Smart Lists & Segmentation

    Dynamic segments of the people already in your workspace, filtered, scored, and ready to hand off to your connected outreach tools.

    7 capabilities · Segmentation and Routine playbooks that feed your connected outreach

    What's included

    Dynamic Lists

    Auto-updating lists based on filters

    Advanced Filters

    Behavioral, activity, property-based filtering

    Live Previews

    See list members before saving

    List Management

    Create, edit, share lists across workspace

    Routines

    Playbook definitions that power your Feed and hand off list members to Leads

    Reactivation Lists

    Find inactive contacts automatically

    Follow-up Lists

    Surface contacts needing attention

    More in Relationship Intelligence

    Stakeholder Mapping

    Understand the people behind an account and the relationships that connect them.

    Roadshows & Events Database

    Find industry events and plan trips around the people you already know nearby.

    AI-assisted Routines

    Give every group of contacts a clear relationship playbook.

    Relationship Building

    Keep the context that matters and plan each follow-up around the people you want to reach.

    Further reading

    See it on your own data

    Start a trial, or book a short call and we will walk you through it with your own workflow.