Smart Communication & Workflow Management for Professional Service Providers

TapIQ.ai is a B2B communication and workflow management platform designed for consultants, brokers, agents, and other professional service providers. Our software helps users organize conversations, manage follow-up schedules, and track engagement with potential clients.

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What TapIQ.ai Does

TapIQ.ai provides a secure, browser-based dashboard that centralizes client and prospect communications. Users can organize contact lists, set reminders, and create structured follow-up workflows to support responsible, relationship-based communication.

The platform is delivered as a subscription Software-as-a-Service (SaaS). Customers pay a recurring monthly fee for access to the dashboard and automation features. All tools are available immediately after purchase through secure login.

Key Features

Unified Communication View – Keep key client and prospect communications organized in one place.
Follow-up Workflows – Build structured, professional follow-up schedules and reminders.
Engagement Tracking – Monitor engagement activity to prioritize next actions.
Contact Management – Maintain client and prospect profiles with notes and history.
Task & Reminder System – Ensure important follow-ups are not missed.

Who Uses TapIQ.ai

TapIQ.ai is designed for high-value professional service providers, including:

Business consultants and advisors
Business brokers
Real estate professionals and agents
Financing and capital advisory professionals
Other relationship-based service providers

These users rely on organized, professional communication to serve their clients effectively. TapIQ.ai gives them tools to manage those workflows more efficiently.

Simple Subscription Access

TapIQ.ai is offered on a simple subscription basis. Subscribers gain ongoing access to the platform, feature updates, and support resources during their active subscription.

There are no hidden fees or long-term contracts. You may cancel future billing at any time.