Managing your client interactions and relations becomes more complex as your business grows and your client base expands.
To help you leverage the mass amount of information you have on each client, we've added the option to label, organize, group and filter your client data with the help of tags.
Using tags, which are a common word or phrase assigned to a client, allows you to store varied client info and translate it into valuable actions for your business.
With tags, you can easily filter and analyze clients based on specific categories or topics associated with them. Tags will help you distinguish between groups of clients - for example prospects, clients and VIP clients.
In addition to sorting clients quickly based on common attributes, tags is an easy way to group clients and perform bulk operations such as sending an announcement or promotion.
For example, you can use tags to mark clients that attended a webinar you hosted, storing this valuable information at your fingertips and using it for future interactions - such as scheduling a follow-up appointment, inviting them to your next webinar, or sending them a promotional email with a relevant offering.