Segment your database into highly focused lists for marketing outreach and sales campaigns. Group customers or prospects all at once based on custom criteria and maintain campaign notes directly on the group to track your communication progress.
Quickly identify and select a group of relations or prospects and assign them to a named target group for specific promotional activities.
Utilize dedicated note fields for each target group to log updates such as 'First call batch completed' or 'Samples sent.'
Export your segmented lists to CSV or Excel for use in external email platforms or for offline sales initiatives.
Create targeted groups based on purchasing behavior, demographics, or engagement levels to enhance your marketing campaigns.
Segment your wholesale clients by order volume, product categories, or geographic regions to optimize your sales strategies.