Create your product catalog with customizable forms that adapt to any sales workflow. Collect details on purchased products applying package guidelines. Hide and show sections based on sales and ad ops roles. Enforce minimums, campaign dates, and apply defaults to prevent costly mistakes.
Through TapOrders flexible product lists and customizable forms, construct a product catalog that best meets your business needs, easy up-sell options and configurable products that reflect your go-to-market strategies.
Get back to running your business. With all of your data in a unified dashboard, monitor delivery and get breakdowns of monthly billing by product, task durations by customer, order trending and product adoption. Optimize your business based on data.
Integrate with your billing system, collect data from CRMs, and push to external parties for additional processing. Import and export data automatically to save time, reduce costly errors and ensure your invoice activity accurately reflects your orders. Public API and webhook connections available to support specialized integrations.
Provide your clients with an easy to use payment portal to quickly enter campaign requests and provide payment information.