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Contacts (CRM)Lifecycle & Tags

Lifecycle & Tags

Loopwave gives you two complementary ways to organize contacts: a structured lifecycle stage (one per contact) and free-form tags (many per contact).

Lifecycle stages

Every contact has a single lifecycle stage describing where they are in your funnel:

StageMeaning
leadA new or potential customer (the default for new contacts).
activeCurrently engaged in a conversation or deal.
customerHas purchased.
vipA high-value or priority customer.
churnedLapsed, inactive, or opted out.

Filter your contacts list by stage to focus on, say, every lead you haven’t converted or every vip who deserves white-glove care.

The churned stage is a handy place to park opted-out contacts so they’re easy to exclude from outreach. See Outreach best practices.

Tags

Tags are flexible labels you can attach in any number to a contact — website, event-2026, wholesale, refund-pending, and so on. Use them for anything the fixed lifecycle stages don’t capture.

Lifecycle vs. tags

LifecycleTags
How many per contactExactly oneAny number
ValuesFixed setFree-form
Best forFunnel positionAd-hoc segmentation

Putting it together

A single contact might be lifecycle customer with tags vip, wholesale, and bengaluru. That combination lets you build precise segments — for example, “every customer tagged wholesale” — for targeted follow-up or a broadcast.

Add internal context

Notes capture anything a label or stage can’t.