3 articles tagged with "CRM workflows"
CRM team collaboration done right means shared records, clear ownership, and fewer status meetings. Here is how to set yours up so the team actually uses it.
Jonny Rowse 8 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 Practical CRM workflows that automate repetitive tasks, reduce manual effort, and give you back hours every week.
Jonny Rowse 5 min read