Knowledge base
Contacts, CRM, Tags & Segments
7 how-to guides for contacts, crm, tags & segments in SM2.IO — including contacts / clients with multi-identity, rich clickable timeline, tags — full management, auto / smart tagging.
See the Contacts & CRM feature →Contacts, CRM, Tags & SegmentsContacts / clients with multi-identityA unified customer record that can hold several phone numbers and email addresses under one…Contacts, CRM, Tags & SegmentsRich clickable timelineA single chronological history per customer — messages, payments, reviews, surveys, calls, voicemails, and engagement —…Contacts, CRM, Tags & SegmentsTags — full managementLabel contacts with tags and manage them across your whole customer…Contacts, CRM, Tags & SegmentsAuto / smart taggingKeyword→tag rules that tag contacts automatically as they message…Contacts, CRM, Tags & SegmentsSegments & saved segmentsBuild reusable audiences by filtering on tags, spend, recency, or…Contacts, CRM, Tags & SegmentsLead-source attributionTrack where each contact came from and report on which sources…Contacts, CRM, Tags & SegmentsProduct Link (e-commerce)Insert a product link from your store directly into a text or…
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Unified Inbox & MessagingSMS / TextChannels — Webchat, Facebook, Instagram, Email, Lead FormsPhone, Voice & SoftphoneFaxReviews & ReputationSurveys & Feedback (NPS/CSAT)Sales Pipeline, Tasks & Custom FieldsCampaigns, Blasts & Drip AutomationAI Assistant & Knowledge BasePayments, Invoices & EstimatesAnalytics & ReportingTeam, Staff Directory & Roles/RBACNotifications & Internal MessagingConversation Folders, Archive & Follow-upBulk Import / ExportBilling, Tiers & ModulesMulti-location / OrganizationsOnboarding & SignupIntegrations & APIWebsite Widget & Form WidgetCompliance, Consent & GuardrailsBranding & White-label
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