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
CRM
Lists and audiences
Turn the people you already know into a group you can actually write to.
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, or a live audience that updates as details change.
Before you send, preview how many people have an email — 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.
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.
Explore this feature
Employers and partners
Keep the company view without losing the individual sitting in the room.
Explore this feature
Follow-up and history
Make the next call, email or review visible, and keep a history of what changed.
Explore this featureFrequently 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 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 by email, learner push or letter. On Scale, incoming email lands 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 ReportingSee 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.