← CRM & Contact Management
The Right Message to the Right Person at the Right Time.
The Right Message to the Right Person at the Right Time.
Segmentation & Tagging
Segment your contacts with powerful tagging and filtering so you can target the exact right audience for every campaign, automation, and broadcast.
∞
Custom Tags
10x
More Precise Targeting
Auto
Tag Assignment
Segmentation & Tagging — Performance
∞
Custom Tags • Updated today
Key Capabilities
Unlimited Custom Tags
Auto-Tagging Rules
Advanced Filtering
One-Click Broadcast to Segment
Features
Everything Segmentation & Tagging Can Do For You
Powerful capabilities built to drive real results for your business.
Unlimited Custom Tags
Create any tag that makes sense for your business — service type, lead source, customer tier, last job date.
Auto-Tagging Rules
Automatically apply tags when contacts take specific actions — form fill, link click, campaign enrollment.
Advanced Filtering
Combine tags, date ranges, location, and activity to build hyper-specific segments in seconds.
One-Click Broadcast to Segment
Create a segment and launch a targeted broadcast instantly — from the same screen.
Segment Size Insights
See how many contacts match each filter so you can size your campaign before sending.
How It Works
Up & Running in Minutes
Getting started is fast — no technical knowledge required.
01
Define Your Tags
Set up tags that reflect how your business thinks about customers — leads, active, VIP, seasonal, past-due.
02
Automate Tag Assignment
Build rules that auto-tag contacts based on behavior so your list organizes itself.
03
Target & Convert
Use your segments to send hyper-targeted campaigns that feel personal — not generic blasts.
Ready to Put Segmentation & Tagging to Work?
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