Smart Customer Lists

Your client data holds countless opportunities — but they’re buried under admin and scattered systems.

Qollabi provides clear, data-driven cross- and upsell opportunities so you can focus on strategy and relationships instead of analytics.

Spend less time searching, and more time selling.

Auto-Generated Customer Segments
Stop digging through data — Qollabi AI analyses your portfolio in Brio, BrokerCloud, or any other BMS and automatically builds smart lists for renewals, cross-sell, or churn risk.
Always Up to Date
Your lists refresh automatically as your client data changes.No more manual exports or outdated Excel sheets — you always see the latest opportunities in real time.
Directly Actionable
Each list links directly to a campaign or follow-up workflow. Select a segment, choose a campaign, and launch — Qollabi AI handles the rest, from client targeting to automated follow-up.
Example of 3 new proposed smart list
new cross sell opp image