Leads and CRM
Automation rule
An "if this, then that" instruction in your software: when a form is submitted, create a lead and text the owner; when a deal is marked won, send the welcome email.
Why it matters for your business
Automation does the boring, forgettable steps the same way every time. It is how a three person company responds like a thirty person one. Start with the handoffs that currently rely on someone remembering.
In practice
In a landscaper's CRM, a lead that sits in "New" for more than a day with no activity triggers a reminder to the owner and a short apology text to the customer.
Related terms
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