11 articles tagged with "Automation"
Set up automatic lead assignment in your CRM so every enquiry reaches the right person fast, with round robin, territory and skill-based routing rules.
Zubair Hasan 7 min read A practical playbook for automating customer success check-ins with your CRM. Set cadences by client tier, script replies, and spot churn risk early.
Zubair Hasan 8 min read Learn how to set up automated lead capture in your CRM so every enquiry is logged, tagged, and followed up without manual effort.
Gareth Clubb 9 min read A practical guide to AI in CRM for small businesses, covering real features, limitations, costs, and GDPR considerations.
Gareth Clubb 10 min read Practical CRM strategies to reduce no-shows and missed appointments, helping your small business protect revenue and keep your diary full.
Jonny Rowse 8 min read The most valuable CRM integrations for small businesses in 2026, from accounting and email to AI tools, and how to choose the right ones.
Gareth Clubb 11 min read Practical CRM workflows that automate repetitive tasks, reduce manual effort, and give you back hours every week.
Jonny Rowse 5 min read How to use your CRM to create a smooth, consistent onboarding experience for every new client, saving time and making a great first impression.
David White 5 min read How to set up CRM follow-up automations that save you time while still feeling genuine and personal to every client.
David White 5 min read