Time Saver Assistant

For sales professionals who are looking to save time, provide resources, eliminate phone calls and close deals in less time.

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Virtual Event Assistant

For sales professionals who are doing events, virtual events, networking seminars, and webinars

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Referral Assistant

For sales professionals focused on better referral relationships including co-branding with key referral partners.

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Prospect Assistant

For sales professionals looking to provide a great prospect experience with an assistant to help with questions, calculations, content delivery, and education.

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CMO

At first we thought we didn’t need CardTapp. But it was easy to trial, so we gave it a go. Suffice to say, we were surprised. It filled a gap we didn’t realize we had. And then it integrated into our marketing stack like it was meant to be there.


CardTapp adds value at every stage in the funnel without duplicating the functionality of contemporary HRMs/CRMs. It’s unique.

TEAM LEAD

I stick with the fundamentals: leads in, referrals, and the rate at which we close. With CardTapp we spend our time in the places most likely to produce results. CardTapp improves our numbers. It’s as simple as that.


CardTapp clarifies the sales process. It gives you greater control. It helps you manage.

REFERRAL PARTNER

I like helping out my friends. We all work together to be successful. When I was included as a co-branded partner, it felt like the team just got real.


CardTapp in-application co-branding accelerates referrals and cements the bonds between partners.

SALES PROFESSIONAL

The prospects that have my personal CardTapp app close faster and more reliably. Really, it’s a simple as that. With CardTapp I’m in control. I know when people are interested, in what, and I know just what to focus on when I call.


CardTapp not only brings people into your sales funnel, it delivers real-time buying signals that help close business faster.

PROSPECT

I want to work with people I trust. I want to work with people that work the way I do, when I do, and where I do. And I’m mobile — I work anywhere, anytime. I use mobile tools.


CardTapp puts you where you need to be and gives you the tools to delight the most demanding customers.

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What our customers say:

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.

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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.

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