Customer segmentation — saved lists, categories and filters on any field
Filter contacts and companies on any field — including industry, county, city or activity code — and save the filters as lists. Manual categories let you group clients by your own criteria.
Precise lists, no Excel
Filters on any field
Combine filters on standard and custom fields to find exactly the segment you want.
Saved lists
Save a filter as a list and reopen it any time, with up-to-date data.
Manual categories
Add clients to categories you create, independently of filters.
Company registry search
Search companies by industry, county, city, tax ID or director in the built-in registry.
Export and newsletter
Segments can be used as subscriber lists in the Newsletter module, on a separate plan.
Instead of filtering exported spreadsheets, you save segments right in the CRM. A saved list updates itself when the data changes, and manual categories cover groups that a filter can't describe.
Frequently asked questions about segmentation
Find exactly the clients you need
Create your first filter and save it as a list.