LeadTap™ – Digital Business Card

Most CRMs (Customer Relationship Management) were designed years ago and are now trying to retrofit AI and automation. We chose a different path. Our go-to CRM was engineered around AI from the start – events, webhooks, voice, SMS, and workflows are first-class, not plug-ins. That’s why follow-ups happen on time, guardrails hold, and results show up in the log – not just in a demo.

LeadTap™ and LeadNest™ give you the power to turn every connection into a client. LeadTap™ is your smart digital business card with built-in QR sharing, while LeadNest™ adds full CRM + AI automation to capture, follow up, and nurture leads on autopilot. Don’t wait – click below to choose your plan and start converting every contact into lasting business today.

Turn every warm conversation into a booked meeting

LeadTap™ gives you a scannable digital card + AI-ready CRM workflows so follow-ups actually happen—on time, every time.

⚡

Instant capture

QR scans or link taps drop people straight into your pipeline with the context you need.

🤖

AI follow-ups

Pre-built sequences handle nudges, booking, and reminders so momentum never fades.

📈

Track & improve

See what’s working with simple pipelines, notes, and outcomes you can act on.

Choose the plan that fits how you work

Just browsing? Start Free and upgrade anytime. Get Free Card

Monthly options below. Annual prepay waives setup where noted.

Do it yourself

LeadTap Launch

$97/mo
  • ✅ Digital card + QR sharing
  • ✅ Lead capture forms & inbox
  • ✅ Unlimited contacts, funnels & pages
  • ✅ Web Chatbot, 2-way SMS/email, bookings
  • ✅ Reviews, social planner, and basic automations
  • ✅ Weekly live support sessions
Subscribe Monthly

Pay Annually – $970/yr (setup waived)

Annual available — get 2 extra months free.

Done-for-you start

LeadTap Accelerator

$279/mo
  • ✅ Everything in Launch
  • ✅ 2 branded funnels + domain & calendar setup
  • ✅ Core automations (pipeline, nurturing, tags)
  • ✅ Zapier/Webhooks + basic reporting
  • ✅ Hands-on onboarding & priority chat
Subscribe Monthly

Pay Annually – $2,790/yr (2 months free)

Setup $1,000 (waived with annual prepay).

Most popular

LeadTap Premium DFY

$597/mo
  • ✅ Full DFY build: pages, pipelines, bots, calendars
  • ✅ Advanced automations + analytics dashboards
  • ✅ Ongoing optimization and quarterly reviews
  • ✅ Includes LeadTap Accelerator features
  • ✅ Priority support (fast-lane)
Subscribe Monthly
Pay Annually – $5,970/yr (2 months free)

Monthly plan has a $1,000 setup. Annual prepay waives it.

Lite Don’t need an unlimited database? LeadTap Lite includes up to 100 contacts. $49/mo Get Lite

SMS/email usage billed at carrier-pass-through rates. Numbers vary by region and volume.

Need a fully hosted CRM instead of plugging into your own? We can provision one for you.

FAQs

Can you plug this into my existing GHL/Katalyst account?
Yes—LeadTap can run inside your existing environment or we can host one for you.
What’s included in “Premium DFY”?
Strategy, full build, advanced automations, analytics, and ongoing optimization with priority support.
Do you offer annual pricing?
Yes—annual prepay saves 2 months and waives the setup fee on Accelerator/Premium.
When would one business need multiple CRM locations (separate databases)?
Multiple locations are recommended when data must be isolated for operational or compliance reasons—such as independent practitioners, franchises, or teams that should not access each other’s client records. Each location is a separate workspace with its own contacts, pipelines, automations, and user access.
How does this relate to HIPAA and healthcare privacy?
In healthcare environments, separate locations may be appropriate when providers operate independently (or must not share patient records), or when access needs to be strictly segmented by clinic, practitioner, or department. If a team legitimately shares records under the same entity and policies, a single location with role-based permissions may work. We follow “minimum necessary” access principles and recommend isolating data when there’s any uncertainty.

Note: We provide operational setup guidance only and do not provide legal advice. Please confirm your final configuration with your compliance counsel.
Does using multiple locations guarantee HIPAA compliance?
No. Separate locations can reduce the risk of unauthorized access by isolating data, but compliance depends on your organization’s policies, agreements, and enforcement (including user access controls, training, auditing, and any required BAAs with vendors). We can help you implement best-practice safeguards, but final compliance is your responsibility.
How does this apply to legal practices and confidentiality?
Legal teams may need separate locations when matters must be isolated due to conflicts of interest, ethical screens (“conflict walls”), independent attorneys (e.g., of-counsel), or separate legal entities operating under one brand. If the firm shares matters centrally and conflicts are not a factor, one location with permissions can be sufficient.

Note: We provide operational setup guidance only and do not provide legal advice. Please confirm your final configuration with your ethics/compliance counsel.
Why not just use permissions instead of separate locations?
Permissions help, but they add complexity and increase the chance of misconfiguration—especially as teams grow. When strict separation is needed (healthcare privacy, legal conflicts, independent operators), multiple locations are often the cleanest and safest way to isolate data and simplify auditing.