Tapdesk Reviews 

I have used several different CRM systems over the past years. For various reasons, I changed them, sometimes they lacked some functionality, but most often it was an excess of them, a feeling of constant fatigue and overwhelming during everyday use. Many CRMs enforce a separate db for Contacts and Organizations. Sometimes it is difficult to combine them in Leads, opportunities, clients. That's why I was still looking for a new CRM to manage Leads. I'm not looking no more. Tabdesk is perfect. Clean, enjoyable UI. Efficient at work. Perfect. Zen. Ideal.

I was using Excel CRM tools and it was not user-friendly. I really want to switch to Tapdesk and they responded quickly and helpfully after the trial period was up. Tapdesk is the perfect CRM tool. We always know who owes us what and it is easy for our agents to log in and make contact with them.

CRMs can be a pain - but not Tapdesk! Tapdesk allows me to search for prospects and generate leads directly inside the application. This has saved me dozens of hours of prospecting already!

Then, I enroll the prospects into my marketing campaigns and can easily track all of my interactions. This is the CRM I have been looking for.

A superb lightweight CRM that has really helped me convert new customers, support those I already have, and onboard new customers also. Great campaigns, and reporting features. This is a must have if you're looking for a light weight CRM.

Did I mention how good the support team is?!

I love Tapdesk because its the most straight forward deal management tool I’ve come across to date. The app makes it easy to stay organized and stay on top of my leads. I also love that I can take notes on the app and track all of my sales activity.

The only thing I’m missing is a more robust and multi step campaign builder. But my understanding is that this is already in the works.

I am not (yet) keen with CRM and I am glad I have chosen Tapdesk. It offers a great and fast support making it the best option for me.

I was actively looking for a CRM for my digital agency, I was introduced to Tapdesk. This is a mature CRM and I can vouch for the features they got.

It not only lets you handle multiple tasks from one dashboard, they can also help you find leads. :)
Straight forward and non complicated setup makes it even better.

After looking at the roadmap, It's a no brainer for anyone looking for a CRM to try and test if this fits your use case.

Tapdesk is a fantastic mature CRM tool, and I am amazed at all the features and integrations so far. The onboarding was effortless and intuitive. The UI/UX is clean, simple and beautiful. Searching for leads/ businesses was super easy that I don't have to visit multiple websites or use other tools to find them. As for the search results, they were phenomenal and exactly the leads I'd like to work with.

I am looking forward to all the upcoming features on the roadmap. Keep up the good work!