Custom Filters

In the AIMcrm system, the ability to create an unlimited number of custom fields makes it possible to track any piece of information your business requires to run efficiently. A list of results containing the information held in that custom field is just a few clicks away.

Basic List Refinement

Filter your list according to basic criteria such as date, status, substatus, group, and user.

Advanced List Refinement

Filter your list further by getting more specific:

• Campaign:
• Lead Attention™:
• Referrer:
• Search Engine:
• Website:
• Search Phrase:
• Product:
• Affiliate:
• Lead Pricing:
• Client:
• Form:
• Postal Code:
• Within Miles of
• Field Data:

Custom List Refinement

Now imagine being able to refine even the data contained in the custom files created by you. With AIMcrm, it’s possible. Choose from all custom fields created by you to filter your list. We take it one step further by allowing you to choose from the drop down list of the contents of that field as well. It’s possible to add more than one custom filter to your list as well. Additionally, this provides the power to segment, view, and report on your leads any way you like. Marketing efforts can be tailored to each type of lead. No other system on the market provides such a powerful combination of features and customization.

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