Tag Manager
Organize Everything
With Flexible Tags
A powerful tagging system that lets you categorize contacts, trigger automations, power pipeline stages, and segment your database with color-coded tag groups that work across every feature in the platform.
Structure without rigidity
Tag groups let you organize tags by category like lead source, status, or interest level while keeping the flexibility to add new tags instantly.
Automation fuel
Tags power workflow triggers, pipeline stage transitions, and audience segmentation so a single tag change can set off an entire sequence.
Visibility across features
Tags are not siloed. They appear on contacts, pipelines, campaigns, and reports so your team always has consistent segmentation data.
Tagging toolkit
Everything you need to tag, group, and segment
Tag Groups
Organize tags into named groups like Lead Source, Status, or Interest Level. Each group gets its own color so tags are visually distinct across the platform.
Tag Management
Create, rename, merge, and delete tags from a central management interface. See usage counts for every tag so you know which ones are active and which are stale.
Bulk Tagging
Select multiple contacts and apply or remove tags in a single operation. Combine with filters to tag entire segments based on field values or activity history.
Tag-Based Filtering
Filter contacts, deals, and pipeline cards by tag with AND/OR logic. Save complex tag filters as reusable views your team can access with one click.
Workflow Triggers
Use tag additions or removals as triggers in the workflow engine. When a contact receives a specific tag, automations fire instantly to move deals forward.
Cross-Feature Usage
Tags are referenced across contacts, pipelines, campaigns, reports, and automations. Change a tag in one place and it updates everywhere automatically.
Tag Groups
Color-coded organization that scales
Group related tags under named categories with distinct colors so your team can visually distinguish lead sources from deal stages from interest levels at a glance. As your tagging taxonomy grows, groups keep everything structured and searchable.
Automation Integration
Tags that trigger workflows automatically
Every tag addition or removal can serve as a workflow trigger. Tag a contact as Qualified and the system can automatically move their deal to the next pipeline stage, assign a rep, send a follow-up email, and update their KPI score without any manual steps.
Better segmentation starts here
Stop sorting manually. Start tagging intelligently.
Build a tagging system that powers your pipelines, automations, and segmentation across every feature in the platform.