Glossary
CRM Basics

Saved Search CRM

By: Alec Hollingsworth
Updated:  
August 6, 2025

Definition:

A Saved Search CRM feature lets users save and reuse filtered contact or record lists, streamlining segmentation and outreach.
A Saved Search in a CRM (Customer Relationship Management) system allows users to filter, sort, and segment contacts or records based on specific criteria, then save those search parameters for future use. Rather than recreating complex filters each time, users can quickly access relevant lists—such as donors who gave last year but not this year, or volunteers with a particular skill set. Saved Searches streamline workflows, improve efficiency, and ensure consistency in data analysis and outreach. This tool is invaluable for nonprofits managing large datasets, as it helps target communications, track engagement, and generate reports with minimal manual effort.

Key Takeaways

  • Saves time by storing frequently used searches
  • Ensures consistency in data segmentation
  • Facilitates targeted communication and reporting
  • Reduces manual data filtering errors

Why It Matters

It saves time, reduces errors, and ensures consistent access to important data segments.

Real World Example

Imagine a nonprofit development manager preparing an annual fundraising campaign. She needs a list of donors who contributed between $100 and $500 in the last two years but haven’t donated this year. Instead of setting up these filters every time, she creates a Saved Search in her CRM. Now, whenever she wants to reach out to this group—whether for a campaign, a thank-you note, or a special event invitation—she simply clicks on the Saved Search, instantly accessing an up-to-date list. This not only saves her time but ensures no eligible donor is overlooked.

Frequently Asked Questions

What is a Saved Search in a CRM?

A Saved Search allows users to store specific search criteria in their CRM, so they can quickly access filtered lists of contacts or records.

How does a Saved Search help nonprofits?

It saves staff time, reduces manual errors, and ensures consistency in segmenting contacts for fundraising, outreach, or reporting.

Can I update a Saved Search in Keela?

Yes, you can edit or update your Saved Searches in Keela as your criteria or data needs change.

What are common uses for Saved Searches?

Common uses include creating donor segments, tracking volunteer participation, and managing event invite lists.

Related Terms

Accessibility Compliance
Automation Trigger in a Nonprofit CRM
Average Gift Size
Board Member Profile
Bounce Rate
CAN SPAM Header

Are You Ready to Grow Faster and Raise More?

TALK TO US
EXPLORE KEELA'S PLANS