Multi-level conditional filtering ⚙️

SaaS companies these days gather large amounts of customer data, regardless of their stage. When big deals are on the line, getting relevant information about your prospect is paramount. That’s why sales teams of all sizes need flexible filtering to identify opportunities that matter but also forecast their performance and achieve goals in a more efficient way.

Our solution allows sales reps and revenue teams to add multi-level, custom filters to their entire CRM records to create relevant prospect lists. The interface we’ve designed allows to add hypothetically infinite levels of nesting within condition groups. On top of that, users can combine several conditions and condition groups with an ‘AND’ or ‘OR’ conjunctions.