How to Use Client Tags to Organize Your Business Communications

Keeping your contacts organized can make managing your small business much easier, especially when you want to send the right message to the right people. Using tags for your clients and contacts in your CRM is a simple way to do just that.

📌 Why This Matters

Tags act like labels or categories for your contacts. By tagging your clients based on their interests, purchase history, or how you communicate with them, you can quickly find groups and tailor your messages. This makes your communication more personal and relevant, which helps build stronger relationships and saves time.

✨ What’s New

• Multiple Tags per Contact: You can now add several tags to a single client. This helps you capture more details and organize contacts more precisely.
• Search by Tags: Easily filter your contacts based on tags to find specific groups quickly.

🛠️ How to Use It

1. Step 1: Choose a contact in your CRM that you want to organize.
2. Step 2: Add one or more relevant tags that describe that contact, such as “VIP Customer,” “Newsletter Subscriber,” or “Prospect.”
3. Step 3: Use the search or filter option to view all contacts with a specific tag whenever you need to send messages or organize follow-ups.

💡 Pro Tip

Use tags to group clients by their interests or behavior so you can send targeted offers that increase your chances of making a sale.