Two plans. Add only what you need.
Sales is for customer visits. Service adds equipment and service tracking. AI voice notes, Photos and Meetings are optional add-ons for either.
Sales
For teams who visit customers and want every visit and follow-up captured.
per user, per month
Talk to us- One-tap GPS visit logging
- Follow-ups and reminders
- Nearby customers and visit planning
- Manager portal
Service
For teams who install and look after equipment. Includes everything in Sales.
per user, per month
Talk to us- Everything in Sales
- Equipment and commissioning records
- Last and next service dates
- Service due list
Add-ons
Add any of these to either plan.
AI voice notes
Speak it on site. TapIn writes it up.
per user, per month
Ask about this- Hands-free notes after a visit
- Saved against the customer
Photos
Take it once. It lands on the customer record.
per user, per month
Ask about this- Capture on site
- Refer back to it later
Meetings
Run and record customer meetings.
per company, per month
Ask about this- Attendees tap in, or sign
- Notes kept with the customer
- Can be held away from the customer’s address
Compare what is included
Here is exactly what each plan does and does not include.
| What is included | Sales | Service |
|---|---|---|
| Customer visits | ||
| One-tap GPS visit logging | ✓ | ✓ |
| Follow-ups and reminders | ✓ | ✓ |
| See who is nearby, plan visits, scout new customers | ✓ | ✓ |
| “Before you go in” card: last visit and last order | ✓ | ✓ |
| Manager portal with team activity | ✓ | ✓ |
| Prospect, other CRMs, or a Google Sheet | ✓ | ✓ |
| Equipment and service | ||
| Equipment, serial numbers and commissioning | – | ✓ |
| Last and next service dates | – | ✓ |
| Service due list for the office | – | ✓ |
| Add-ons for either plan | ||
| AI voice notes: speak it, TapIn writes it up | Add-on | Add-on |
| Photos saved to the customer record | Add-on | Add-on |
| Meetings: attendees, sign-off and notes | Add-on | Add-on |
| Looking after you | ||
| Set-up help and a walk-through | ✓ | ✓ |
| Email support | ✓ | ✓ |
Service, Photos and Meetings currently run with Prospect. Other CRMs get the full Sales flow. Prices are shown ex GST.
Questions people ask
Is there a free trial?
Yes. You can try TapIn free for 14 days before you decide. Tell us a little about your team and we will set you up.
Which CRM does it work with?
TapIn works with Prospect, with other CRMs, or with a simple Google Sheet if you do not use a CRM yet. The extras (Service, Photos and Meetings) currently run with Prospect. Ask us what your set-up needs.
Can I change plan later?
Yes. We switch plans and add-ons on or off for your company whenever your needs change, so you only pay for what your team uses.
How is it priced?
Per user each month for the plans, AI voice notes and Photos, and per company for Meetings. Prices are shown ex GST.
Give your team their evenings back.
Tell us how your team works and we'll show you what fits. No hard sell.