Group your customers by what they told you, then reach the right group
Label people (VIP, Arabic-speaker), keep every answer from your forms (budget, area, service), and save groups like "serious buyers this month" that update themselves. Use a group to send an offer, start follow-ups, build an ad audience or filter a report.
In plain words:A group here is a saved filter, like "everyone who asked about villas this month". It updates itself as customers come and go, so you never send this month's offer to last year's list.
A group built from the answers your forms collected
Budget, area, service, stage, label, combined once, then used by an offer, a follow-up series, an ad audience and a report without being rebuilt.
Save a group once, and use it everywhere
A group here is a live filter over your own customers, not a list somebody exported in March.
- 01Your forms fill in the details.The questions on your ad forms become details on the customer automatically, budget, area, model, programme, so what you can group by is what your customers actually told you.
- 02Combine conditions into a group.Details, labels, stage, source, campaign, dates. Save it with a name your team recognises, and it stays a rule rather than a snapshot.
- 03Point it at the work.The same group sends an offer, starts a follow-up series, becomes an ad audience and filters a report. One rule, so the numbers agree.
Built in and always on, on every group
These hold on every group, whatever anyone configures.
One group, four places it works
Named, so you know what a group is for.
Built from
- Your own details
- Labels
- Stage
- Source
- Campaign
- Dates
Used by
- WhatsApp offers
- Follow-up series
- Reports
- Ad audiences
Ad audiences on
- TikTok
What changes in your week
Targeting built from real answers
The budget question on your ad form becomes a detail, and the detail becomes a group. You stop guessing which customers are worth a message and start choosing them by what they told you, which is also why the message performs better than the one sent to everybody. The group updates itself as new answers arrive.
Labels for the things software cannot guess
VIP, Arabic-speaker, price-sensitive, referred by a friend: the labels your team thinks in, added in one tap and available everywhere a group is. The knowledge in the room stops living in someone's memory.
Show your ads to people like your best customers
Turn a group, such as everyone who bought, into a TikTok or LinkedIn ad audience. The platform then reaches people who enquired before, or new people who look like your buyers, and the audience refreshes as your board moves.
Questions people ask before they buy
What do I need to set this up?
Nothing extra. Labels, stages, sources and form answers gather as your team works; groups are built from them.
Who sets it up?
You can, in a minute per group: pick the conditions and save it with a name your team recognises. Our team sets up your groups on the Lead Generation + CRM plan.
Which plan includes it?
Every plan. The pricing page shows what each plan includes.
Do groups update themselves?
Yes. A group is a saved filter. When a customer's details change, they join or leave the matching groups automatically.
Where do the details come from?
From your ad and website forms, from imports, and from what your team fills in. All of them can be filtered and reported on.
Can I send a WhatsApp message to a group?
Yes. Pick the group and an approved message, and the broadcast goes to everyone in it who agreed to hear from you.
Can a group become an ad audience?
Yes. A group of buyers or serious customers can become a TikTok or LinkedIn audience, built from your real customers, so the platform finds more people like them.
Does being in a group mean we can message someone?
No. Every send checks that the person agreed to hear from you, so someone who opted out stays out whatever group they are in.
Send the right message to the right customers.
Groups built from what customers told you, updating themselves, used everywhere.