Find What You Need. Organize Everything Else.
Custom Views and Tags give your team two powerful tools to cut through the noise — save the filters you use every day, and label records the way your team actually talks about them.
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A CRM full of unorganized data is just a very expensive spreadsheet
When your reps can't quickly find their hot leads, or your managers can't pull up the right pipeline segment, the tool gets in the way instead of helping.
Custom Views and Tags give everyone on your team a way to slice, label, and navigate data exactly the way their role demands — without changing a single record or affecting anyone else's view.
Stop rebuilding the same filters
How many times does your team apply the same filters to get to the same list? Custom Views let you save that exact combination — fields, conditions, match logic — and access it instantly from the sidebar. One click, every time.
- Save any filter combination as a named view
- Access it from the sidebar in one click
- Shared org views are always live for the whole team
Filter logic that matches how you think
Build conditions using any field on the record. Combine them with AND / OR logic. Nest groups for complex rules. Whether you need "Leads from this quarter with no follow-up" or "High-value accounts in Europe that are uncontacted", the condition builder can express it.
- Filter by any field on any entity
- AND / OR logic with nested condition groups
- No code or technical knowledge required
Views for Every Level of Your Team
Personal views for your daily workflow. Organization views for the whole team. System views as ready-made starting points.
Everyone (read-only)
Pre-built views for common use cases, provided by the platform. Clone any System view to create your own editable copy.
Clone to customize
Everyone in the company
Team-wide pipeline segments and shared reports. Any org member can open it — always showing live data.
Editable by authorized users
Visible only to you
Your own daily workflow lists. Build the exact view you need for your role without affecting anyone else on the team.
Only you can edit
Works Across Every Entity
Custom Views are available on all major record types in your CRM.
Label records the way your team talks about them
Not everything fits neatly into a status field or a dropdown. Tags let you attach short, color-coded labels that reflect the language your team actually uses — Hot, Referral, Event Lead, Needs Legal Review. Any record, any entity, as many tags as you need.
- Color-coded tags applied to any record
- Use as many tags as needed on a single record
- Works across all entity types
Group tags to keep things tidy
As your tag library grows, groups keep things organized. Put all your lead temperature tags under Priority, all your source tags under Origin, and your team can find the right tag instantly without scrolling through a long list.
- Organize tags into named groups
- Groups collapse for a clean tag picker
- Shared across the organization
Tags work with Custom Views
Tags aren't just labels — they're filterable fields. Build a Custom View that shows all leads tagged Hot with a deal value above a threshold, and you have a high-priority outreach list that updates itself automatically.
- Tags are fully filterable in the condition builder
- Combine tag filters with any other field condition
- Views based on tags stay live and up to date
The Benefit in Plain Terms
See exactly what changes when your team has Custom Views and Tags.
Without Data Management
With Data Management
Apply the same filters every session
Save it as a Custom View, open with one click
"Can you send me that list again?"
Share an Organization View — it's always live
Records labeled inconsistently across the team
Shared tags keep language consistent
Can't filter by informal categories
Tags are fully filterable in Custom Views
System views locked and unchangeable
Clone any System view and make it yours
Up and Running in Minutes
Both Custom Views and Tags take minutes to set up — no training, no configuration, no IT required.
Custom Views
3 steps to your first saved view
Open an entity list
Go to any entity (e.g., Leads) and click Views → New View.
Build your conditions
Add field conditions, set AND / OR logic, and choose Personal or Organization.
Save and use it
The view appears in your sidebar — accessible in one click from now on.
Tags
3 steps to your first tag
Create a new tag
Go to Settings → Tags and click New Tag.
Name, color, and group it
Pick a name, assign a color, and optionally place it in a tag group.
Apply it to records
Use the Tags field on any record detail page to apply your tag.
Start for free · No credit card needed
Get your data
organized today.
Save your filters. Label your records. Share what matters. Your team will wonder how they worked without it.
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