CRM
Define the criteria once — "active customers in Paris, email consent, purchase < 6 months" — and the segment lives its own life: every contact meeting the conditions joins, every contact that no longer matches leaves.
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How it works
No more redoing exports every month: the dynamic segment reflects your current data. Combine standard properties, custom fields, consents, normalized countries and even linked object properties — the count updates as you build.
An email campaign targets a segment; an automation reacts when a contact enters a segment; AI recipient suggestion refines further by ranking members by relevance. The segment is the targeting building block of the whole suite.
Go further
The entire customer relationship on a single record: activities, deals, exchanges.
DiscoverYour business applications, with no development: properties, case files, contracts, with segments and automations.
DiscoverOnline PDF editor and AI enrichment: OCR, summary, filing.
DiscoverUse cases
Detailed scenarios with figures, where this hub plays a central role: the starting situation, what gets put in place, what it shifts.
3 branches, 240 mandates, and a six-hour first response time.
Discover Retail34 stores, one number, and every request routed to the right shop.
Discover Retail9 people, 12,000 customers, and 40 workflows running overnight.
Discover Retail3 brands, 210 stores, 40,000 conversations a month and 26 advisers.
Discover Retail12 salons, a card in the phone, no more paying for SMS reminders.
DiscoverFAQ
A list is static: you add contacts to it manually or by import. A segment is dynamic: its members are recalculated continuously based on your criteria. Both can be targeted in a campaign.
Yes: cross-segments filter contacts by the properties of their linked objects — for example "contacts linked to a case file with status 'in progress'".
Yes, that is the definition: a segment is a query, not a snapshot. A contact who meets the condition enters it, one who no longer does leaves it — with no intervention.
Yes: conditions can sit on the contact, their company and linked objects. “Customers of one product, dormant six months, whose contract is coming due” is a single segment.
Consent is checked per channel at send time, not at segment time. Someone unsubscribed can belong to an analysis segment and still never receive the campaign.
Another question? Write to us — a human will answer.
Create your free account in two minutes: CRM, telephony, marketing, appointments and customer service — all in one place, with AI built in.
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