Organize with color-coded tags
Add custom labels to customers, subscriptions, products, invoices, and more. Filter, segment, and automate your entire billing workflow with powerful tags.
Tag 7 different entity types
Apply tags across your entire billing workflow. Each entity type has its own tag namespace.
Customers
Tag customer profiles for segmentation
Subscriptions
Organize recurring billing by plan or status
Products
Categorize your product catalog
Invoices
Track invoice status and priority
Smart Links
Organize marketing payment links
Expenses
Categorize recurring expenses
Support
Tag support-related items
18 colors for visual clarity
Choose from a carefully curated palette to create instant visual recognition across your dashboard. Use consistent colors for similar tag types.
Powerful tag features
More than just labels — tags integrate deeply with filtering, automation, and analytics.
18 Color Options
Color-code your tags for instant visual recognition across your dashboard.
7 Entity Types
Tag customers, subscriptions, products, invoices, smart links, expenses, and support items.
Advanced Filtering
Filter any list by tags with AND/OR logic for precise segmentation.
Automation Triggers
Automatically add or remove tags based on email events and customer actions.
Usage Tracking
See exactly how many entities use each tag with detailed analytics.
CSV Export
Export tagged entities for reporting and external analysis.
Per-Business Isolation
Tags are completely private to your business account.
Unlimited Tags
Create as many tags as you need per entity type. No limits.
Real-world use cases
See how tags help you organize and segment your business data for better insights.
Customer Segmentation
Segment customers by lifecycle stage, value, or source to personalize communication and track health.
Subscription Management
Organize subscriptions by plan tier, billing cycle, or status for better revenue insights.
Marketing Campaigns
Tag smart links by campaign source to track which channels drive the most conversions.
Invoice Organization
Keep track of invoice status beyond paid/unpaid for better accounts receivable management.
Filter with AND/OR logic
Select multiple tags and choose how they combine. Find exact segments or broad groups with a single click.
ANY (OR Logic)
Shows items with at least one of the selected tags
ALL (AND Logic)
Shows items with all selected tags
Automatic tagging via email events
Set up automations to automatically add or remove tags based on email delivery status. Keep your customer data clean without manual effort.
Automatically tag customers when their email bounces to prevent future delivery issues.
Tag customers who mark emails as spam to respect their preferences.
Confirm email validity when messages are successfully delivered.
Pro tip: Email verification workflow
Create a "Verified Email" tag and automatically remove it when emails bounce. Use this tag to filter customers with confirmed email addresses for important campaigns.
Naming Best Practices
- Use descriptive names: "Q4 2025 Campaign" not "Campaign1"
- Be consistent: "VIP Customer" and "VIP Product" are clear
- Use categories: "Lead Source: Website", "Lead Source: Referral"
- Start simple: Begin with 3-5 essential tags per type
- Review regularly: Remove unused tags quarterly
Avoid These Mistakes
- Don't use vague names: "Tag1", "Test", "New"
- Don't create duplicates: "VIP" and "V.I.P." and "vip"
- Don't use overly long names (max 255 characters)
- Don't delete tags without checking usage first
- Don't create too many tags — start simple and expand
Ready to organize your billing data?
Start using tags to segment customers, track campaigns, and automate workflows.
14-day free trial • No credit card required • Unlimited tags