Tag It
Meet Tag It: the Ultimate Tagging & List Management Tool for Salesforce. Tag, segment, and take action on any record in Salesforce—your way.
Struggling to keep your Salesforce data organized?
Disorganized records, time-consuming segmentation, and rigid tools slow down marketing, sales, and operations. With Tag-it, you can instantly categorize and segment any record in Salesforce—Contacts, Accounts, Cases, Opportunities, Products, and more—and take meaningful action with just a few clicks.
HOW IT WORKS
Tag Anything
Apply custom tags to records for quick filtering and organization.
Segment Like a Pro
Use multi-criteria filtering to create precise lists.
Take Action Instantly
Export, automate workflows, or push Contact-based lists to Marketing Cloud.
Automate & Clone
Reuse successful lists and workflows without starting from scratch
Why Choose Tag It?
Works on Any Record in Salesforce
Tag Contacts, Accounts, Cases, Opportunities, Products… the options are endless!
Custom Tagging System
Build flexible, reusable categories that fit your business needs.
Take Instant Action
Segment your records and send lists to Marketing Cloud (Contacts only), export reports, or trigger automation.
Admin-Friendly & Secure
Built on Salesforce, with native security features for complete control over who can create, view, edit, and delete tags.
Lightning
Fast Implementation – No coding required. Get up and running in no time.
“Tag-it transformed the way we manage data in Salesforce. Now, we can instantly segment records and take action without the usual manual hassle or relying on what is in people’s heads!”
“We used to struggle with organising contacts —now, with Tag-it, our teams can tag, filter, and find exactly what they need in seconds.”
Features for Users
Flexible Tagging – Create custom categories to track anything important to your business.
Advanced Filtering – Quickly find and group tagged records for targeted outreach or internal workflows.
Effortless Sharing – Share segmented lists with colleagues or export for further processing.
Integrated with Marketing Cloud – Instantly push Contact-based lists for automated marketing journeys.
Features for Admins
Built on Salesforce Security – Control who can create, view, edit, and delete tags using native Salesforce permissions.
Customizable Rules – Set up predefined tagging rules for consistency across teams.
Audit & Compliance – Keep track of tagging changes with Salesforce audit logs.
Scalable & Configurable – Adaptable for any industry and business size.
Why Choose Ribbonfish?
Master Builders on Salesforce
Decades of expertise in building scalable, enterprise-grade Salesforce solutions.
Trusted by Leading Organizations
Used by businesses to streamline their contact and data management.
Designed for Performance
Lightning-fast tagging and list building, optimized for enterprise use.
Pricing
Starts at just $5 per user per month (£4 GBP). Enterprise pricing available for large-scale deployments.
See It in Action
Let’s make your record management effortless. Book a demo today!