Customer tags are multi-select menus used to categorize customers, enabling companies to quickly filter and manage them based on characteristics or behaviors. For example, tags like “VIP Customer,” “Prospective Customer,” or “High Return Rate” can group customers with similar attributes for marketing campaigns, customer support, or sales analysis. Compared to fixed data fields, tags offer far greater flexibility in how they can be combined.
Customer data changes over time. Tags make it easy to adapt without redesigning your database or CRM.
Customer tags help teams:
- Segment customers quickly: Filter customers by behavior, status, or priority.
- Stay flexible: Add or remove tags without changing existing fields.
- Improve internal communication: Let sales, support, and marketing see key context at a glance.
- Support decision-making: Identify patterns such as high-value customers or frequent support cases.
Fixed fields work well when data must be standardized, such as country or customer ID. Tags are better when classification needs to evolve.
- Fixed customer fields: One value, predefined, harder to change. For example: Customer name, address, or phone number.
- Customer tags: Multiple values, flexible, easy to update. For example:
Customer behavior: First-time buyer, repeat customer, recently inactive
Customer preferences: P.M. appointment, prefers quiet treatment, likes eco-friendly products
Most CRM systems use both, with tags handling anything that may change frequently or overlap.
