Product description
This tool automatically adds tags to customer notes using keyword rules. It greatly reduces repetitive manual work.
Key features
· Set 'keyword=tag' rules
· Automatically add tags to customer notes
· Segment customers by tag
· Save as CSV
When you run it, results are shown at a glance on a dashboard with KPI cards, charts, and a completion-rate gauge.
A good fit for
· People who want to spend less time organizing Excel files and other files
· People running a business without staff who want to automate repetitive work
· People who find complex programs burdensome and want to finish tasks in just a few clicks
Leave time-consuming work to one button click, and use the time you save for more important tasks.
