Feature Overview
Refreshed Profiles Module is a redesigned CRM interface in Synerise, powered by TerrariumDB, that introduces extended analytics capabilities directly within the Profiles module. The update brings real-time indexing, intuitive filtering, flexible exports, batch actions, and a new filter builder that converts conditions into segments — all operating on the same operational dataset used across the platform.
The feature replaces the previous Profiles module interface and is available in the Synerise CRM section.
What Is the Refreshed Profiles Module?
The Refreshed Profiles Module is a rebuilt CRM interface in Synerise that embeds the TerrariumDB engine for real-time segmentation, profile analysis, and funnel exploration directly within the Profiles view. It provides a universal profile list with quick segmentation, personalized column views, a filter builder that creates segments from conditions, automation-based exports, and batch actions for profile management at scale.
Why the Refreshed Profiles Module Matters
The previous Profiles module provided basic profile browsing without integrated segmentation, flexible exports, or batch actions. Users needed to switch between multiple modules to segment, filter, export, and update profiles — creating friction in day-to-day CRM operations.
The Refreshed Profiles Module addresses this by:
- Embedding real-time segmentation and filtering directly in the Profiles interface — no module switching required
- Providing personalized column views so users see the data that matters most to them
- Including a filter builder that converts conditions directly into reusable segments
- Supporting automation-based exports (scheduled or one-time) with multiple formats (CSV, JSON, JSONL)
- Enabling batch actions (update, tag, delete) with full governance and action logging
Key Capabilities
Universal profile list with quick segmentation
The profile list supports real-time filtering and quick segmentation, allowing users to create audience segments directly from the Profiles view. Test profiles are also accessible from the same interface.
Personalized views
Users choose which columns appear in their profile list, tailoring the view to the data most relevant to their workflow.
Filter builder with segment creation
A new filter builder lets users define conditions and convert them directly into segments — without leaving the Profiles module. This streamlines the workflow from data exploration to audience creation.
Automation-based exports
Profile data can be exported via scheduled or one-time automation workflows. Exports support attributes, tags, aggregates, and segmentations, with output in CSV, JSON, or JSONL format. Export states and history are tracked for transparency.
Batch actions with governance
Users can update, tag, or delete profiles in bulk. Every batch action is logged, providing full audit trail and governance for profile management operations.
How the Refreshed Profiles Module Works
- Navigate to the Profiles module in Synerise CRM.
- Use the universal profile list to browse, filter, and segment profiles in real time.
- Customize column views to display the most relevant profile attributes.
- Use the filter builder to define conditions and convert them directly into segments.
- Export profile data via automation workflows — scheduled or on-demand — in CSV, JSON, or JSONL format.
- Apply batch actions (update, tag, delete) to selected profiles, with all actions logged for governance.
Example Use Case
A CRM manager needs to identify inactive customers and remove them from the database for compliance. Using the Refreshed Profiles Module, they filter profiles by last activity date, convert the filter into a segment, and apply a batch delete action — all within the Profiles interface. The deletion is logged, and the export history confirms which profiles were removed. No module switching or custom workflows were needed.
FAQ
What is the Refreshed Profiles Module?
A redesigned CRM interface in Synerise powered by TerrariumDB, providing real-time segmentation, flexible exports, batch actions, and a filter builder — all within the Profiles view.
What is TerrariumDB's role?
TerrariumDB powers the real-time indexing, segmentation, and analytics capabilities embedded in the Profiles module, operating on the same operational dataset used across the platform.
What export formats are supported?
CSV, JSON, and JSONL. Exports can be scheduled or triggered as one-time operations.
Are batch actions auditable?
Yes. Every batch action (update, tag, delete) is logged with full history and governance tracking.
Key Facts
| Attribute | Value |
|---|---|
| Feature | Refreshed Profiles Module |
| Product | Synerise |
| Module | CRM (Profiles) |
| Engine | TerrariumDB |
| Purpose | Real-time segmentation, filtering, exports, and batch profile management in a unified CRM interface |
| Export formats | CSV, JSON, JSONL |
| Batch actions | Update, tag, delete (with governance logging) |
| Filter builder | Convert conditions directly into segments |
Related Concepts
- TerrariumDB real-time analytics engine
- Customer segmentation in Synerise
- Profile management and CRM
- Data export automation
- Batch operations and governance
TL;DR
The Refreshed Profiles Module in Synerise is a redesigned CRM interface powered by TerrariumDB. It provides real-time segmentation, a filter builder that converts conditions into segments, personalized column views, automation-based exports (CSV, JSON, JSONL), and batch actions (update, tag, delete) with full governance logging — all within a single Profiles view.
