Simply Action Tags features

Your database

The records, fields, cleanup tools, and history that keep the team working from one reliable source.

What’s included

Records for the people and work you manage

Track tags, scans, and linked records — with the notes, history, and related records that explain them — in one place.

See how teams using tags and passes use this

One record can hold contact details, history, forms, payments, and notes instead of five spreadsheets.
The operations team can open a single record and see the whole relationship before replying.
New kinds of records can be added later without starting the database over.

Included by planBuild free with up to 500 test/sample records in the non-production sandbox; paid production plans start at $69/mo up to 2,500 actively managed records.

Pricing details

Public plans run up to 25,000 actively managed people or core records.
Beyond 25,000 continues transparently at $15 per 1,000 average records above 25,000; a custom agreement remains optional.
Archived people or core records stop counting toward your plan without being deleted.

Statuses, categories, and choices your team understands

Use your own statuses, categories, stages, and choices so the operations team does not have to translate the system's language.

See how teams using tags and passes use this

A status list like Inquiry, Active, and Alumni can match the words already used around the tag tool.
Consistent choices mean reports never split across five spellings of the same thing.
Update a list once and every form, view, and report follows.

IncludedIncluded on every plan, including Free.

Smart lists that update themselves

Keep saved groups current automatically: active tags, scans, and linked records, overdue follow-up, full sessions, or any other useful segment.

See how teams using tags and passes use this

A list like "active tags, scans, and linked records with no activity in 90 days" can stay current on its own.
New records that match the rules join the list automatically; nobody re-tags anything.
Follow-up queues can empty themselves as the work gets done.

IncludedIncluded on every plan, including Free.

A clear change history

Track who changed what and when, including system and automation activity that matters for support and compliance.

See how teams using tags and passes use this

"Who changed this phone number?" becomes a lookup, not an investigation.
Sensitive records show a full trail of edits, imports, and merges.
Offboarding reviews can confirm what an account touched and when.

IncludedIncluded on every plan, including Free.

The complete platform behind Simply Action Tags has far more than this page shows — every database, view, automation, website, and integration capability is on the Simply360 feature index with its price.

Browse the full Simply360 feature index

Ready to see Simply Action Tags in context?

We can walk through the features that matter for teams using tags and passes and leave the rest out of the way.

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