Color-coded tags, dynamic segments that update in real time, and automation triggers that put follow-up on autopilot. Your contacts, perfectly organized.
Tag contacts with unlimited color-coded labels to categorize leads, track sources, and flag priorities. Apply tags manually, in bulk, or let auto-tag rules do it for you.
Segments are smart lists that update themselves. Define criteria once — tags, custom fields, activity, pipeline stage — and the segment automatically includes every contact that matches, in real time.
Tags and segments become powerful when they trigger actions. When a tag is added or a contact enters a segment, CloseDaily can automatically start drips, assign tasks, send notifications, and more.
No limits. Create as many tags as you need, assign unlimited tags per contact, and choose from a full color palette. Tags are available on every CloseDaily plan.
Set rules like "when a lead comes from Zillow, add the Zillow Lead tag" or "when a contact's pipeline stage changes to Under Contract, add the Active Deal tag." Rules run automatically in the background — no manual work required.
Yes. Segments are dynamic — they evaluate their criteria in real time. When a contact matches the rules, they enter the segment automatically. When they no longer match, they exit. You never have to manually maintain a list.
Absolutely. Tags are the building blocks, segments are the dynamic groups built from them. Use tags as criteria in your segments, trigger automations when tags are added, and target segments with campaigns. They're designed to work together.
Start your free 7-day trial. Tags, segments, and automation on every plan.