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.
