Most CRMs (Customer Relationship Management software) were built long before today’s AI and then retrofitted with plugins. Agencies need the opposite. LeadTap™ is AI-first—events, webhooks, voice, SMS, and workflows are native—so follow-ups fire on time, guardrails stick, and results show up in logs your clients can see. That means less vendor wrangling, fewer “growth hacks,” and more provable outcomes you can sell and retain.
LeadTap™ and LeadNest™ turn every warm interaction into a booked meeting your agency can brand and resell. LeadTap is the smart digital card with built-in QR sharing and instant capture; LeadNest adds full CRM + AI automation to qualify, route, and nurture—on autopilot. Launch white-label subaccounts in minutes, standardize your client onboarding, and convert more traffic into pipeline you can report on—every day, for every client.
Turn every warm conversation into a booked meeting—for your clients.
White-label digital card + native AI follow-ups your agency can launch, brand, and resell. Events, webhooks, voice, SMS, and workflows are built-in—so nudges fire on time and results show up in logs your clients can see.
White-label & brandable
Launch co-branded or fully white-label subaccounts in minutes—cards, pages, and calendars included.
Native AI follow-ups
Events, webhooks, voice/SMS, and sequences are native—no plugin wrangling. Logs your clients can see.
Proof you can sell
Simple pipelines and outcomes with recurring-revenue packaging your account team can repeat.
Choose the partner plan that fits how you sell
Monthly options below. Annual prepay waives setup where noted.
Partner Starter
- ✅ 1 white-label subaccount (sandbox)
- ✅ Agency brand on cards, funnels, and emails
- ✅ Core LeadTap™ card + capture + booking
- ✅ Resell framework & quick-start assets
- ✅ Slack/Email support
Annual available — 2 months free.
LeadTap™ Agency Accelerator
- ✅ Everything in Starter
- ✅ Launch up to 5 white-label subaccounts
- ✅ Prebuilt workflows (nurture, no-show, reviews)
- ✅ Zapier/Webhooks + reporting pack
- ✅ Onboarding & partner enablement sessions
Setup $1,000 (waived with annual prepay).
Agency Premium DFY
- ✅ Full DFY build for your first cohort
- ✅ Advanced automations + analytics dashboards
- ✅ Quarterly optimization + revenue playbooks
- ✅ Includes Agency Accelerator features
- ✅ Priority support (fast-lane)
Monthly plan has a $1,000 setup. Annual prepay waives it.
SMS/email usage billed at carrier pass-through rates. Numbers vary by region and volume.
Run inside your clients’ GHL/Katalyst or we can host the environment for you.