Lists 💻

The main problem that lists solve is client segmentation 👨👩👦, which means isolating certain groups from all clients (new clients, those over 10 years old, those who attended a specific branch, etc.). The criteria you can use for segmentation depend on your imagination and goals.

Client segmentation is the division of clients into groups based on specific characteristics or criteria: their geolocation, age, needs, website actions, etc. But how do we represent segmentation in our application? We have developed our own tool and named it Lists.

I don't know about you, but we are constantly making lists. Call lists 📞, lists of participants in an event, lists for an excursion 🎄, lists for gifts 🎁. We are constantly working with lists. We need a list of clients who are not attending. Sometimes we need a list of clients who haven't paid. And we are constantly searching for a tool that helps us with this: simple Word, Excel, or something else. In these, we copy information, lose them, edit them many times, forget to save...

What if we had a tool with extensive customizable filtering and sorting capabilities, with the ability for collaborative editing, right within the system, which already has access to all our clients 🆒. We didn't realize the necessity of this tool right away. But after developing its prototype, we understood that it's simply a bomb 💣💣💣. Lists can solve a lot of problems. They are customizable, they are automated, they have predefined entities in the form of branches, your programs, users, etc.

Considering our struggles with standardization versus customization, each list has predefined columns for branches, programs, clients, users. And at the same time, you can create any custom property. The power of this tool is extremely difficult to describe in text; one needs to be a poet. However, as soon as you create the first list, you understand how powerful the tool is. We are confident that its potential will be described in more than one article.

Perhaps you may need a list of employees. Since your users can also be clients of your service, you can add them as clients and create a list of them.

Key Features

• All in one place - combines the functions of client segmentation, task organization, notes, and comments in one tool. This allows you to easily find the information you need and manage your tasks without having to switch between different applications and tools.
• Flexibility - allows you to create and customize your own work lists, properties (columns), and options (cell content), making it one of the most flexible tools.
• Collaboration - makes it easy to work in a team, collaboratively edit documents, and exchange information. This makes it an ideal tool for teamwork and multi-branch networks.
• Design - offers a choice of templates and tools for designing lists. This allows you to create beautiful and convenient workspaces that can be adapted to any needs.
• Instant Export - any list can be easily exported to another list, or used to create a future template or form a ready-made group.
• Automation - you can set up automation to automatically add clients based on any criteria. Gulliver AI Bot will periodically ensure that all clients are in the list.

Overall

Lists are a multifunctional, flexible, and convenient tool for task management that can be adapted to any needs and used for both individual and team work.