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Customizable Contact List

View What You Want to View

Each user can customize the view of their own Lead List by choosing what fields of information they want to see.  The list is completely sortable as well.

Endless Viewing Possibilities

The Lead List is filterable in so many different ways.  Purposefully developed and designed with usability and customizability in mind, the ways in which the lead list can be filtered (and cross filtered) are nearly limitless.  You can Filter by

Basic Filters

  • Filter By Date
  • Filter By Status & Substatus
  • Filter By Assigned Group & User

Next, try adding a filter that will display just leads belonging to a certain group or user.

Advanced Filtering

It is possible to add several more advanced filters to the list.

  • By Campaign
  • By Website
  • By Referrer
  • By Product
  • By Lead Pricing
  • By Form Used
  • By Lead Attention Meter Status
  • By Search Phrase Used to Find Your Site
  • Search Engine Used by Visitor
  • By Affiliate
  • By Client
  • By Postal Code (or distance from a postal code)
  • By Searching Contact Data
  • By Searching Specific Fields
  • By Event Count
  • By Hour of the Day
  • By Day of the Week
  • By Month of the Year
  • By Lead Age

Customized Filtering

Since the main feature of AIMcrm is the ability to collect and store custom data by creating fields, this results in several benefits that are not immediately apparent. If the ability to create a custom field (to collect data unique to your business model) exists, then by virtue of that, you also have the ability to search the data in those fields and filter lists according to data in those fields. This is invaluable to most of our clients. This means getting work done faster and having a massive amount of data not only accessible, but right at your fingertips It goes without saying that using just one filter to refine your list is possible. But what fun would that be?

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