We provide an always-working digital assistant to help with your referrals, your leads -- all of your professional networking.
- 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
- 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
- Filtering, qualifying, and prioritizing prospects
- Capturing prospect interests and engagement
- Automated, simplified, and consistent communications
A stand-out prospect experience
- 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
Your personal mobile app is an intelligent digital business card to share across your network. It connects everyone.
Your desktop headquarters is a web app to filter, prioritize, track, and manage your network’s interaction.
Your mobile communications hub is your personal mobile solution; keeping you intelligently connected wherever you are.
"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.'"
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."
"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."
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.
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.