Simple but flexible, Zero BS CRM uses Tags throughout to let you master your data and relationships
EASY POWER WITH TAGS!
Some tools need to be simple. Sometimes simple actually pays off better than complex. Tags are a genius invention which fit within this category. Gone are the days of 'looking things up' - savvy entrepreneurs now put in a little more effort at the beginning (tiny effort) to tag contacts or transactions, then save loads of time later!
Tagging shouldn't take long. Quickly type or click a tag to add it to a Contact
Quickly view tagged contacts in a list with just 1 click
LEVERAGE YOUR TAGS
Send out targeted mail campaigns, pass a list on to your PA, with Tags used throughout the workflow options are unlimited!
Tag All of the Things!
Tags are not just for contacts, in Zero BS CRM you can tag many of the 'objects' in the CRM. This means flexible management of almost all of your data-points, which supercharges workflows and makes sub-grouping quick and easy.
Easily add or remove tags from your CRM objects - it's a quick click or type and your contact, or other crm item is tagged!
Type your own tags
Click the X to remove a tag
Easily click a commonly-used tag to add it
Same UI throughout - Easy to get used to
Tags in the CRM
As well as using your Tags to select a group of contacts, there are many ways you can use Tagged groups throughout ZBS. For example Segments and Mail Campaigns can use tags to select an audience which can then be actioned, (e.g. send a mail campaign or apply to a workflow).
Tags used throughout the CRM
e.g. Segments, Mail Campaigns, Automations
Every tag in Zero BS CRM can be managed centrally in the different tag managers (E.g. Contact Tag Manager, Transaction Tag Manager). This lets you delete tags in bulk, or jump to a sub-group of tagged objects.
Add new tags
Delete Tags in bulk
View all tagged objects
See how many contacts are tagged with a tag
Automate Tags, Next Level Stuff:
Tags are the basis of much of the power of the modern CRM. You can do great things with Zero BS CRM's Core CRM tags, but the supercharger here is Automations & the other tools such as Dynamic Segments and Mail Campaigns to action based on your tags.