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Description
Ascend consolidates five essential workflows that agencies engage in weekly—forms, databases, pages, time tracking, and invoicing—into a single workspace. Rather than relying on multiple platforms like Notion, Tally, Calendly, Toggl, and FreshBooks, you can manage the entire client lifecycle within one unified system that maintains consistent data throughout.
When a client fills out an intake form, the information is directly entered into your database. Each entry is accessible as a comprehensive page containing notes, files, sub-tasks, and a built-in timer for tracking purposes. Hours logged seamlessly contribute to an invoice created from that same entry, eliminating the need for CSV exports or the hassle of copy-pasting between different applications.
This platform caters specifically to independent consultants and small agency studios that charge on an hourly basis or a retainer model. You can begin with a free tier, and then choose between the Solo plan at $19 per month or the Studio plan at $49 per month, both of which come with no additional fees for extra users. Additionally, there’s a 30-day free trial available for paid plans, requiring no credit card for sign-up, allowing you to explore its features risk-free.
Description
Tapform is a no-code platform that empowers businesses, from individual entrepreneurs to scaling agencies, to create high-converting forms and optimize lead generation processes effortlessly. With a simple drag-and-drop interface, users can design forms using AI-assisted tools or select from professionally designed templates. The platform includes powerful features such as conditional logic, multi-step flows, and UTM tracking to increase form conversion rates. Tapform also integrates with a wide array of tools like Zapier, HubSpot, and Google Ads, automating workflows and streamlining data collection. Users can personalize the look and feel of their forms to align with their brand and manage leads efficiently with a user-friendly dashboard. Whether you're using Tapform for client onboarding, surveys, or funnel-building, it provides a comprehensive solution to improve business operations.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Calendly
Google Ads
Google Analytics
Google Tag Manager
HubSpot CRM
HubSpot Customer Platform
LinkedIn Ads
Meta Pixel
Pipedream
TikTok Ads
Integrations
Calendly
Google Ads
Google Analytics
Google Tag Manager
HubSpot CRM
HubSpot Customer Platform
LinkedIn Ads
Meta Pixel
Pipedream
TikTok Ads
Pricing Details
$19/month
Free Trial
Free Version
Pricing Details
$19.99/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Optivation
Country
New Zealand
Website
www.optivation.io
Vendor Details
Company Name
Tapform
Founded
2024
Country
Croatia
Website
tapform.com
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Product Features
Online Form Builders
Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys
Alternatives
No Alternatives