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Description

Marketing automation and state of the art communication tools can help you increase sales. GoCRM is the only customer-relationship management solution that combines powerful sales and marketing features. This allows you to build a robust platform that will support scalable business growth, streamline sales processes, and improve the customer experience. You can automatically import leads from hundreds online and offline sources with all relevant attribution data, such as source, channel, campaign, and channel. You can keep track of all leads and their progress with a specialized toolkit that includes Zapier, call tracking, website tracking, Zapier and CSV import. You have the option to either distribute leads manually or randomly assign them your team. Advanced workflows allow team members to automatically receive and follow-up on leads via their personal VoIP phone or email.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Facebook Yes 
Gmail Yes 
Google Ads Yes 
Instagram Yes 
Microsoft Exchange Yes 
Microsoft Outlook Yes 
WordPress Yes 
Zapier Yes 

Integrations

Facebook No 
Gmail No 
Google Ads No 
Instagram No 
Microsoft Exchange No 
Microsoft Outlook No 
WordPress No 
Zapier No 

Pricing Details

$39 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

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

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
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 No 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

GoCRM

Founded

2015

Country

United States

Website

gocrm.io

Vendor Details

Company Name

Ayulla

Founded

2017

Country

United States

Website

tapdesk.io

Product Features

Construction CRM

Client Tracking No 
Contract Management No 
Forecasting No 
Project Management No 
Quote Management No 
Sales Management No 
Scheduling No 
Time Management No 

CRM

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

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking No 

Real Estate CRM

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

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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