Closed lists where you need them. Free-form where you do not.
Categories are admin-curated colored vocabularies — Industry, Lifecycle, Region. Tags are free-form labels anyone can add. Both filterable, both visible on detail pages, both designed so your team can find what they need without sorting through 14 variations of the same thing.
Each plays a different role
Categories — the closed vocabulary
Admins define categories per entity type. Each category is a colored chip with a fixed value list. Use them for fields that should be standardised across the team — Industry, Region, Customer Tier, Lifecycle. No more 14 spellings of "Manufacturing".
Tags — the free-form layer
Anyone can add a tag. Multi-select. Filterable everywhere. Use them for the things you cannot predict in advance — campaign codes, internal jargon, situational labels. When a tag matures into a standard, promote it to a category.
Useful, not decorative
Five entity types
Briefings, deals, people, companies, tasks. Each has its own independent category and tag sets.
Filterable everywhere
Every list page lets you filter by category or tag. Combine with other filters for sliced views.
Visible on cards
Categories surface as colored chips on detail pages and as stripes on cards for at-a-glance grouping.
Bulk-applicable
Bulk-edit tags or categories on multi-select. Apply, replace, or strip across many records at once.
Admin-curated categories
Only admins create or rename categories. Members can only assign — no rogue "Mfg" / "Manufacture" / "Manfacturing".
Tag-to-category promotion
When a tag stabilises into a standard, an admin can promote it to a category. Existing values carry over.
Frequently asked
Categories are a curated, closed vocabulary per entity type — colored chips defined centrally by an admin. Tags are free-form, multi-select, anyone can add them. Use categories for closed enumerations ("Industry", "Lifecycle"); use tags for everything else.
On detail pages (with the chip styling), as filters on every list page, and as columns where it makes sense. Categories also surface as colored stripes on cards for at-a-glance grouping.
No — that is the point. Categories are admin-curated to keep the vocabulary tight. Tags are free-form for the rest. If you find a tag growing into a closed list, promote it to a category.
Briefings, deals, people, companies, and tasks. Each has its own independent set, configured per workspace.
Yes. Categories and tags are filterable in every list view, and the filtered list is what the CSV export uses.
A clean taxonomy without the politics
Join the CRM beta. Set up your categories once; let your team tag freely on top.