CRM Tags

Simple but flexible, Zero BS CRM uses Tags throughout to let you master your data and relationships

Tags

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!

EASY TAGGING

Tagging shouldn't take long. Quickly type or click a tag to add it to a Contact

SEGMENT, VIEW

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.

Tag Contacts
Tag Companies
Tag Transactions
More than just Contact Tags
Easily add or remove tags from contacts in Zero BS CRM

Easy-to-do Tagging

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
Tag Manager

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
Tags in segments in ZBS CRM
Zero BS CRM Tag Manager

Tag Manager

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

Freelancer

Invoicing Pro, Gravity Forms, PayPal Sync, Woo Sync


$11

per month, billed yearly

Start with Freelancer
  • Access to 4 CRM extensions
  • Basic Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates

Entreprenuer

All CRM extensions, Priority Support


$17

per month, billed yearly

Start with Entrepreneur
  • Access to ALL CRM extensions
  • Priority Support
  • Single Site License
  • Access to Slack Community
  • 12 months support and updates
  • *includes Mail Campaigns

Elite

Everything in Entrepreneur + Mail Campaigns


$30

per month, billed yearly

Coming Soon
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • Single Site License
  • Free 30 minute conceirge call
  • Access to Slack Community
  • 12 months support and updates

Reseller

Everything in Elite +10 licenses and white-label


$5.40

per site, per month, billed yearly

Start with Reseller
  • Access to ALL CRM extensions
  • Mail Campaigns
  • Priority Support
  • 10 Site Licenses
  • Free 30 minute conceirge call
  • White Label / Rebrander
  • Access to Slack Community
  • 12 months support and updates
Mail Campaigns will become part of the Elite Bundle from v3.0 onwards. Buy Entrepreneur now and get Mail Campaigns included in your plan.

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