Build dynamic smart lists that update automatically based on tags, scores, activity, and pipeline stage. Always know exactly who to focus on — and take bulk action in one click.
Slice your database any way you want. Filter by tags, lead score, last activity, pipeline stage, lead source, location, and dozens more criteria. Combine filters with AND/OR logic for precision targeting.
Save any filter combination as a named smart list. Lists update automatically — contacts flow in and out as they match or stop matching your criteria. Open your "Hot Buyers" list and it's always current.
Score 80+ • Active Buyer • Last 7 days
Tag: Seller • Area: Nashville • Score 40+
Source: Expired • Not contacted in 14 days
Stage: Closed • Close date within 3 years
Select all or select specific contacts from any list, then take action in one click — send a bulk email, blast a text, add a tag, assign to an agent, add to a drip, or export to CSV. Save hours of manual work every week.
Export any smart list to CSV, share with team members, or push directly to an email campaign. Your data is always accessible and actionable.
Unlimited. Create as many smart lists as you need — one for hot buyers, one for past clients, one for expired listing leads, one for each ZIP code, or any other segment. There's no cap on any plan.
Yes. Smart lists are dynamic — they update in real time as contacts match or stop matching your filter criteria. If a lead's score jumps above 75, they automatically appear in your "Hot Leads" list. If they go cold, they drop off. No manual maintenance needed.
Yes. Combine as many filters as you need with AND/OR logic. For example: tag is "Buyer" AND score is 60+ AND last activity within 7 days AND area is "Nashville." The more specific you get, the more targeted your outreach.
Yes. Export any smart list to CSV with one click. Choose which fields to include — name, email, phone, tags, score, source, and more. Great for direct mail campaigns, data analysis, or syncing with external tools.
Start your free 7-day trial. Smart lists included with every plan.