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TAP CRM

Built just for Advisers

Created specifically for the NZ advice industry, TAP’s CRM offers a customisable interface and clean, exportable data to drive the sales pipeline, encourage customer engagement and save you valuable time.

Not only does TAP offer a market-leading CRM, but we also have a full-time admin team to drive it for you, giving you more time to spend with clients.

“I wanted my CRM to be an essential tool, not an expensive address book… I got a set of systems and automations, compliance advice, a CRM and a virtual PA to run it all, all in one.”

Regan Thomas

Money Tree Financial Services

Sales and Pipeline Management

Sales Management

Application Pipeline Management

Team sales tracking

Sales widgets & reporting

Tasks & Activity Management

Calendar integration

Activity management

Client reminders

Compliance and Control

Compliance

Complete client files in one place

Note history & record keeping

Compliance reporting

Secure Data

Google authentication

Data back-up

User access levels

Complete control over your data

Usable and exportable data

Cross-Sell Opportunities

Multi-Service Advice Platform

Insurance, Mortgages, KiwiSaver

Cross sell opportunities

All your clients data in one file

Branding and Customisation

Your Brand

Branded to your business

Dashboards

Customisable – display exactly what you need, when you need it.

Integration

Full Google Suite Integration

Utilize the best of Google Apps including Gmail, Google calendars, live documents and more.

When are you free? Let’s talk.

Interested in how TAP can impact your business? Book a no obligation chat with the TAP team to find out more

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