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
Meet & capture
Lead captureTap, scan and the Tap DisplayBranded cardsCards, wallet passes and signaturesAI that does the admin
Meeting intelligenceNotes, objections and Ask AIEnrichment & scoringEmails, mobiles and a 0–100 scoreRun the team
Team InsightsActivity, field coverage and notesTap Teams
Branded cards, lead capture, AI meeting notes and CRM sync for every rep, managed from one dashboard.
Teams at these companies use Tap
How it works
Brand, lead capture, insights and admin, for every department.
Brand control
Set a template for each team. Every rep's card, profile and email signature follows it.
Lead capture
Choose the fields and questions your team fills in, per department. Reps scan cards and badges, or let people share their details back.
Team Insights
Leads, views, downloaded contacts and active members, by department, rep and date.
Admin
Departments, full-team and sub-team admins, bulk import and bulk adjustments.
Integrations
Salesforce, HubSpot, Zoho CRM, Pipedrive, Veeva Vault and Odoo, plus 5,000+ apps through Zapier.
Rollout
We learn your goals, team size and CRM.
We configure profiles, templates, departments and your CRM connection.
We import your team and train your reps.
Cards ship, dashboards switch on and leads start flowing.
Pricing
Every self-serve plan starts with a free trial. Pay yearly and save.
Can't find your answer? Visit the Help Center.
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.
Tap Teams starts at 5 members. For fewer, start with the Tap app.
Yes. Upload your team from a CSV file, then sort them into departments.
Yes. Make someone a sub-team admin and they run their own department.
Yes. Admins can lock edits, enforce brand colors and layouts, and manage everything by department.
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.
We replace it for free on the Lead Capture plan and above.
About two weeks from discovery call to go-live, including card design and CRM setup.
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
Tell us about your team and we'll show you Tap with meetings like yours.