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Onboarding

Set up by hand, by the people who build it.

There's no self-serve signup. Every brokerage is set up personally — which is why we're starting with two to three brokerages.
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Setup fee
$500 once
First data load
Included
Billing starts
When you sign the order form
Who you work with
The TAP CRM team, directly

§ 01The steps

Five steps, and you know who does each one.

We don't publish a timeline because each brokerage's data and team are different. The start date goes in your order form.
  1. You

    Step 1: Tell us about your brokerage

    A short form that goes to a person on the TAP CRM team. No account is created automatically.

  2. Together

    Step 2: A working call

    We talk through your seats, your book and the data you have today, and walk you through the product.

  3. You

    Step 3: Sign the order form

    Seats, price and start date in writing. Nothing is billed before you sign.

  4. Our team

    Step 4: Setup and your first load

    We set up your users and roles and load your contacts and companies from our import template.

  5. Together

    Step 5: Working alongside you

    You work directly with the people who build TAP CRM while your team puts its deals, contacts and listings on the record.

§ 02Before setup

What to have ready.

None of it has to be tidy. Messy spreadsheets are what the data cleanup service is for.

  • Who's on the team

    Names, emails and roles, so we can set up access: who sees the firm and who sees their own book.

  • Your contacts and companies

    On our import template — one load is included in setup.

  • Your active deals and listings

    The ones you're working now, so live work moves onto the record first.

  • Your Google Workspace

    If you want Gmail threads and Drive files on your records, each user connects their own account.

§ 03The setup fee

What the setup fee pays for.

Account setup & onboarding

$500 once

  • Setting up your brokerage's account, users and roles
  • One load of your contacts and companies from a file you prepare on our import template
  • Hands-on help getting your team working in TAP CRM

Cleanup, de-duplication, properties and anything beyond one template load are the separate Data cleanup & import service. See the packages.

Bigger or messier data? The data cleanup & import packages start after a dry run on your own files.

§ 04Support

Who you talk to.

While you get started you work directly with the people who build TAP CRM, by email and by phone. There's no ticket queue between you and the person who can change the product.

Support hours and response times are written into your order form. We don't publish a response-time promise on this site.

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