Relator Help / CRM Terminology Comparison
CRM & Mailshot System Terminology Comparisons
Platform Audience/List (Main Contact Group) Members/Contacts (Individuals) Segments/Groups (Subsets) Notes
Relator Contacts Database Contacts Searches / Segments "Searches" can be combined for mailshots
Mailchimp Audience (replaces "List") Contacts/Members Segments "Audience" is the main container; segments are dynamic subsets.
HubSpot Contacts Database Contacts Lists (Static), Active Lists (Dynamic) "Lists" can be static or dynamic; "Active Lists" update automatically.
Monday CRM Board (e.g., "Leads" or "Contacts") Items/Pulses Groups (via filters or tags) Uses boards and groups for organization; tags act as segments.
Zoho CRM Module (e.g., "Leads," "Contacts") Records Segments (via custom views) Custom views act as segments; modules separate different contact types.
Salesforce Object (e.g., "Contacts," "Leads") Records Lists (Static), Reports (Dynamic) "Reports" can act as dynamic segments; "Campaign Members" for targeting.