Capture with tapOrders
An order management system built with the sales team in mind.
Capture orders automatically from CRM opportunities.
Enter client objectives and goals right at the point of sale.
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Automate your Order Entry
Capture orders automatically from CRM Opportunities, preventing miscommunication between Sales and Ops by entering objectives and goals right at the point of sale and getting rid of error-prone emails.
Billing System Interface and Integration
Integrate with your billing system, or make TapOrders your billing system interface with easy exporting of invoices saves you time, makes you look better, and prevents you from missing revenue opportunities.
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.
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.
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.
Quickly drill in and report
From the same interface, quickly drill in and report on orders, line items, tasks, histories, slot booking and more. From the same platform that brought you TapReports so you know we understand your desire to end the reporting headache.