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Many businesses expect their CRM to be a magical fix. As soon as they subscribe to a platform, they assume leads will update automatically, information will appear out of nowhere, and results will skyrocket.
In today’s digital-first world, professionals are juggling more tools, platforms, and workflows than ever before. CRMs, spreadsheets, project boards, group chats, cloud drives, email chains, and AI assistants — it’s a lot. But here’s the uncomfortable truth:
While working on a custom checkout flow, we ran into a key problem: some leads filled out forms but never submitted them completely. Yet, our automation was already triggering emails and WhatsApp reminders to help them complete their order. This created a gap—we had leads who were actively contacted...
...If you feel like your business is missing Sales (or Customers) because of disorganization or manual processes, this article is for you. In a fast-paced, hyper-competitive market, CRM automation is no longer a luxury — it’s a must.
