Contacts and smart lists
CRM› Contacts› Smart ListsChecked 29 Oct 2026
Every contact, filtered and saved into lists you can message, tag or put through a workflow in one go.
Tap a number to see what it doesreal screen, demo account
Jobs on this screen
What people come here to do
77
Smart lists: segment your contacts and why it pays
Save a filtered view of your contacts (like 'customers from last year who haven't booked') and message only them.
- 1Why segment
- 2Open contacts and filter
- 3Segments worth saving
10 min · 6 steps
1022 ways
Text a group of clients at once
Send one text to a list straight from Contacts, or let a workflow send it in batches.
5 min · 0 steps
873 ways
Add contacts to a workflow
Put a whole list into a workflow at once, one person by hand, or anyone who gets a tag.
5 min · 0 steps
25
Import your customer list
Bring your existing customers in from a spreadsheet in a few minutes.
- 1Start the import
- 2Choose what you're importing
- 3Upload and choose new or update
10 min · 6 steps