TapClicks - Marketing Operations Platform

Automated Order Entry, Workflow, Analytics and Reporting:

A Unified Platform for All Media Companies


Automated Order Entry

Capture orders automatically from CRM Opportunities. Enter client objectives and goals right at the point of sale. Eliminate error-prone emails and save time and money lost fumbling between systems or with manual entry.

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Capture CRM Orders Automatically

Order setup and Approval Workflows

Easy to use, self-service system for Order Entry by Sales Reps. Reduce time spent generating Pre-Sale orders and proposals. Reduce Sales Rep time spent with AdOps on Order clarifications and status.

Order and Task Management

Construct your product catalog to increase your margins

Through TapOrders totally flexible product lists and configurable forms, you can construct a product catalog that best meets your business needs, including high margin packages, easy upsell options and other ways that reflect how your team likes to do business.

Packaged Services Upsell Options

View inventory status via Calendar Dashboard

Quickly see where you’ve unbooked inventory for your O&O products on our Calendar Dashboard. Gives you clear visibility where and when you might need to run a promotion, have your sales team make some client calls, or your marketing team email your client base with a clear call to action.

Dashboard Inventory Status


Automatic routing of tasks between teams

BCG data has shown that time to campaign go-live often takes as many as 25 days, of which as many as 20 days are simply due to the wait time between the steps required. Accelerate your time-to-cash and save yourself from monotonous task delegation by automatically routing tasks based on your business processes.

Automatic Task Routing

Clear queue management, task status & assignment

Use our Queue system to organize the work and get it into the hands of the right fulfillment team quickly. Tasks can be assigned to help manage work efficiently.

Task Status and Assignment

Capture project notes in one place, with an audit trail

Stop the madness of searching through emails, chat strings, and meeting notes to remember decisions made and context by viewing all right in the same place, and in the same view as the order, line item or task at hand.

Easily Capture Task Notes

Notification & Alerts at key moments & statuses in the workflow

Ensure the person doing the work knows about any changes or updates in real-time with email notifications and in-app alerts, preventing mistakes and time lost on redos.

Workflow Notifications and Alerts

Visualize your leading indicators and trends

Now that you have all this great data in a unified dashboard, it’s time to make your business better with it. Benefit from the same stunning visualizations you’ve used in TapAnalytics to now see breakdowns of monthly billing by product, task durations by customer, how your orders are trending over time and more — and leverage it to optimize your business based off of data.

Visualize Analytics Trends with Clear Reporting

Faster Marketing Insights

Spend Less Time Gathering Data, Reduce Churn, Build Revenue and Communicate ROI

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