heytappr for
In-app guidance for crm software
Reps live in the crm but only use a fraction of it, and every new hire asks the same five questions in their first week. HeyTappr lets them ask in their own words and walks them through the real pipeline screen, so the data gets entered the way your ops team actually wants it.
01
Clean data starts with the right clicks
Most crm mess comes from reps who never learned where a field lives. HeyTappr spotlights the exact stage dropdown, the activity button, and the required fields in order, and advances as the rep fills each one in, so the record ends up complete.
02
Guides scoped to the page they are on
Url patterns keep deal guides on deal pages and reporting guides on dashboards. Server-side AI uses that page context to match the question to the right approved guide, so a rep asking "How do I log this" On a contact gets the contact flow, not the deal one.
03
See which workflows reps never finish
The outcome funnel shows who asked, who finished, and which step they dropped at. If half your reps abandon the forecast category step, you know exactly where training or the ui needs work.
see it in your product
a demo takes fifteen minutes: heytappr guiding real users through a real interface.
questions teams ask
Does HeyTappr work inside a custom CRM, not just a big-name one?
If it runs in a browser and you can add a script tag to it, yes. Guides target elements with CSS selectors, so any web CRM you control works.
What happens after a CRM release moves a button?
The needs-attention list flags selectors that no longer match anything on the page, so you can fix the guide before reps notice.
more use cases
related terms
or just email us and see it in your own product.