Segment Every Client With Color-Coded 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.
The Problem
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 It Works
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, email workflows, and reporting all accept tag filters so segmentation flows through the system.
Key Capabilities
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.
Reporting Segments
Reports dashboard slices revenue and job count by tag so segment performance is obvious.
Org-Scoped Library
Tags live on the org so every team member uses the same segmentation vocabulary. No rogue "VIP" and "vip" duplicates.
See It 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
Frequently Asked Questions
Unlimited. Tags are lightweight text records on the org, not tier-gated.
Rename yes. Merge is a two-step: tag the target on all clients with the old tag, then delete the old tag. Both via the settings page.
No. Tags are internal segmentation and never surface on the portal, invoices, or any client-facing view.
Yes. Workflow Automation accepts tag filters on the trigger condition so workflows can fire only for tagged segments.
Pricing
Client Tags Are Included
Unlimited tags on every plan. No per-tag or per-tagged-client fees.
Included
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