Tap Teams

Run your whole sales team from one place.

Branded cards, lead capture, AI meeting notes and CRM sync for every rep, managed from one dashboard.

Trusted by 200,000+ users · 4.5+ stars on the App Store and Google Play

Teams at these companies use Tap

GSK Boehringer Ingelheim Mondelez International Saudia Emaar Misr IQOS Floward Savills Booking.com

How it works

From handshake to CRM in one visit.

  1. 1MeetThe rep taps their card or shows a QR code.
  2. 2CaptureThe contact's details land in your lead form.
  3. 3EnrichTap finds the work email, mobile and company.
  4. 4ScoreThe lead gets a score: hot, warm or cold.
  5. 5SyncIt lands in your CRM, owned by the rep.

Run the team from one dashboard.

Brand, lead capture, insights and admin, for every department.

Brand control

One brand on every card.

Set a template for each team. Every rep's card, profile and email signature follows it.

  • Lock what reps can edit
  • Update everyone at once

Lead capture

Your lead form, on every rep's phone.

Choose the fields and questions your team fills in, per department. Reps scan cards and badges, or let people share their details back.

  • Your own questions, like how you met
  • Required and optional fields

Team Insights

See what your team brings back.

Leads, views, downloaded contacts and active members, by department, rep and date.

  • Filter by department and date
  • Members activity for every manager

Admin

Roll out to hundreds of reps without the admin.

Departments, full-team and sub-team admins, bulk import and bulk adjustments.

  • Import your whole team at once
  • Full-team and sub-team admins
  • A CRM connection per department

Integrations

Works with your CRM.

Salesforce, HubSpot, Zoho CRM, Pipedrive, Veeva Vault and Odoo, plus 5,000+ apps through Zapier.

SalesforceHubSpotZoho CRMPipedriveVeeva VaultOdooZapier

Rollout

Live in two weeks.

  1. Day 1

    Discovery call

    We learn your goals, team size and CRM.

  2. Days 2–5

    Setup

    We configure profiles, templates, departments and your CRM connection.

  3. Days 5–7

    Onboarding

    We import your team and train your reps.

  4. Week 2

    Go live

    Cards ship, dashboards switch on and leads start flowing.

Pricing

Priced per member. Start free.

Every self-serve plan starts with a free trial. Pay yearly and save.

Tap

Questions

Can't find your answer? Visit the Help Center.

What is Tap Teams?

The company edition of Tap. Every rep gets a branded profile, lead capture, enrichment and meeting intelligence, and managers run it all from one dashboard.

How many members do we need?

Tap Teams starts at 5 members. For fewer, start with the Tap app.

Can we add the whole team at once?

Yes. Upload your team from a CSV file, then sort them into departments.

Can each department have its own admin?

Yes. Make someone a sub-team admin and they run their own department.

Can we control what reps change?

Yes. Admins can lock edits, enforce brand colors and layouts, and manage everything by department.

Do we need NFC cards?

No. Tap Teams works with links, QR codes and Apple and Google Wallet passes. NFC cards are included in every plan if you want them.

What if someone loses their card?

We replace it for free on the Lead Capture plan and above.

How long does rollout take?

About two weeks from discovery call to go-live, including card design and CRM setup.

How is our data protected?

All data is encrypted in transit and at rest. We comply with regional data protection standards and offer data residency options for enterprise clients.

Book a demo

See Tap on your team's workflow.

Tell us about your team and we'll show you Tap with meetings like yours.