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Tags and segments help you organize the contacts in your Revenue Sol CRM so you can find the right people fast and target them with the right message. Tags are simple labels you attach to individual contacts. Segments are saved filters that automatically group contacts by the criteria you define. Together they turn a flat contact list into a system you can act on.

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Tags vs. segments

Understanding the difference helps you decide which to reach for.

Tags

Manual labels you add to a contact, like past-customer, maintenance-plan, or vip. A contact can have many tags, and you apply or remove them yourself.

Segments

Saved, rule-based groups, like “all contacts tagged maintenance-plan in the 60601 area.” Membership updates automatically as contacts match or stop matching the rules.
Use tags as the building blocks and segments to combine those tags with other data (location, lead stage, last job date) into a reusable audience.

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Creating and applying tags

You can tag a contact from their profile in the contacts area, or tag several contacts at once.
1

Open a contact or select several

Go to your contacts list and open a single contact, or check the boxes next to multiple contacts to act on them in bulk.
2

Add a tag

Add an existing tag or type a new one. Keep names short, lowercase, and consistent so they stay easy to reuse.
3

Reuse the tag everywhere

Once a tag exists, it’s available across your whole account, so you and your team apply the same labels the same way.
Tags can also be applied automatically by the automations engine. For example, when a job is marked complete, an automation can add a past-customer tag with no manual step.

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Building segments

Segments let you filter contacts by tags combined with other CRM data, then save that filter for repeated use.
1

Filter your contacts

From the contacts list, apply filters such as tags, lead stage, location, or activity to narrow the list to the people you want.
2

Save it as a segment

Give the filter a clear name like “Maintenance plan members” so anyone on your team understands who’s inside.
3

Let it stay current

As contacts gain or lose the qualifying tags and attributes, they move in and out of the segment automatically.

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Practical examples

Tag every contact whose job was completed with past-customer. Build a segment from that tag to send seasonal tune-up reminders or win-back offers.
Tag enrolled contacts with maintenance-plan and create a segment to schedule recurring service and send renewal notices.
Tag leads by where they came from, such as web-form or meta-lead, to measure which channels convert and follow up accordingly.
Tag your best accounts vip and segment them so they get faster follow-up and priority scheduling.

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Targeting campaigns and automations

Segments are how you aim your outreach. When you build an SMS or email campaign, choose a segment as the audience so the message reaches exactly the right contacts, like sending a spring AC tune-up offer only to your past-customer segment. You can also use tags and segments as triggers and filters inside automations so the right follow-up fires for the right group.
Always confirm contacts have valid consent before texting or emailing them. Tidy tags and segments keep your sends relevant and your opt-out rates low.
If you need help structuring a tagging plan for your business, reach out to the Revenue Sol team at contact@infiniterankers.io. Revenue Sol is a product of Infinite Rankers LLC.

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Next steps

Contacts

Manage your customer and lead records, the data behind every tag and segment.

Campaigns

Target a segment with SMS and email campaigns, including A/B testing.

Automations

Apply tags automatically and trigger follow-ups based on segments.