Always know who to reach next.
Pick people by hand, by filter, or by what AI learns about them. Check them off, and pick up tomorrow where you stopped.
Lists
Priya is checked off on Q4 win-back and still open on VIP accounts and Webinar follow-ups.
Three ways to decide who's on a list.
A new call list every month. Nobody you've already called.
Press Roll. This month's list is saved as it was, and next month's is built for you.
How Roll built October
Carried-over people go first, so the 100 cap never drops someone you already started with.
August · saved as it was
September · saved as it was
Set once
You press Roll when the month starts. Rolling by itself isn't built yet.
Let AI decide who belongs on the list.
An AI agent reads every record and fills in a field. Your list filters on it.
Say what makes a good fit.
Add a field and describe it in plain words. The agent can read the record and search the web.
Every record gets an answer.
It runs when records are added or change, on a schedule, or whenever you ask.
Strong fits land on the list.
Filter a smart list on the field and each new strong fit joins it. Cohorts use the same filter.
It's already where you work.
Questions
Does a cohort roll on its own?
Not yet. You press Roll when a new month or week starts, and Custral names each list for its month or week.Cohorts in the docs →
Can someone be on more than one list?
Yes. Each list keeps its own check marks, so someone done on one list is still open on another.Lists in the docs →
What happens when I remove someone?
They leave the list. Their record stays exactly as it was.Static lists in the docs →
What if a smart list has no filter?
It holds every record of that object, like all your Contacts.Smart lists in the docs →
Close the spreadsheet.
Say who belongs once, and let the list keep your place.
Plans from $39 a seat a month, billed annually. See pricing · Read the docs