CRM tags: type any label you like to group your work

CRM tags are short labels you add to records to group them in ways a status cannot. In CIPHER CRM you can tag leads, customers, projects, tasks, documents and expenses, create a tag just by typing it, and filter any of those lists by tag in one step.

You can tag leads, customers, projects, tasks, sales documents such as proposals, estimates and invoices, and expenses. All of them draw from the same central tag list, so one label means the same thing wherever your team uses it. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Start typing in the tags field on a record. If the tag already exists, pick it from the suggestions. If it does not, you can create it right there. The tag applies to the record the moment you choose it, with no save button to press.

Tags in CIPHER CRM are managed centrally in settings. That gives your team one place to review the list and keep it to an agreed set, so records do not end up split across 'VIP', 'vip' and similar spellings of the same idea.

Yes. Every list in CIPHER CRM that carries tags has a tag filter, including leads, customers, projects, tasks, documents and expenses. Pick a tag and the list narrows to the records that carry it. Tags are also covered by full text search.

A status is the one stage a record is at, and a record has only one at a time. Tags are extra labels, and a record can carry several. Use statuses to track where work stands in your pipeline, and tags for anything else you want to group records by.

No. Tags work from the first day in every CIPHER CRM plan. You can start typing tags on records straight away and tidy the list in settings whenever you like, so there is no planning session needed before the team starts labeling.