TapLeadr Team

Every rep's pipeline, one console.

Team gives every salesperson their own AI profile — then puts an admin console on top. See the whole team's numbers in one place, know which rep earned which lead, and move leads when people move.

Start a team→See pricing ↗
Card taps
1,284
↗ 12% vs last wk
Conversations
612
↗ 8%
Qualified
193
↗ 5%
Calls booked
47
↘ 3%
Leads capturedDailyWeeklyMonthly
MonTueWedThuFriSatSun
Leaderboardqualified · to goal
1AR
Alex Rivera
58↗14%
2PS
Priya Shah
46↗6%
3ML
Marcus Lee
31↘4%
4DC
Dana Cole
18—
Follow-through✉
82%
37 of 45 replying leads got a rep reply
Lead fit
High 42%
Medium 33%
Low 25%
Live activity
AR
Alex captured Morgan LaneHigh fit
5m ago
PS
Priya booked a call with Vertex Labs
22m ago
ML
Marcus got a reply from Riley Chen
1h ago

Everything in Team

✓Everything in Solo, for every rep
✓Live team dashboard — leaderboard, activity feed, lead fit
✓Two-way inbox: leads reply by text or email, reps answer in-app
✓A dedicated texting number for every rep
✓Texting console — see and manage every rep’s number
✓Automatic lead enrichment + AI fit scoring
✓Connect one team CRM for every rep
✓Shared AI persona, branding & questions across the team
✓Every lead tagged to its rep · reassign anytime
✓5 seats included — add more anytime
The console

The whole team on one screen.

Leads, qualified counts, and calls booked across every rep — plus a leaderboard showing who is actually converting. No chasing five different people for their numbers.

  • →Team-wide totals and per-rep breakdown
  • →A leaderboard that ranks reps by real activity
  • →Drill into any rep to see their leads
  • →The admin console is free — you pay for selling seats only
Team dashboard5 seats · 5 active
148
Leads this month
61
Qualified
23
Calls booked
Leads by rep
JBJordan Blake429 booked
SOSam Ortega386 booked
PRPriya Raman345 booked
DWDana Whitfield212 booked
AMAlex Moreau131 booked
Attribution

Every lead carries its rep's name.

Each lead is tagged to the rep who captured it, so credit is never in dispute. When someone leaves or a territory changes, reassign their leads to another rep in a click — nothing is stranded in a departed account.

  • →Rep name attached to every lead and conversation
  • →Reassign a lead between reps instantly
  • →Deactivating a rep moves their leads to the admin
  • →Every reassignment is recorded
Sam Rivera
sam@northwind.co · (555) 012-4477
High priorityQualified
AI lead analysisStrong lead

Scanned your QR at the booth, compared you against two vendors, and asked for pricing on a 20-seat rollout.

Team size20 reps, scaling to 35
TimelineEvaluating this quarter
Decision makerYes — owns the budget
✓ Call booked✓ Synced to HubSpot✓ Follow-up sent
Conversations

Every reply, in one inbox.

When a lead texts or emails back, it lands in the rep’s TapLeadr inbox — alongside your team messages — instead of scattering across personal phones. Reps reply in-app, and every message stays tied to the lead. Give each rep their own dedicated texting number so replies always route back to them.

  • →Two-way SMS + email, captured automatically
  • →Reps answer prospects and you from one inbox
  • →A dedicated texting number per rep
  • →Reply history attached to the lead
Inbox2All channels
SR
Sam RiveraSMS2m
Thursday works — send the link over?
DW
Dana WhitfieldEmail18m
Can you do a walkthrough for the whole team?
ML
Marcus LeeTeam1h
You: nice work on the Northwind lead
Every message stays attached to the lead it belongs to.
Lead quality

Work the best leads first.

Every lead is enriched from their email — company, title, industry, headcount — and scored High, Medium, or Low against your ideal customer. Connect one CRM once and every rep’s leads sync to it, each tagged with the rep who captured it.

  • →Automatic company + title enrichment
  • →AI lead-fit scoring on every lead
  • →One team CRM for all reps (HubSpot, Pipedrive, Zoho)
  • →Push a shared AI persona, questions & branding to everyone
All you had was
sam@northwind.co
Filled in for you
CompanyNorthwind Logistics
TitleVP of Sales
IndustryFreight & logistics
Headcount210 employees
Fit against your ideal customer
HighMediumLow

Right size, right industry, and they own the budget — call this one first.

Running the team

Add people and reach them.

Invite a rep by email and they set their own password from the link — you never handle their credentials. Message the whole team or one person from the same console.

  • →Email invitations with self-serve signup
  • →Broadcast to the team or message one rep
  • →5 seats included, add more whenever you hire
  • →Deactivate a seat without losing the lead history
Members4 of 5 seats used
JBJordan BlakeAdminActive
PSPriya ShahRepActive
MLMarcus LeeRepActive
—dana@northwind.coRepInvited
name@company.comSend invite

Selling on your own?

Solo is the same AI profile, qualification, follow-up, and CRM sync — just for one person, without the admin console on top.

See TapLeadr Solo →

Start capturing every lead today.

7-day free trial. Set up in under 10 minutes.

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