Introducing the Contact List & Category Management Interface

NurtureHub v1.0.62

Today's release delivers the core contacts workspace — the place where agents spend most of their time. Here's what's now available and why it matters.

One view for every contact

Previously, acting on a contact meant knowing where to find them. Now, every contact synced from agentOS, Reapit, Alto, Street, Loop, or any connected CRM appears in a single list. No switching between systems, no hunting through imports.

The list is searchable across name, email, phone, and postcode, and sortable by lead score, name, last activity, or date added — so the contacts that need attention surface first.

Filters that match how agents actually work

Property agency contacts aren't homogeneous. A lettings negotiator cares about landlords and active tenants. A sales valuer needs to see warm sellers. The new filter system reflects this:

• Filter by any of the 12 predefined categories
• Separate prospects from existing clients
• Drill into a specific journey status — useful for a manager who wants to see everything Awaiting Approval before the morning standup
• Cut by lead score band to focus on hot leads only
• Filter by CRM source when managing a multi-branch or multi-system setup
• Apply a date range to review recent additions or flag stale contacts

Filters combine, so you can build a very precise view in seconds.

Assign a category, get a nurture sequence

The most important action in the contacts view is category assignment. Select a category for a contact — Seller, Buy-to-Let Investor, Applicant, whatever fits — and the Journey Architect agent starts immediately. It generates a three-email personalised sequence in the agency's own brand voice and queues it for approval. The agent does the work; you make the call on whether it goes out.

This works the same way whether you're categorising one contact at a time or using the new bulk categorise operation to process a fresh CRM import in one go.

Bulk operations for real workflows

Single-contact actions are fine for day-to-day management. But when a negotiator uploads fifty new applicants from a portal, or a manager wants to clear a backlog of pending journeys before the weekend, bulk operations matter:

• Bulk categorise: trigger Journey Architect for an entire selection at once
• Bulk approve: push all pending sequences live without opening each one individually
• Bulk export: pull a filtered slice of your contact list for reporting or compliance

Getting started

If you're already connected to a CRM, your contacts are already in the list. Open the Contacts section, apply a filter for No Journey, and start assigning categories. Journey Architect handles the rest.

For a full reference on filters, sort options, and bulk operations, see the Contact List & Category Management documentation.