Intelligent [contact management](/use-cases/contact-management) and Segmentation

The contact management Challenge

Sales and marketing teams struggle with contact databases:

• Complex filters - multiple dropdown menus
• Property names - need to remember exact fields
• Boolean logic - AND/OR confusion
• Slow searches - many clicks to find one person
• Bulk operations - tedious selection process

How Shabe Simplifies contact management

Natural Language Search:

"Find john@acme.com"
→ Contact record instantly

"Show me all CTOs at tech companies"
→ Filtered list with relevant contacts

"List contacts in California with no recent activity"
→ Targeted re-engagement list

Smart Segmentation:

"Show enterprise contacts who attended our webinar"
→ Precise segment for follow-up

"Find contacts at companies with open deals over $100k"
→ High-value account contacts

"List all MQLs from last month"
→ Qualification-ready leads

Bulk Operations:

"Update all California contacts to West region"
→ Bulk property update

"Tag webinar attendees with 'Q1-event'"
→ Mass tagging

"Assign all unassigned enterprise contacts to Sarah"
→ Bulk reassignment

Common Contact Workflows

Pre-Call Research:

"Show me history for john@techcorp.com"
→ Complete interaction timeline

"Find all contacts at Acme Inc"
→ Full account view

"Who are the decision makers at BigCo?"
→ Stakeholder identification

Campaign Targeting:

"List contacts who opened our last email but didn't click"
→ Engaged but not converted

"Show contacts in finance industry with $1M+ company revenue"
→ ICP-matched prospects

"Find contacts who visited pricing page this week"
→ High-intent leads

Database Hygiene:

"Show duplicate contacts"
→ Deduplication candidates

"Find contacts with no email address"
→ Incomplete records

"List contacts with bounced emails"
→ Cleanup targets

Smart Features

Fuzzy Matching:

• Handles typos and variations
• Matches partial names
• Finds similar company names

Contextual Understanding:

• "Enterprise" → filters by company size
• "Hot leads" → lifecycle stage + engagement
• "Stale contacts" → no recent activity

Multi-Criteria Filters: Combine conditions naturally:

"Show VP-level contacts at SaaS companies in New York with more than 100 employees"
→ Complex filter, simple query

Measured Impact

Teams using conversational contact management report:

• 90% faster contact lookups
• 10x more targeted segments created
• Zero training on filter systems
• Better data quality through easier cleanup

Get Started

Transform contact management with natural language. Connect HubSpot to Shabe and ask "Show me..." to find exactly who you need.