Find the company or contact you need in your CRM fast, whether it's a specific record, a segment of records, or an intersection of criteria you'll want to action in bulk.

CRM size grows quickly, and a 3,000-row contact list is useless without precision search. Kato's CRM filters let you slice by sector, role, marketing list, group, activity, and GDPR status so you can isolate exactly the cohort you want to work with, then export, email, or action them.

The CRM view has three main tools: the search bar (free-text), filters (structured criteria), and sort (ordering). Combined, they let you go from all records → exactly the cohort you need in a few clicks.

Choose Companies or Contacts

From CRM, pick the Companies or Contacts tab based on what you're looking for.

Search

Type a company name, contact name, email, or phone number. Kato matches partial strings as you type.

Apply filters

The most useful filters:

Sort

Click a column header to sort by it — company name (A–Z), last activity, date created, etc.

Combine

Filters stack. "Role = Tenant + Sector = Tech + Last activity > 90 days ago" gives you every tech occupier you haven't touched in a quarter.

You have the precise cohort on screen — not too many, not too few — ready to export, email, or add to a campaign.