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
Codexes
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
Engage the whole buying group with full context
Contacts
Contacts and companies with custom fields, clustering, search, and bulk actions.
Communication
Unified inbox and email sync, plus browser-based meeting recording: transcripts and Lumo summaries land on the right contact automatically.
Tasks
Tasks, bundles, calendar sync, and activity logging in one place.