Sort customers into groups with a customer segmentation CRM

A customer segmentation CRM lets you sort customers into groups that share something, then view or filter them by those groups. In CIPHER CRM you define the groups yourself, the customer list can be shown group by group, and one customer can belong to as many groups as fit.

Customer groups are set up in settings. Add the groups your business uses, such as wholesale, retail or key accounts, and they become available on every customer record. From then on, anyone on the team picks from that same list when they place a customer in a group.

Yes. A customer can belong to several groups at once. In the grouped list view they appear in the section for each group they belong to, so a buyer who is both a distributor and a key account shows up under both headings.

Customers who have not been placed in any group gather in an ungrouped section at the end of the grouped list. That makes it easy to see who still needs sorting, so new customers do not slip through without a group for long.

Yes. Group is one of the filters on the customer list, along with Assigned to me, Created by me, Pinned, assignee and tag. Pick a group to see only those customers, or combine it with other filters to narrow the list further before you start calling.

Customer groups are a set list you define in settings, and they drive the grouped view with one section per group. Tags are quick labels you can create as you type on customers and many other records. Many teams use groups for the main split and tags for extra detail.