CRM

Lists and audiences

Turn the people you already know into a group you can actually write to.

Curated contact lists and live rule-based audiences with email and SMS reach preview.

How it helps

Lists and audiences

Turn the people you already know into a group you can actually write to. Build a hand-picked list for a one-off campaign, or a live audience that updates as details change.

Before you send, preview how many people have an email or mobile — so you are not preparing a message that cannot reach anyone.

Live audiences are included on some packages. Compare packages

Why it matters

What your team gains

The outcomes your team gains from this part of Afanor — written for training administrators, not database designers.

Lists you control

  • Curate a named audience and add or remove people as you go
  • See membership and reach at a glance before you use the list
  • Save when you are happy — ready for follow-up or communications

Live audiences that keep themselves up to date

  • Rules based on the person, their employer, stage, source and how they prefer to be contacted
  • Preview who would be included before you rely on the audience
  • Respect contact preferences automatically — included on some packages

More in this area

Other parts of crm

When someone phones, books or walks in, your team should already know who they are. Afanor keeps people and employers together, so nobody is maintaining a private list on the side.

People you support

A named person the whole team can open, not a row that only one person understands.

Read more

Employers and partners

Keep the company view without losing the individual sitting in the room.

Read more

Follow-up and history

Make the next call, email or review visible, and keep a history of what changed.

Read more

Frequently asked questions

Questions about lists and audiences

Can we group people for follow-up?

Yes. You can keep a hand-picked list, or a live audience that updates as details change, then see who you can actually email or text before you write.

Can we record who should not be contacted?

Yes. Each person can have a preference for email, phone, text, post and the other channels you use — allowed, do not contact, or not yet recorded.

Works alongside

What sits next to crm

These parts of Afanor share the same people, so you are not starting again in another tool.

Training

From the plan on the wall to the people in the room

Schedule the course, check learners in, run the quiz and follow up before a qualification lapses — without starting again in another tool.

Explore Training

Communications

Write at the right time — and share the inbox

Remind people before a qualification lapses. On Scale, incoming email and texts land with the team instead of one person’s mailbox.

Explore Communications

Reporting

See what needs a decision this week

Learners, sessions, awards, quizzes and reminders — as reports from the work you already do, not another spreadsheet to feed.

Explore Reporting

See crm in the same place as the rest of the work

Compare packages, or tell us how a typical week looks and we will help you choose.