You Can Organize Your Data How You Like

We all know that being able to understand our business we need to organize our data. LYNC does this simple.

Organize with Custom Tags

With tags, you can build targeted lists in seconds—like “Medicare Renewals” or “Life Insurance”—for more focused outreach.

Precision Targeting Filters

Instantly pull up lists of hot leads, inactive clients, or those needing follow-ups, so you can prioritize the right contacts every day.

Lists for Any Situation

Whether it’s renewals, holiday campaigns, annual reviews, or lost leads, Smart Lists let you create segments for any scenario.

Automated Based Actions

Save hours of manual outreach by automatically re-engaging lost leads or sending renewal reminders at the right time.

Real-Time Dynamic Updates

As tags and filters change, Smart Lists update in real-time—no need to rebuild lists manually, saving you tons of time & effort.

Simplify Reporting Insights

Smart Lists help you see what’s working and what isn’t at a glance, allowing you to adjust strategies quickly as you scale your agency.

THINK ABOUT THIS

What if you could instantly pull up a list of hot leads, clients due for renewals, or lost prospects—without ever searching or sorting manually? Imagine how many more appointments you’d book, policies you’d sell, and hours you’d save each week. With Smart Lists in LYNC CRM, you’re not just organizing contacts—you’re unlocking the potential to transform your agency’s efficiency, growth, and your own peace of mind.

LYNC HELPS YOU IN YOUR PATH TO SUCCESS

Want to know more?

Frequently Asked Questions

We understand you have questions. Hopefully, these commons help you out.

What exactly is a Smart List in LYNC CRM?

A Smart List is a dynamic, auto-updating contact list that segments leads and clients based on tags, filters, and engagement levels—helping you quickly target the right audience for follow-ups or campaigns.

Can I create Smart Lists based on specific actions or behaviors?

Absolutely! You can build lists based on actions like email opens, link clicks, appointment requests, or even no response—so you always know who’s ready to engage and who needs a nudge.

Do Smart Lists update automatically when new tags or data are added?

Yes! Smart Lists update in real-time as contacts meet the criteria—so you’re always working with the most current and relevant information without manual updates.

Are there already pre-built smart lists ready when I get my account?

Not exactly. The great thing about smart lists is that each user gets to set up their own smart lists as they want their data separated. You can make smart lists in seconds so this is a unique benefit you get to set up yourself excitingly.

How can Smart Lists improve my sales process?

By creating lists like “Hot Leads,” “Renewals Due,” or “Lost Prospects,” you can focus on the contacts that matter most—boosting response rates, closing more deals, and saving valuable time.