Your leads

Where leads land, and the small number of things you can do with them.

Sign in and the first thing you see is your leads, newest first. Think of it as a simple CRM: everyone you met, with their consent recorded, your notes, a stage, a reminder when you want one, and whether you have followed up. It has no deal amounts and no pipeline board, and it never emails the people you met for you.

What each lead shows

Name, phone, email, company and their note
Which card was tapped, and when
Whether they gave marketing consent
Whether you’ve marked it done
Its stage: New, Contacted, Meeting, Won or Lost
Your reminder, if you set one
Where it was sent, if you connected Google Sheets or HubSpot (in a web browser for now)

What you can do

Message on WhatsApp — opens a chat with their number, so following up is one tap rather than a copy-paste.
Call or email — same idea.
Add a private note — your own reminder, never shown to them.
Mark as done — clears it out of the “to follow up” view without deleting anything.
Set a stage: New, Contacted, Meeting, Won or Lost. Every lead starts as New. Filter your leads by stage; the CSV has a stage column.
Remind me: tomorrow, in 3 days, next week or on a day you pick. At 9 am Singapore time that day you get an email, and a notification if you use the TapX app. Leads marks the lead Due, and Home counts what is due. One reminder per lead; clear it any time. Stages and reminders stay in TapX: they aren’t sent to the tools you connect.
Delete — permanent, and the right answer when someone asks to be removed.
Block this sender — at the bottom of a lead’s page. If that person shares their details with you again (the same email or mobile number), you get no lead, no email and no notification. They aren’t told. Unblock them any time under Blocked senders at the end of your Leads page.

A workflow that works

Deal with leads the same evening. A lead followed up within a day is a conversation; a lead followed up a fortnight later is a cold email that happens to know your name. Mark each one done as you go, and your leads stay an honest to-do list.

Not yet

Sending leads to Pipedrive, Zoho CRM or Salesforce automatically — coming soon, through Zapier. See CRM integrations. Google Sheets and HubSpot work today: see Google Sheets and HubSpot.
Shared team inboxes — planned with team accounts.

Still stuck? Email hello@tapx.sg and a person will answer.