For Sales Agents

Close deals faster with guided lead → advertiser → ad workflow

Track leads, manage advertiser groups, coordinate creative, and keep billing moving. For many advertisers, you’ll be the primary operator inside AdTap.

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Agent Workflow

  1. 1
    Capture and qualify leads
    Record lead notes and keep a simple pipeline.
  2. 2
    Convert to advertiser group
    Manage advertiser group details directly, with or without patron users.
  3. 3
    Build and move ads forward
    Coordinate specs, versions, approvals, and delivery timelines.
  4. 4
    Support billing
    Help advertisers resolve invoices and confirm non-Stripe payments when needed.

Built for real sales

Leads, notes, and relationships are first-class and tied to the ad workflow.

Advertisers without logins

Manage advertiser groups even when there are no patron users.

Cleaner approvals

Keep creative versions and decisions auditable without email sprawl.