analytics Yes 
Win / Loss Analysis Yes 

Healthcare CRM

Audience Targeting Yes 
Campaign Management Yes 
Marketing Automation Yes 
Medical History Records No 
Patient Communications Yes 
Patient Management Yes 
Physician Management Yes 
Predictive Analytics No 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Membership Management

Application Management No 
Automatic Renewals No 
Committee Management No 
Dues Management No 
Email Marketing Yes 
Event Management Yes 
Member Directory Yes 
Member Portal No 
Member Types Yes 
Membership Database Yes 
Nonprofit Membership No 
Payment Processing Yes 
Website Management No 

Real Estate CRM

Campaign Management Yes 
Client / Property Matching No 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts Yes 
Referral Tracking Yes 
Segmentation Yes 

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