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The Simplest Automation
It's like the invention of the wheel, but for your business
Simon Trask
August 27, 2025
Total gamechanger.
If you don’t have a Customer Relationship Management (CRM) system, this might be the easiest game-changing automation you can make in your business.
A CRM system simplifies your interactions with potential and existing customers, and will completely change the way your sales and support staff operate.
CRM software such as Hubspot, Keap, Zoho, Pipedrive, or Salesforce can change the game for both your sales and customer service. You can even use project management software like Asana, Monday, or Clickup to create your own CRM if you are comfortable with one of those platforms.
A CRM puts all of your customers and leads in one place, creates transparency for management, and has reporting built right in.
You will be able to:
See all of your leads in one dashboard
Change statuses as they become warmer or colder
Assign leads to sales or customer service reps
Report success rates
Track how valuable leads are
Identify where you lose the most business
Is it time for a CRM?
 | Onward and upward, (I’m a small business owner, advisor, and advocate – learn more here) |