Whether you’re a non-profit that has a relationship with other organizations or tends to deal directly with individuals, your focus is still on people. Our Analytics feature works hand-in-hand with your Contacts to help you organize your contacts in a way that makes sense for your workflow.
Introducing Smart Lists
By creating a Smart List, you break up your contacts into smaller segments based on their similarities or common characteristics.
What makes these lists Smart is the fact they constantly adapt to your evolving data. If a contact added into your CRM fits the criteria of your Smart List, your list will automatically update to include that contact.
Create a Smart List once, and never have to worry about it again.