We provide an always-working digital assistant to help with your referrals, your leads -- all of your professional networking.
Event Assistant
Referral Assistant
Prospect Assistant
Enterprise Assistant
Skills:
- Streamlined, efficient, bulk prospect communications
- High volume prospect capture for events, advertising, and social media
High volume prospect capture for events.
Save on time and labor
Skills:
- Simple, consistent, referral capture and management
- Instant prospect engagement/communication
- Captures detailed notes for each prospect referred
Do you work with prospects, referral partners, customers or candidates?
Fewer lost referrals
Skills:
- Filtering, qualifying, and prioritizing prospects
- Capturing prospect interests and engagement
- Automated, simplified, and consistent communications
Do you work with prospects, referral partners, customers or candidates?
A stand-out prospect experience
Skills:
- Capture and display team engagement data
- Integration with customer management systems of any sort
- Automated engagement data entry
CardTapp is what CRM would be if CRM had been built for the feet on the street.
Capture and display engagement data
• LIVE Tasks Completed by Our Digital Assistants
One Solution, Three Parts
Personal Mobile App
Your personal mobile app is an intelligent digital business card to share across your network. It connects everyone.
Desktop Headquarters
Your desktop headquarters is a web app to filter, prioritize, track, and manage your network’s interaction.
Mobile Communications Hub
Your mobile communications hub is your personal mobile solution; keeping you intelligently connected wherever you are.
Our Customers
What our customers say:
"Literally had a customer who fired her other professionals but not him. He asked how come and she said, 'I can't get rid of you, you have an app.'"
Timothy Maxwell
MLB Residential Lending
"I am notified every time a client opens an app and what they did, and I have an opportunity to reach out right at that moment."
Tony Bolding
Alcova Mortgage
"The software is one of the best purchases that I have ever made. Everyone that has my application on their phone loves it. I am on their phone and available at the touch of a button."
Damon Ferguson
VanDyk Mortgage
Resources to support you along the way
Let’s Talk
We’d love to speak with you to discover if CardTapp is right for you. No hard sales, just an honest discussion with the goal of understanding if you’re someone we can help.
Let’s Get Going
Low-to-no risk. If you think we can help with your one-to-many events, lead management, or referral business, it’s easy to find out for sure. Let’s get started.