Simplify Your Call Center Workflow with Contact Tags

Use contact center tags to categorize customer interactions, enhance agent efficiency, and deliver personalized service at scale. Enhance your workflows and streamline customer segmentation—all in one place.

Quickly identify customer types and needs with CRM contact tagging.
Route calls more effectively based on custom segmentations.
Increase team efficiency by organizing contacts for faster follow-ups.

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Tag and Sort Contacts With Ease

Automate Campaigns

Launch targeted campaigns with just one click using automated contact segmentation. Assign specific CRM contact tags and instantly populate calling queues.

Control Your Call Flows

Use contact tags to manage call routing with precision. Prioritize VIPs by sending them to the front of the queue, or use “Do Not Contact” tags to automatically exclude certain numbers.

Upload Tags in Bulk

Speed up contact organization by importing pre-existing tags via CSV or API, or create new ones in bulk. Save time on manual updates and maintain easy data management.

We’ve helped thousands of global companies

Case studies featuring customers who are building faster.

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Revolutionizing Revolut’s Efficiency and Saving 40+ Hours

“Thanks to CloudTalk’s reliability, we could improve sales teams’ performance and close more deals than we could have ever imagined.”

Jamie Devlin
Head of Operations

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Increasing productivity for 200 customer support agents

“With CloudTalk’s Analytics I now get to see every step of the way. We can find discrepancies and gain a much better understanding of our teams.”

Nelly Donnelly
Service Delivery Manager

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Delivering success for Glovo’s customer support team

“CloudTalk improved our team’s cost and efficiency. The script feature allows us to lead the calls in a much more systematic way.”

Yohann Bensadoun
Global Supply Growth

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Scaling outbound calls for MyHeritage 158 sales agents

“We have seen a significant increase in our outbound call volume. We can now reach out to more prospects and customers than ever before.”

Elay Sasson Call
Center Manager

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What Are Contact Tags?

Contact tags are labels you can assign to customer records to help you categorize, organize, and manage your contacts with ease.

Often used in CRM systems, contact tagging allows teams to segment users based on behavior, status, or campaign relevance. Whether you’re grouping leads, flagging VIPs, or marking campaign lists, tags give you more control over customer segmentation and personalized engagement.

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How Does Contact Tagging Work?

Contact tagging works by adding labels, such as “Hot Lead” or “Cold Prospect,” directly to a contact’s profile in your CRM or phone system. These tags make it easy to filter, search, and segment contact lists based on status, priority, or campaign relevance.

With smart contact tagging in call centers, your team can quickly identify and reach the right people—streamlining targeted communication and improving efficiency across the board.

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Benefits of Contact Tags

Make Every Tag Work for You

Get Calls to the Right Agent Faster

Leverage contact tags to power smarter call flows with Skill-Based Routing. Automatically direct calls to the most qualified agents based on customer type, issue, or interaction history—improving speed and accuracy.

Deliver Personalized Messages That Convert

Segment contacts by industry, engagement level, or purchase history with contact tagging. Deliver more personalized messages and improve your outreach strategy through tag-based customer segmentation.

Automate Actions to Save Time and Boost Sales

Trigger actions automatically using tag-based automation. Apply tags at each stage of your sales pipeline to send follow-up calls, SMS reminders, or voicemail drops—boosting efficiency and keeping customers engaged.

Unlock Insights to Make Smarter Decisions

Analyze tagged customer segments to uncover trends, behavior, key preferences, and performance insights over time. Use this data to optimize marketing, improve customer service, and refine your sales strategies.

How to Create Contact Tags in CloudTalk?

Log in to CloudTalk and navigate to the “Contacts tab” on the dashboard.
Click the magnifying glass to inspect the contact, and select “Edit Contact Info”.
Add or edit existing contact tags in the “Tags” field and save your changes.

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Features

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Spam Protection

Block known spam numbers manually or automatically for both inbound and outbound calls, and streamline calling.

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Contact Tags

Easily categorize customer interactions with contact center tags. Deliver efficiency and personalized service.

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User Management

Upload users, assign permissions, and manage call queues and ringing strategies in bulk without any extra effort.

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Flagship Feature

Wallboard

Showcase real-time performance and call center metrics to your entire team — live and in a variety of different formats.

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Frequently asked questions

Everything you need to know about the product and billing.

What are contact tags in a CRM?

Contact tags are customizable labels that help categorize and segment contacts based on attributes like behavior, status, or preferences, enhancing organization and targeting.

How do contact tags differ from contact types?

Contact types define a contact’s primary role (e.g., customer, lead), while tags offer flexible, multi-faceted categorization for more nuanced segmentation.

How can I use tags for customer segmentation?

Assign tags based on criteria like purchase history, location, or engagement level to create targeted groups for personalized marketing and communication.

Can contact tags trigger automated actions?

Yes, tags can initiate workflows such as sending follow-up emails, assigning tasks, or updating contact statuses, streamlining processes and saving time.

How do I manage tags in bulk?

Most CRMs allow bulk tag management, enabling you to add, edit, or remove tags from multiple contacts simultaneously for efficient organization.

Are contact tags visible to all team members?

Typically, yes. Tags are shared across the CRM, ensuring all team members have consistent information for collaboration and communication.

Can I delete or rename tags without affecting data?

Deleting a tag removes it from all associated contacts, but doesn’t delete the contacts themselves. Renaming a tag updates it across all linked records.