Gather clients into groups based on their category, product offering, spend level or by operations or sales manager, geographies and more.

Actionable Business Insights

Drill in to uncover trends, make corrections, changes or optimizations with more agility and stay ahead of the competition.

Data and Dashboard Governance

Split your instance based on properties or distributed teams with each their own branding to reflect the way your teams operate.

Report Studio

Tell insightful data stories in record time using the data straight from your TapClicks Dashboard. Export in PDF or powerpoint and edit even further. Create your own widgets or use several of our designer report templates. Visualize your data in a whole new way, make presentations that stick.

Smart Connector

With Smart Connector your data options are limitless with over 200 instant on data integrations out of the box. Import offline and third party data. If you can measure it, TapClicks can report it, and you can aggregate, design and manage it how you need. A true custom services builder, set & forget automatic uploads with Google Drive, Dropbox or FTP. Enhance your Google Sheets with TapClicks Smart Connector and master your data!

Mobile CRM

Your published app on Apple or Google Play that your clients download to manage their leads. The TapClicks Leads Management Tool allows an agency to aggregate all the leads for their clients that come from 1000’s of different sources ranging from social media ads, form submission, website chats, or phone calls.


White label for your agency or in the theme of your clients. White label options let you personalize your dashboards and reports.