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FIG 0.0 · SMART LISTS

Segment 6 types of datain one single builder.

Contacts, deals, projects, invoices, quotes, tasks — the same filter grammar AND / OR / NOT. Live count preview, relative dates, and you send your bulk email or SMS without ever leaving the list.

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FIG 0.1 · THE BUILDER

You stack your conditions. The count updates in real time.

Nested boolean groups AND / OR / NOT up to 5 levels deep, with 14 operators(equals, contains, between, empty…). You click « Preview », the count drops in — no need to export to know how many you're targeting.

FIG 0.2 · SIX TYPES OF DATA

One builder, six worlds.

Most CRMs keep contact lists separate from deal or invoice views. Here the same filter grammar applies to 6 entities. Switching type resets the filters — never an orphan field.

Contacts
score, tags, SMS/email consent, custom fields
Deals
stage, status, value, expected close date
Projects
status, budget, progress, end date
Invoices
status, amount due, due date
Quotes
status, amount, sent date
Tasks
status, assignee, due date — privacy guard
FIG 0.3 · FROM FILTER TO SEND

Filter, then act — without leaving the list.

Email, SMS, add tag, assign, delete — straight from the segment, up to 1,000 rows. Bulk SMS goes through the conversation log, so every send stays tracked in the contact's file.

Straight up:the email blast runs in a loop on the browser side — keep the tab open while it sends. We're moving it to a server job in an upcoming iteration.
187 contacts in the list
Email
SMS
Add a tag
Assign
CSV export
Réno Bouchard inc.A$12,000
Garage NéonB$4,200
Clinique LavoieA$8,900
Filtered on ‘SMS consent = Yes’
FIG 0.4 · OPT-IN FIRST

Bulk SMS, but opt-in first.

SMS and email consent are filterable fields. You build your « SMS opt-in » cohort before the blast — which lines up with the consent rules (CASL, Law 25).

Honouring unsubscribes at send time is handled in the SMS sending module, not in the list itself.

FIG 0.5 · RELATIVE DATES

Your filters understand « the last 7 days ».

17relative date tokens, resolved server-side into precise windows. You pick « this quarter » once, the segment stays accurate every day without you retyping a date.

Today The last 7 days This month This quarter The next 30 days This year
Live
recalculated on every open
Cached
snapshot refreshed every hour
Manual
you refresh whenever you want
FIG 0.6 · REFRESH

The count keeps itself up to date on its own.

Choose how each list refreshes: live, cached (hourly snapshot for heavy lists) or manual. A cached list can show a count that's an hour old — handy for big segments, good to know before you rely on it to the minute.

FIG 0.7 · COPILOT IN ACTION

« Build the list of hot leads ».

7 Oracle tools drive your lists in plain language: create, read, count, refresh, list contacts, update, delete. You describe your segment, it builds it.

Build the list of hot leads from the last 7 days
Oracle
✓ List « Hot leads » created — contacts, score ≥ 60 AND activity in the last 7 days. 53 matches.
How many in this list now?
Oracle
The « Hot leads » list has 53 contacts. Want me to list them or refresh it?
FIG 0.8 · THE DETAILS THAT MATTER

The kind of thing you only notice when it's missing elsewhere.

Hardened builder by default
Strict whitelist of fields and operators per entity, typed values, anti-overload cap (50 conditions, depth 5). Your filters never read what they shouldn't.
Team sharing
One toggle makes the list visible to the whole org, with one-click pinning and duplication.
17 relative date tokens
‘The last 7 days’, ‘this quarter’, ‘the next 30 days’… resolved server-side, so the segment stays accurate with no upkeep.
CSV export with no Excel bomb
UTF-8 BOM, neutralizes formula injection (= + - @), up to 5,000 rows. The security nobody shows off.
Task privacy guard
A bulk delete/assign on tasks automatically limits itself to the ones you're allowed to see.
Transparent plan-gate
From 20 lists on Pro to 100, then unlimited — a warning tells you at 80% of your quota, no surprises.
FIG 0.9 · FREQUENTLY ASKED

Everything about lists.

Six: contacts, deals, projects, invoices, quotes and tasks — one builder, the same filter grammar.

Yes — nested boolean AND / OR / NOT groups, not just a flat stack of ‘AND’.

Yes — email, SMS, add tag, assign and delete straight from the list, up to 1,000 rows. The SMS logs the conversation.

Yes — 17 relative date tokens (the last 7 days, this quarter, the next 30 days…) resolved server-side, so the segment stays accurate without you retyping a date.

UTF-8 CSV export that neutralizes formula injection (= + - @), up to 5,000 rows.
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