Skip to main content
Tap is a lead capture platform for teams who meet people in person — at conferences, trade shows, field sales calls, and events.

​
The problem it solves

In-person conversations are where the best pipeline comes from and where the most data gets lost. A typical event produces a stack of business cards, a notebook of half-remembered context, and a week-long delay before anything reaches the CRM. By then the details are gone and the lead is cold. Tap closes that gap by making capture happen during the conversation instead of after it:

No typing

The visitor fills in their own details on their own phone. No transcribing cards afterwards.

No lost context

The conversation is recorded and summarized, so the reason the lead mattered survives the walk to the next booth.

No delay

The record reaches your CRM within seconds, owned by the right rep.

​
What it replaces

​
Who uses which part

Live in the mobile app. They carry their profile, share it in conversation, capture the people they meet, and record meetings. They rarely open the dashboard.
Live in Tap Teams on the web. They invite members, publish templates so profiles stay on-brand, set department permissions, connect the CRM, and read insights.
Never install anything. They tap or scan, see a profile in their browser, and optionally fill in a short form. That’s the whole experience.

​
What Tap is not

Being clear about the edges saves evaluation time:
  • Not a CRM. Tap captures and enriches, then hands off. Your CRM remains the system of record.
  • Not a marketing automation tool. It doesn’t run nurture sequences or campaign scoring.
  • Not a meeting bot. Meeting recording is captured in person by the member present, not by a bot joining a video call.

Next: quickstart

Set your team up end to end.