Hey @BrettLanguirand,
I believe that @ccds11 is describing a “tag” feature that is different than the solution you proposed of selecting pre-defined values from a multi-checkbox property to assign a “Tag 1” or “Tag 2”, etc to a company or contact.
The other “tagging” feature is a fast and efficient way to label and group contacts, companies, deals, etc. With this kind of “tag” feature, tags are user-defined. Anyone can create custom tags that are applicable to them and their business. Tags would be shared between all the users of the team in a multi-user account. There could be hundreds of Tags that are associated with all kinds of things. For example, cities could be tags, or employees within your firm could be tags, or project names, or plant species used on garden projects (I’m a landscape architect). Using tags this way is a user-friendly, quick, flexible, and familiar way to organize and access important data in your CRM.
Hubspot currently allows you to add “Filters” to properties as a way to work with contacts and companies in the CRM. However, I believe Filters are less flexible, less user-friendly, and slower than Tags.
Here is a short list of other CRMs I believe are using “Tags” in this way:
OnepageCRM
Nimble
Capsule
ZOHO
Insightly
Nutshell
Highrise
Base
Personally, I would really appreciate if Hubspot added the Tag idea to its feature development list! I think Tags would be greatly received by your existing and future clients.
Monica