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8.4

Spot Score

Tapdesk - CRM Software

Tapdesk Review: Is It The Right CRM Software For Your Team?

Best for SMB teams · Mid-market · Enterprise

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Starts from $29.99 / Month

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What is Tapdesk?

Tapdesk is a CRM help desk software designed to eliminate the complexity of tracking customer relationship in sales environment. This CRM software uses paperless workflows and visually appealing dashboards to empower your team with real-time data insights and customer information across all channels.

Pricing

  • Starts from $29.99 / Month

  • Free Trial available

Best For

Suited for solo users, small teams, SMBs, and enterprise

Security & Compliance

  • Data residency:🇺🇸

Tapdesk Software Demo

Tapdesk was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider Tapdesk

Team types
Large Enterprises, Medium Business

Why teams choose Tapdesk

  • Simplifies customer relationship tracking effectively.

  • Visually appealing dashboards enhance user experience.

  • Real-time insights empower informed decision-making.

Is Tapdesk right for you?

What buyers should know before shortlisting Tapdesk

Tapdesk has emerged as a standout CRM solution that seamlessly blends functionality with simplicity. One of the most celebrated aspects of this tool is its intuitive and beautifully clean user interface, which emphasizes ease of use.

For professionals who have struggled with overly complex CRM systems, Tapdesk offers a refreshing alternative, providing a streamlined yet powerful way to manage leads, pipelines, and sales activities. The platform’s AI-driven search and lead generation capabilities, including integration with tools like LinkedIn, have been consistently praised as a game-changer, saving users countless hours of prospecting.

A major highlight of Tapdesk is its lightweight feel, making it accessible for users seeking an efficient, non-overwhelming CRM. Its robust features, including custom tags, seamless onboarding, and quick adaptability, cater to both seasoned and novice CRM users alike.

Additionally, the customer support team receives high marks for responsiveness and dedication, creating a sense of confidence in the product. While Tapdesk excels in many areas, some users have expressed a desire for greater sophistication in multi-step campaign building and additional advanced functionalities.

That said, the team’s focus on continuous improvement and an appealing roadmap for upcoming features leaves little doubt that these enhancements are on the horizon. Overall, Tapdesk strikes a delightful balance between simplicity, innovation, and functionality, making it an excellent choice for individuals and businesses looking to supercharge their deal management and lead generation efforts.

Pros and cons

Tapdesk pros and cons

  • Tapdesk pros
  • Simplifies customer relationship tracking effectively.

  • Visually appealing dashboards enhance user experience.

  • Real-time insights empower informed decision-making.

  • Tapdesk cons
  • Advanced features may be limited compared to competitors.

  • User adoption might take time due to new workflows.

4.9/5 rating
21 verified reviews
Free trial available

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Tapdesk reviews and ratings

Buyer sentiment

Buyer sentiment is very strong across 21 reviews, with consistently positive feedback.

What buyers like

  • Clean, simple, and intuitive User Interface (UI) makes it easy to use, even for non-technical users.
  • Effortless onboarding process with straightforward and non-complicated setup.
  • Advanced search engine is a standout feature, enabling effective lead generation and prospecting.

Common complaints

  • Lacks a more robust and advanced multi-step campaign builder, though this is reportedly in development.
  • Limited reporting functionality, which might not meet the needs of advanced users.
  • Some users found the feature set overwhelming due to multiple functionalities.

4.9

Excellent

Based on 24 ratings & 21 reviews

Rating Distribution

Excellent

(21)

Very Good

(0)

Good

(0)

Poor

(0)

Poor

(0)

What users are saying

WR

Waldek R

05/01/22

5 out of 5

"Perfekt & very zen"

What do you like best about Tapdesk? enjoyable, clean User Interface. Very clean and robust What do you dislike about Tapdesk?

WR

Waldemar Reclik

04/30/22

5 out of 5

I have used several different CRM…

I have used several different CRM systems over the past years. For various reasons, I changed them, sometimes they lacked some functionality, but most ...

Read more

AU

Anonymous User

03/28/22

5 out of 5

"AI DRIVEN SALES LEADS"

What do you like best about Tapdesk? THE SEARCH ENGINE FOR FINDING LEADS IS A GAME CHANGER What do you dislike about Tapdesk?

JK

Jon K

10/23/21

4.5 out of 5

"Tapdesk is pretty awesome"

What do you like best about Tapdesk? Tapdesk is really easy to use and the search feature is nice, I also love the pipeline ux What do you dislike ...

Read more

AU

Anonymous User

10/07/21

5 out of 5

"Fantastic CRM Tool"

What do you like best about Tapdesk? Easy to use, really easy to use. i think thats what makes it different from others. What do you dislike about Tapdesk?

DS

Dulanjali S

10/05/21

5 out of 5

"Manage your works with "Tapdesk"."

What do you like best about Tapdesk? Easy to use. Simple.

What are the features of Tapdesk?

31%

Feature coverage

9 of 29 tracked features

Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…

Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…

Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…

Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in…

Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…

Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…

A product catalog is a marketing tool that contains vital product information to assist buyers in making a purchasing choice. Product charac…

Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…

A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…

Security & Compliance

Tapdesk security and data handling

Key compliance certifications and security features for IT and security teams evaluating Tapdesk.

Certifications

SOC 2✗ Not certified
HIPAA✗ Not certified

Security features

Data Encryption✗ No

Developer & data

Data residency
🇺🇸

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Help & Contact

Tapdesk Support Options

Customer Service24/7 (Live rep)Online
LocationWilmington, Delaware

Frequently Asked Questions About Tapdesk

Common questions buyers ask before choosing Tapdesk.

Tapdesk is a CRM Software. Tapdesk offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Project Management and many more functionalities.

Buyers commonly note the following limitations of Tapdesk: Advanced features may be limited compared to competitors.; User adoption might take time due to new workflows.; Pricing details are not clearly communicated..

Some top alternatives to Tapdesk includes Bigin by Zoho CRM, ClickUp, Zoho CRM, Freshsales and CRM.io by 500apps.

Tapdesk offers Free Trial, Subscription, Quotation Based pricing models

We don't have information regarding integrations of the Tapdesk as of now.

The starting price of Tapdesk is $29.99/Month

Ready to try it?

Get started with Tapdesk

Start your free trial — no credit card required.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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