Advanced Filters: get a clear and precise view of your data

Advanced filters, already available for your contacts and companies, now extend to your CRM opportunities. With advanced filters, you can refine all your data by the fields and criteria most relevant to your business.

But that’s not all! With just a few clicks, you can set up your search filters and save them for easy access later. ?

advanced filters

But that’s not all! With just a few clicks, you can set up your search filters and save them for easy access later. ?

With just a few clicks, you will be able to:

Access a wide range of advanced filters among a variety of conditions based on field type (text, number, dates, etc.) to refine your searches,
Save your favorite filtered views to easily find your search results,
Share your filtered views with all your users or keep them for yourself (the choice is yours ?).

An improvement for your CRM

Advanced filters, allow you to finely segment your prospects, customers, and their opportunities. Improve your communications, better prioritize your sales efforts, and save time by targeting the right contacts. ?

With the addition of advanced filters in your CRM, you’re taking your segmentation further. Whether the goal is to create prospecting lists, analyze data based on precise criteria, or access trends, you have the control to get a clearer view of your data. More than a winning combo! ??

Time savings and performance gains for your sales teams

This feature brings to the table additional benefits beyond segmentation. It provides significant time savings for your sales teams by giving faster access to detailed information. It also helps improve their actions and performance by allowing for more efficient planning of prospecting, follow-up, or upselling actions.

Regardless of the intended goal, this feature is a valuable tool that can have a clear impact on your daily tasks.

Discover advanced filters in your CRM now

For our Pro and Enterprise plan customers, we invite you to discover the advanced filters without further delay!

Interested in taking it further with advanced Pipeline filters? Upgrade your plan ?

For more information, check out our support article

Continuer d’explorer les articles

Improve your Workflow Marketing with Smart Campaigns ?

Have you ever wanted to send the right message, at the right time, on the right channel? With Webmecanik, it’s now possible thanks to intelligent campaigns: AI schedules your campaign emails to be sent at the best time to maximize lead engagement. How do Smart Campaigns work? Real results for your campaigns! Ready to transform […]

12/05/2025

New record investment in Acquia, owner of Mautic

The announcement is brand new: a few months after the acquisition of Mautic by Acquia, a new investor acquired a majority stake in Acquia Inc. in a transaction valuing the enterprise software company at close to $1 billion dollars. This fact is not expected to bring fundamental changes to the Open Source communities Mautic and Drupal […]

26/09/2019

The key to successful emailing campaigns in B2C

Sending newsletters is still a widely used way of communicating with your audience. To keep it effective and up to date, you need to know all its secrets and good practices. Creative, useful and trustworthy, emailing is a powerful tool to discover your new products or to work on your image. Let’s see how to […]

07/06/2021

Quel est l’intérêt de synchroniser son logiciel d’automation et son CRM ?

Découvrez pourquoi synchroniser vos outils de marketing automation et CRM est essentiel pour gagner du temps et améliorer vos résultats marketing et commerciaux.

01/12/2023

Why do you need to segment your contact database in Covid-19 times?

Since the beginning of the health crisis, we have all received tons of emails from companies talking about Covid-19, remote work, the business slowdown, etc, etc.. This massive number of emails has particularly saturated the messaging service networks of Internet service providers such as Orange, SFR or La Poste. The difference between ISPs and email […]

10/04/2020

SMX München 2016 – online visibility is driven by the user experience

In this changing context, what are the consistent KPI’s to monitor? Webmecanik has attended to its first event in Germany last week. The Search Marketing Exposition is a cycle of conferences, attracting world-famous speakers in the field of digital marketing. “Please! Let me know what the last trends are talking about traffic acquisition?” Rand Fishkin […]

05/04/2016