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What is involve.ai?

involve.ai presents a straightforward, no-code platform that effectively centralizes your disparate customer data into an all-encompassing early warning dashboard. This innovative solution empowers businesses to scale successfully without the necessity of hiring multiple Customer Success Managers or data analysts. By integrating all your disconnected information, you achieve total transparency into customer interactions, which in turn allows for an improved customer experience as you grow. The system also offers personalized action recommendations throughout the customer journey, guiding you in prioritizing which clients to engage with daily for a more proactive strategy. In addition, its sentiment analysis feature delivers accurate insights into customer well-being, helping to identify churn risks and potential upsell or cross-sell opportunities well in advance. Moreover, by utilizing historical data, the platform facilitates the creation of suggested segmentation and benchmarking practices, which are essential for pinpointing key leading indicators crucial to your business's prosperity. This holistic approach not only fosters a deeper understanding of customer needs but also positions your business for sustained success in a competitive landscape. Ultimately, harnessing this tool can significantly enhance your ability to meet and exceed customer expectations.

What is Tapdesk?

Tapdesk serves as a customer relationship management tool that enables users to efficiently search for potential leads and enhance their sales operations. By utilizing this platform, sales professionals can focus more on closing deals, ultimately leading to cost savings. Tailored for both individual sales experts and teams, Tapdesk harnesses the power of artificial intelligence, employing a machine learning algorithm that supplies pertinent data to boost efficiency and minimize unnecessary expenditures. Its distinctive search engine empowers users to identify prospective clients and key decision-makers based on a variety of criteria, making it easier to find leads that align with specific niches. Moreover, Tapdesk AI is adept at simplifying intricate tasks that typically involve numerous computational steps, ensuring a quick and dependable experience for users. The satisfaction derived from using this innovative tool is nothing short of remarkable, leading us to affectionately deem it genius in its capabilities. Ultimately, Tapdesk not only enhances productivity but also transforms the way sales teams approach lead generation.

Media

Media

Integrations Supported

Box
Domo
Google Drive
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Intercom
Jira
Looker
Mailchimp
Microsoft Dynamics 365
SAP ERP
Salesforce
Snowflake
Zendesk

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$9.99/month/user
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

involve.ai

Date Founded

2019

Company Location

United States

Company Website

www.involve.ai/

Company Facts

Organization Name

Ayulla

Date Founded

2017

Company Location

United States

Company Website

tapdesk.io

Categories and Features

AI Customer Success

Not specified

Churn Prevention

Not specified

Customer Engagement

Not specified

Customer Experience

Not specified

Customer Intelligence

Not specified

Customer Satisfaction

Not specified

Customer Service

Not specified

Customer Success

Health Score
Usage Tracking / Analytics

Upsell & Cross-Sell

Not specified

Categories and Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management

Customer Engagement

Analytics
Churn Management
Communication Management
Feedback Collection
Live Chat
Video Content

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Trend Analysis

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Usage Tracking / Analytics
Win / Loss Analysis

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Patient Communications
Patient Management
Physician Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Membership Management

Email Marketing
Event Management
Member Directory
Member Types
Membership Database
Payment Processing

Real Estate CRM

Campaign Management
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

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