Custom Customer Tags
in progress
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Brandon Wachenschwanz
Customer Tags allows users to label, group, and organize customers within DriveCentric for easier tracking and follow-up. Tags can be added manually to individual customers or applied in bulk from Mining, helping teams identify key customer segments—like “VIP,” “Lease Renewal,” or “Truck Buyer.”
From Store Settings, users can create, view, archive, unarchive, or delete tags, keeping their tagging system clean and organized. Tags display directly on the Customer Contact Card and can be used as filters in Mining and on the Pipeline to quickly find specific customer groups.
Michele McCoy
marked this post as
in progress
Drew Adler
Merged in a post:
Hashtag.
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Destiny Sarmiento
I would love a hashtag feature on drive centric. the purpose for a hashtag is to be able to find a customer if any information is forgot.
Michele McCoy
Merged in a post:
Being able to Tag customer profiles with a #style tag.
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Alexis Johnson
A feature of being able to add a category tag to a client profile would be very helpful for BDC team or even sales. In other CRMs I've used, you can do this with a #tag group. This allows you to be able to to run a report to find all of these. This could allow us to see leads that need to be reviewed by BDC agents, managers etc. This can also help with email blasting and more. I've attached a screenshot of how this works on another CRM.
Shelby Parker
Hey Alexis Johnson, thanks for your feedback! I have a few more questions for you:
- What specific categories or tags would be most useful for your team to implement?
- How frequently do you anticipate using this tagging feature for customer profiles?
- Can you describe a specific scenario where tagging has significantly improved your workflow in other CRMs?
Michele McCoy
Merged in a post:
List Trade as a Custom Vehicle of Interest?
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Courtney Burgess
Could there be an option when adding a custom vehicle of interest to flag the customer as Trade focused? I imagine this working either as another option on the drop down (New, Used, Trade) or as a check-box for Trade on the custom vehicle.
The current use of trade-in as part of a deal is very helpful when constructing a deal but we also get a lot of trade-focused or trade-only leads and if we made it easier to separate them from truly "other" or unknown whether it's new or used leads, it would be very helpful for reporting!
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Alex Weidenbenner
Merged in a post:
TAGS FOR CERTAIN CUSTOMER CATERGORY
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EMMA GOODWIN
It would be great to have a tracker on how our reps are spending their time throughout the date. I would be great to customize the tags for customer catergories (example: calling wrong dealership, needed to speak to finance, called for service, needed parts).
Drew Adler
Merged in a post:
Filters for tags
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Alejandro Marquez
Would be amazing if we were able to customize tags and filter them, pretty much a section on top where you could find the "@'s" (@dead, @sales managers, @online credit application, etc...) to be able to optimize and fasten the process .
Shelby Parker
Thank you for posting, EMMA GOODWIN! I have a few more questions for you:
- What specific categories or tags would you like to see for tracking customer interactions?
- How would you like the time tracking feature to be integrated into your current workflow?
- Are there any specific metrics or reports you would like to generate from the time tracking data?
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Jacob Coleman
Merged in a post:
specific keyword search
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Bill Barwiler
Can we add a keyword search that would allow us to search for specific keywords attached to a customers file? It would allow us to put notes like APlan, Zplan and vice versa. It would be a very easy way for us to filter unique situations and scenarios.
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Brandon McKee
Yes, I agree with this 100%, what does it take to get this set up?
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