Client Tags

Summary
Tag customers (single or bulk) to drive automations and dynamic reports.

Details

  • Bulk tag assign/remove; tag presets.
  • Automation rules: on add/remove trigger flows (e.g., Brevo, Zapier).
  • Dashboards and lists filterable by tag; export by segment.

Acceptance Criteria

  • Apply/remove tags individually and in bulk.
  • Automations fire reliably on tag changes.
  • List/dashboard filters are fast and accurate.

Examples

  • VIP tag: monthly thank‑you email + segmented revenue widget.
  • Reactivation: 90‑day inactive → auto email via Zapier.
  • Accountant: export open items only for "SMB" segment.