Tags

What They Are

Tags in GoCSM help you quickly group, organize, and identify contacts and companies across your system. You can use them to mark important behaviors, segment users for outreach, or trigger automations.

Think of tags like sticky notes for your CRM—they’re flexible, easy to apply, and powerful.

Popular Ways to Use Tags

• Segment Customers: Tag users based on industry, package, feature usage, etc. (e.g., "SaaS Plan", "Automation Power User")

• Track Behavior: Use tags to track events or actions (e.g., "Attended Training", "Needs Onboarding")

• Trigger Workflows: Add a tag when someone meets a condition, and use it to launch an automation (e.g., “Low Usage – Reached Out”)

• Flag Cancellations or Risks: Tag churn risks or former customers for easier tracking.