One filter. Every surface.
This is the least visible thing about Unify Loop and the one that changes your week. A saved view, a campaign segment, an automation’s if-condition, a report filter, and “show me stale enterprise deals” typed at the AI are not five features that resemble each other. They are one filter definition hitting one engine.
- Filter dialects in the product
- One
- Surfaces sharing it
- Views, segments, automations, reports, AI
- Related-record traversal
- Supported everywhere
- Permission enforcement
- In the engine, not per screen
Why your current CRM has eleven filter builders
Large CRMs grew feature by feature, and each team that needed filtering built its own. So the list-view builder supports “is empty” but the workflow condition doesn’t. The segment builder can traverse to a related record but the report builder can’t. Nothing is broken exactly — it just means the answer to “can I filter on that?” is always “which screen are you on?”, and you keep rebuilding the same logic in slightly incompatible dialects.
Define it once, then point it at anything
Because there is exactly one filter format and one compiler, a definition is portable. Build “enterprise accounts with no activity in 30 days” as a view you check each morning, then reuse that same definition as the audience for a re-engagement campaign, the entry condition on an automation, and a line on the pipeline-health dashboard. Change the definition and every consumer updates, because they were never separate copies.
- Filter across related records, not just fields on the object in front of you
- Group, sort, and aggregate without leaving the view
- Share a view with your team, or keep it private
- The same engine enforces row-level permissions, so nobody sees a record through a view they couldn’t open directly
Fast because it compiles, not because it caches
Filters compile straight to SQL against Postgres rather than being evaluated row by row in application code. Filters that get used heavily get their own expression indexes on demand, so a view over hundreds of thousands of records stays interactive instead of degrading into a spinner and a “try narrowing your search” message.
Views & filters, in detail.
Why does one shared filter engine matter to me as a buyer?
Two reasons you feel directly. You learn filtering once instead of five times, and logic you build stays reusable instead of being re-entered per feature. The second reason is that capability arrives evenly — a new filter operator shows up in views, segments, automations, reports, and AI on the same day.
Can I filter on fields of a related record?
Yes, and on every surface. “Deals where the account owner is on the enterprise team” works identically in a saved view, a campaign audience, and an automation condition.
What happens to a campaign when I edit the view it uses as an audience?
The audience re-evaluates against the new definition. That’s usually the point — but because it is genuinely the same object, we show you which campaigns and automations depend on a view before you save a change to it.
Can the AI create views?
Yes. The AI emits the same filter format you build by hand, which is why it can’t invent a filter the product can’t run. You get the result plus the filter it wrote, so you can inspect it, correct it, and save it.
Try it on your own data.
Free workspace, an industry pack installed at setup, and every price published. No mandatory call.
Free trial · no card required · every price published