Ask once and a companion reads all 200 tags, groups the duplicates, names the dead ones, and stages the merges for you to approve.
Everything in Agile CRM is a tag. “webinar-may”, “Webinar May”, “webinar_may_2024”, and a tag called “hot” applied by a salesperson who left. Every segment built on top of them is wrong in a way the segment builder cannot show you.
A companion reads all 200 in one pass and comes back with the ones that duplicate each other, the ones on fewer than five people, and the ones nobody has used since last year. Then it stages the merges. You connect Agile CRM once and see exactly what it can reach before you allow it.
01
The tag audit nobody schedules
One instruction: tell me which tags are duplicates of each other, which are applied to fewer than five people, and which have not been used since last year. Read-only, and it produces a page you can decide from.
Then the part that used to eat a morning. Merge the three spellings of the webinar tag, retire the dead ones, and re-tag the contacts caught in the wrong bucket. You approve the batch.
02
Why does a deal milestone go stale so quietly?
Because nothing in the CRM notices.
A deal sits in “Proposal Sent” looking healthy while the prospect quietly hires an in-house version of what you sell, and that fact lives on their careers page.
A companion pulls the deals in a milestone, then goes and looks: the site, the job board, the recent announcements. You get a short list with evidence attached and a proposed note on each record. The recurring version is weekly sales pipeline review with AI.
03
What should stay in Agile’s own automation?
Anything that has to happen every time.
Web-to-lead handling, the drip that fires on a tag, score increments, the task created when a deal moves. Those are rules and they run without anyone watching.
Yes. Connect the account once and a companion works contacts, companies, deals, tasks, notes and tags: auditing what your 200 tags have become, then staging the merges and the re-tagging for your approval.
Yes, and it is a good first job because the analysis half is read-only. You get which tags overlap, which are barely used and which have gone quiet, then the merges arrive as one batch.
That is the pairing this is built for. A companion opens the company’s site, job board and recent announcements, then proposes a note and the field updates on the matching record. Nothing is written until you approve it.
They do different halves. Drips, scoring and form handling run on rules. A companion takes the steps that need somebody to read the open web and make a call, at a volume no person gets through.
Agile CRM Strawberry