CRM client tags
Create tags like VIP, Commercial, or Snowbird with custom colors, apply them to any client, and filter lists by tag to target campaigns and operations.
Live in 5 minutes · No setup fee · No long-term contract
When the client list is one big bucket
Every service business has client segments, VIPs, commercial accounts, seasonal residents, warranty jobs, and most CRMs force you to stuff them into the status field or a notes column.
Status Can't Carry Segments
Client status is lead/active/inactive/archived. There is no room for VIP, Commercial, Snowbird, so those segments end up in notes where nothing can filter them.
Campaigns Miss the Right People
Without tagging, blasting a seasonal promo hits everyone. Your commercial clients get residential offers and your VIPs get treated like everyone else.
Reporting Is Blind to Segments
Without tags, you can't answer "how much revenue came from VIPs this quarter" without a spreadsheet export.
How tagging actually scales
Create Org-Level Tags
From settings, create tags with a name and color. Reuse across every client in your org. Unlimited tags, no schema changes.
Apply Tags to Clients
On the client detail page, pick from existing tags or create on the fly. Multiple tags per client are supported.
Filter the Client List
The clients page has a tag filter that ANDs across tags. See all VIP Commercial clients with two clicks.
Target Campaigns by Tag
Bulk SMS campaigns and the clients list both accept tag filters, so a segment you define once is usable where you act on it. The reports page filters by date rather than by tag.
What you can do with a tag
Color-Coded Badges
Pick any color per tag. Badges render in tables, on client cards, and in exports so segments are visible at a glance.
Multiple Tags Per Client
Tag a client as both VIP and Commercial. The filter understands AND logic so intersection queries work.
Filter on Clients Page
Tag chip above the clients table. Click to include, cmd-click to exclude, clear with one tap.
Campaign Audience Filter
Bulk SMS and email audience builder accepts tag filters so you can text only VIPs or only Commercials.
One Vocabulary Per Business
Tags are defined once at the business level, so the whole team segments the same way instead of inventing their own labels.
Org-Scoped Library
Tags live on the org so every team member uses the same segmentation vocabulary. No rogue "VIP" and "vip" duplicates.
How each trade segments customers
The service businesses that get the most out of this feature, and the specific way each one uses it.
A tagged segment in action
Real tag usage from Smarfle service businesses.
Tags Defined
Clients Tagged
Tagged Jobs (30d)
VIP (gold)
47 clients, $84k revenue this quarter
Commercial (blue)
28 clients, 3x avg ticket
Snowbird (teal)
34 clients, Oct-Apr active
Tag questions
How many tags can I create?
Can I rename or merge tags?
Are tags visible to clients?
Can tags trigger workflows?
What tags cost
Client Tags Are Included
Unlimited tags on every plan. No per-tag or per-tagged-client fees.
Included
View all plans