PDi CRM – Tags

PDi CRM – Tags

PDi CRM – Tags can be thought of as creating multiple customer categories and assigning them to customers. Sage Pastel Accounting allows only one customer category to be assigned, with PDi CRM Tags unlimited tags can be defined, tags can be assigned manually to individual customers, prospects and suppliers. They can also be assigned based on sales figures by date or products purchased.

As an example, we could list all customers that purchased a certain or range of products within a given period, tag them with a new category and then send a targeted email to those customers using that new tag informing them of a new special event or product being launched. This being just one of many uses that PDi CRM tags can be used for to manage and extract information from your customers, prospects or suppliers.

View the following screen cast to get more information on the PDI CRM Tag function