Quickstart
Get your team live in about 30 minutes — invite members, publish a template, connect a CRM.
Core concepts
Profiles, links, connections, leads, departments. Learn the vocabulary before you configure anything.
Capture leads
Design the form visitors fill in, and control exactly which fields reach your CRM.
Connect your CRM
Field mapping, owner assignment, and sync behavior for all five supported CRMs.
Notes
What was actually said — typed or recorded — and the follow-up tasks that come out of it.
The two halves of Tap
Tap is one platform with two surfaces. Most companies use both.Tap mobile app
What each team member carries. Holds their profile and links, shares them over NFC or QR, and captures the people they meet.
Tap Teams
The web dashboard admins use. Controls members, departments, templates, and permissions, and is where leads, meetings, and insights live.
A lead’s journey
Everything in these docs sits somewhere on this path. If you’re trying to work out which page you need, find the step you’re stuck on.
Every page in these docs sits somewhere on this path
1
Share
A member shares their profile — NFC tap, QR code, or link. See Sharing your profile.
2
Capture
The visitor lands on the profile and fills in your lead capture form. See Lead capture forms.
3
Meet
The member records the conversation. Tap transcribes it and extracts topics, objections, and action items. See Meetings.
4
Sync
The contact and the meeting summary land in your CRM under the right owner. See Field mapping.
5
Learn
Team insights roll every conversation up into what’s working and what isn’t. See Insights overview.