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Refreshed Contacts List View and SmartLists 2.0 Now Available for All Customers

· 3 min read
SMBcrm Team
SMBcrm Team
Product Team

Overview​

The Contacts experience in SMBcrm has been refreshed with a revamped List View and the full launch of SmartLists 2.0 for all customers (now out of beta).

This update brings sorting, field management, and advanced filtering into one more unified workflow, while also improving overall performance. SmartList sharing has also been redesigned to give you more control over who can view or edit lists.

What’s New in the Contacts List View​

A cleaner, more consistent list experience​

The updated Contacts List View introduces a more user-friendly interface and a layout that aligns better with other CRM pages, so it feels familiar as you move between areas of SMBcrm.

Faster load times​

The Contacts list page now loads noticeably faster than the previous experience, helping you get to the right record or segment more quickly.

Easier column management​

You can now find and organize fields faster with improved column controls, including quick search and drag-and-drop reordering.

SmartLists 2.0: More Powerful Filtering and Better Sharing Controls​

SmartLists 2.0 brings key tools together into a single, streamlined flow:

  • Sorting
  • Manage Fields
  • Advanced Filters
  • Upgraded Sharing and Permissions (more precise control over who can view or edit SmartLists)

Advanced filter builder with AND/OR logic​

The new filter builder supports AND/OR logic, making it easier to create more accurate segments for outreach, pipeline work, reporting, or internal handoffs.

Sharing and permissions with more granular access​

SmartList sharing has been reworked so you can decide, per SmartList, who can:

  • View the SmartList
  • Edit the SmartList

This is especially helpful for teams that want standardized lists (like “New Leads This Week” or “No-Response Follow-Up”) while still controlling who can modify the logic behind them.

How to Use the New Contacts List View and SmartLists​

  • Go to Contacts > SmartLists to access the updated experience.
  • Create or update SmartLists using Advanced Filters with AND/OR logic.
  • Customize your view by adding, removing, or rearranging fields using Manage Fields.
  • Share SmartLists with your team from Sharing & Permissions, assigning view or edit access as needed.

If you want help setting up your SmartLists for cleaner segmentation and handoffs, visit our Support page: https://smbcrm.com/support/

Why This Matters​

Less time spent configuring list views​

By consolidating sorting, field management, and advanced filters into one workflow, it’s quicker to build and maintain lists that match how your team actually works.

Better consistency across the CRM​

The refreshed design brings a more consistent experience across SMBcrm, reducing friction when switching between CRM areas.

What’s Next​

Upcoming improvements are expected to focus on:

  • Adding more operators in advanced filters to improve efficiency
  • Increasing consistency among operators of the same type