Records & Customization
Label once, filter everywhere.
Color-coded tags to mark records VIP, renewal, or at-risk, then filter any list by them. The same labels work across every module, not one app at a time.
Included in every plan · free for viewers & customers.
What tags & labels gives you.
Color-coded, at a glance
Mark a record VIP, renewal, or at-risk and spot it in any list without opening it. You pick the labels and the colors.
Filter and segment
Slice any list by tag to build a view of every at-risk account or every VIP contact, saved and one click away.
Across every module
The same tag works on contacts, deals, tickets, and invoices, so a customer stays flagged wherever they show up.
One connected system
One tag, felt across the business.
Because modules share records, a tag set in the CRM shows up in support, finance, and reporting the moment you apply it.
Flag an account at-risk, support sees it on every ticket.
Tag a customer VIP, finance sees it on every invoice.
Filter a report to one tag, no export needed.
More in Records & Customization.
Every feature comes with every plan, on the same connected data.