Key platform features

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Editable contact exchange form

Choose how you want to connect, and what information to collect.

Centralised lead management

Keep all your leads organised and accessible from a single dashboard.

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Bulk edit profiles

Effortlessly manage and update multiple profiles simultaneously.

Analytics

Track your team's networking efforts with real-time data.

Monitor recent activity

See how your employees have been using their cards in recent updates.

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Reassign cards

When an employee leaves, don't waste their card - reassign it to a new employee!

Easy ordering

Order more cards as your company grows, or replacements for lost cards.

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Sub-teams

Organise profiles by team, office, or region & elect group managers to oversee them.

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Profile templates

Create uniformity among profiles with customisable templates.

CRM Integrations

Seamlessly integrate with Salesforce, Hubspot, and Dynamics to streamline your workflow.

SCIM provisioning

Utilise SCIM provisioning with Active Directory for efficient user management.

SAML SSO

Enhance security and ease of access with SAML Single Sign-On (SSO).

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FAQs

Please read our FAQs page to find out more.

What is the platform utilisation fee?

Tapt’s platform utilisation fee is an annual fee that allows organisations to utilise Tapt’s Dashboard. This Dashboard is used to manage all of your organisation’s Tapt cards and digital profiles, as well as allowing you to integrate with other business software and track the analytics of your card usage. 

This fee is tiered depending on how many cards you have with Tapt, and kicks in when you have 5 or more cards with us (if you have less cards than this, you won’t be charged!)

Why does a Platform fee product appear in my cart?

We’re so glad you asked. The platform utilisation fee gets you access to our Tapt Dashboard, which is basically the be all and end all of central management when it comes to Tapt.  Through this Dashboard, you can manage all of your organisation’s Tapt cards, and keep track of all the contacts received.  You can also track analytics of card use, integrate with other cool software like Salesforce or Hubspot, and order more cards whenever you need to.

How am I charged the platform utilisation fee?

You won’t be charged any ongoing annual platform fee if you have less than 5 cards with us!  We want to make sure that we are doing everything we can to support small businesses and individual users of our Tapt cards. 

If you order 5 or more Tapt cards through our website, this annual platform utilisation fee will be added to your cart at the checkout.  The credit card information that you enter at this checkout will then be used to charge this platform utilisation fee on an annual basis (don’t worry, you can change these details through the Tapt Dashboard whenever you need to!) 

If you’re a larger business who is dealing directly with one of our Account Managers, we will invoice you this annual platform fee a reasonable amount of time before it falls due.  

However you’re charged this fee, you’ll be reminded (and reminded, and reminded!) before your annual payment date comes around, so that you’re always fully aware of when it’s all happening.

Will the platform utilisation fee change if I keep buying more cards?

Great question.  The annual platform utilisation fee is not a per card cost, but it is tiered depending on the total number of cards you and your organisation have with us.  

If you want to discuss orders for larger organisations and what impact this might have on your annual platform utilisation fee, get in touch with your Account Manager.  Don’t have one yet? Come chat to us!! Just fill in this form here.