CRM Archives | CardTapp

Products
- Digital Business Card App
  
  Customer engagement at the speed of mobile. Get a digital business card app that lets your prospects, clients, and referral partners interact with the marketing resources, sales collateral, and tools.
  
  Learn more →
- Omnichannel Marketing
  
  Cardtapp’s omnichannel marketing platform helps you engage prospects, clients, and referral partners. Increase customer lifetime value, get real-time interaction insights, automate engagement and increase prospect and customer satisfaction.
  
  Learn more →
- Co-branded Marketing
  
  Build more, longer lasting connections with referral partners. Co-branding strengthens referral relationships and provides incentive for referral partners to deliver you with more and better referrals.
  
  Learn more →
- Integrations
  
  Connect Cardtapp with your existing software platforms, automation tools, calendar platforms or point-of-sale system.
  
  Learn more →
- Text Messaging
  
  Powerful text messaging for business. Send text-messages online. Engage in one-to-one and one-to-many conversations with prospects and customers.
  
  Learn more →
- Engagement Analytics
  
  Actionable engagement insights for prospect follow-up. Get real-time engagement insights as prospects, clients, and referral partners engage with your content and collateral.
  
  Learn more →
Solutions
Resources
Pricing
Sign in

Products
- Digital Business Card App
  
  Customer engagement at the speed of mobile. Get a digital business card app that lets your prospects, clients, and referral partners interact with the marketing resources, sales collateral, and tools.
  
  Learn more →
- Omnichannel Marketing
  
  Cardtapp’s omnichannel marketing platform helps you engage prospects, clients, and referral partners. Increase customer lifetime value, get real-time interaction insights, automate engagement and increase prospect and customer satisfaction.
  
  Learn more →
- Co-branded Marketing
  
  Build more, longer lasting connections with referral partners. Co-branding strengthens referral relationships and provides incentive for referral partners to deliver you with more and better referrals.
  
  Learn more →
- Integrations
  
  Connect Cardtapp with your existing software platforms, automation tools, calendar platforms or point-of-sale system.
  
  Learn more →
- Text Messaging
  
  Powerful text messaging for business. Send text-messages online. Engage in one-to-one and one-to-many conversations with prospects and customers.
  
  Learn more →
- Engagement Analytics
  
  Actionable engagement insights for prospect follow-up. Get real-time engagement insights as prospects, clients, and referral partners engage with your content and collateral.
  
  Learn more →
Solutions
Resources
Pricing
Sign in

Products
- Digital Business Card App
  
  Customer engagement at the speed of mobile. Get a digital business card app that lets your prospects, clients, and referral partners interact with the marketing resources, sales collateral, and tools.
  
  Learn more →
- Omnichannel Marketing
  
  Cardtapp’s omnichannel marketing platform helps you engage prospects, clients, and referral partners. Increase customer lifetime value, get real-time interaction insights, automate engagement and increase prospect and customer satisfaction.
  
  Learn more →
- Co-branded Marketing
  
  Build more, longer lasting connections with referral partners. Co-branding strengthens referral relationships and provides incentive for referral partners to deliver you with more and better referrals.
  
  Learn more →
- Integrations
  
  Connect Cardtapp with your existing software platforms, automation tools, calendar platforms or point-of-sale system.
  
  Learn more →
- Text Messaging
  
  Powerful text messaging for business. Send text-messages online. Engage in one-to-one and one-to-many conversations with prospects and customers.
  
  Learn more →
- Engagement Analytics
  
  Actionable engagement insights for prospect follow-up. Get real-time engagement insights as prospects, clients, and referral partners engage with your content and collateral.
  
  Learn more →
Solutions
Resources
Pricing
Sign in

TASK-BASED TRAINING SERIES: Task 10 – CRM Integration
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TASK-BASED TRAINING SERIES: Task 10 – CRM Integration

CRM, Marketing, Sales, Series, Technology

TASK-BASED TRAINING SERIES: Task 10 – CRM Integration

So far in our Task-Based Training series, we've looked at [...]

By Bridget Poputa-Clean|2021-01-22T22:10:29+00:00January 22nd, 2021|CRM, Marketing, Sales, Series, Technology|0 Comments

CardTapp and Total Expert Enhance Integration for Customer Relations Management
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CardTapp and Total Expert Enhance Integration for Customer Relations Management

CRM

CardTapp and Total Expert Enhance Integration for Customer Relations Management

CardTapp is exploring innovative ways of empowering businesses and individuals [...]

By Reid Fredrickson|2020-11-24T22:30:41+00:00November 24th, 2020|CRM|0 Comments

Connect CRM Data and Engagement Insights for More Production
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Connect CRM Data and Engagement Insights for More Production

CRM, Engagement Insights, Mortgage, Sales, Technology

Connect CRM Data and Engagement Insights for More Production

Data drives successful sales strategies. When used effectively, data creates [...]

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Three Ways to Make More Time for Selling
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Three Ways to Make More Time for Selling

CRM, Mortgage, Sales, Technology

Three Ways to Make More Time for Selling

Time is pretty precious. While some may wish for an [...]

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How a Bi-Directional Integration Helps Streamline the Sales Process
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How a Bi-Directional Integration Helps Streamline the Sales Process

CRM, Sales, Technology

How a Bi-Directional Integration Helps Streamline the Sales Process

Mortgage rates are hovering around historic lows, and many mortgage [...]

By Bridget Poputa-Clean|2020-08-31T22:54:25+00:00August 31st, 2020|CRM, Sales, Technology|0 Comments

Hidden CRM Costs and How to Improve CRM Return
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Hidden CRM Costs and How to Improve CRM Return

CRM, Sales, Technology

Hidden CRM Costs and How to Improve CRM Return

There’s no question that it’s important to have some kind [...]

By Bridget Poputa-Clean|2020-07-31T16:15:00+00:00July 21st, 2020|CRM, Sales, Technology|0 Comments