Smart Lists
Automatically group contacts based on activity and information.
Dynamic lists that update automatically based on rules, so segments stay current without manual upkeep.
OmniSuite
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What is Smart Lists?
The business problem it solves
Automatically group contacts based on activity and information. Without it, the work that smart lists handles tends to slip through the cracks — missed calls, forgotten follow-ups, and disconnected records.
Key benefits
- Auto-updating segments
- Targeted campaigns
- Less manual work
Three simple steps
Set conditions like tag or activity.
Contacts join or leave automatically.
Send campaigns to the list.
Where it fits your business
How it connects with the rest of OmniSuite
Every feature shares one CRM, one inbox, and one automation engine — so actions flow across your business automatically.
Smart Lists reads from and writes to the same customer records, calendars, and workflows as every other OmniSuite capability. When something happens here, the rest of your business responds automatically.
Related features
Frequently asked questions
Some Smart Lists capabilities are included in standard plans, while others are add-ons, integrations, or services depending on your configuration. Availability is confirmed during onboarding.
Most features connect to others automatically inside OmniSuite. Some require a supported integration or provider — we'll disclose any setup, usage, or third-party requirements before you enroll.
Yes. Book a free demo and we'll walk you through a live demonstration using sample data, then recommend a configuration for your business.
Ready to put Smart Lists to work?
Book a free demo and we'll show you this feature — and the connected system around it — using sample data.