Why Pipedrive Lacks Contact Tagging and How to Work Around It

Tagging contacts is a fundamental feature in most CRM systems, allowing users to categorize and easily find specific contacts. Despite its apparent importance, Pipedrive does not natively support contact tagging. In this article, we'll explore the reasons behind this decision, and provide practical solutions for users who need this functionality.

Reasons for Lack of Contact Tagging in Pipedrive

There isn’t a specific reason for the absence of contact tagging in Pipedrive, but it can be understood why the platform may have chosen not to include this feature. In a collaborative environment, multiple users often collaborate and search using tags. Over time, this can lead to a disorganized system where the value of tags diminishes. However, this shouldn’t completely hinder your ability to manage and organize your contacts effectively.

Working Around the Lack of Tagging

One approach to overcome the absence of contact tagging is by using custom fields. Custom fields offer a flexible way to add relevant information to your contacts, making it easier to filter and categorize them.

Custom Checklists and Fields

A practical method is to add a custom checklist in your company settings. This can be linked to specific deals and used to selectively filter contacts based on these tags. For instance, you could include options like ‘Outreach Sent’, ‘Meeting Scheduled’, or ‘Proposed Deal’. This will allow you to quickly identify and prioritize your contacts based on their status within a deal or company pipeline.

For a more detailed setup, follow these steps:

Go to Company Settings and select the custom fields you need. Add these fields to specific deals as needed. Create filters based on these fields to easily find the contacts you need.

By using custom fields, you can achieve a similar level of organization and efficiency as you would with traditional tagging. This method ensures that your contact list remains comprehensible and easy to manage.

Another method is to define a custom field specifically for contact source. This can help you track the origins of your contacts, which is often a critical piece of information for sales and marketing teams. For example, you could populate this field with different sources such as:

Referral Email Campaign LinkedIn Lead Gen Google AdWords Website Visitor

This will allow you to filter and analyze your contacts based on where they came from, helping you optimize your lead generation strategies and understand the effectiveness of different marketing channels.

Conclusion

While Pipedrive may not include contact tagging, there are effective workarounds that can help you maintain organizational clarity and efficiency. Custom fields and custom checklists offer powerful alternatives, allowing you to categorize and filter your contacts just as you would with tags. This approach will help you stay on top of your CRM and ensure that your sales and marketing efforts are as effective as possible.