Contact Segmentation

Smart Segmentation That Grows With Your Audience

Target, trigger, and tailor based on real-time behavior—not static lists.

Most platforms treat segmentation as a one-off. Pull a list, export a CSV, upload it somewhere else, repeat. It’s manual, brittle, and always out of date. RevMax makes segmentation a living system. Smart Lists update automatically as contacts act (or don’t act), giving you audiences that stay current, campaigns that stay relevant, and funnels that run themselves.

Real-Time Segments. Real Results.

Build Audiences That Update Themselves

Contacts flow in and out of Smart Lists based on conditions you define—clicks, opens, form fills, purchases, page views, and more.

Send Campaigns With Context

Deliver the right message, to the right person, at the right time. Segmentation connects natively to email, SMS, ads, and funnels.

Power Your Funnel Logic

From acquisition to retention, segments drive automation, timing, and content variations. It’s not just targeting—it’s orchestration.

Features at a Glance

  • Visual Deal Pipelines

  • Internal Task Comments

  • Custom Stages & Fields

  • Mobile App Access

  • Task Assignment & Reminders

  • Smart Filters & Saved Views

  • Multi-Pipeline Support

  • Team Permissions

  • Lead Source Attribution

  • Reporting & Forecasting

  • CRM Automations

  • Native Calendar Integration

  • Stage-Based Triggers

  • Contact History & Notes

Why Smart Segmentation Matters

Static lists create static growth. Smart Segmentation keeps your system alive—updating, learning, and acting in real time.

Contacts update themselves with the logic you set

Target based on engagement and intent, not guesses

Power email, ads, workflows, and dashboards with the same data

Smarter Segments. Stronger Results.

RevMax turns segmentation into a growth engine that feeds every part of your funnel—without the CSV shuffle.

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