Marketing & Sales

Understanding CRM Automation

Understanding CRM automation takes time.

CRM automation is about automating repetitive activities such as capturing and assigning leads and sending out emails; along with so many other things

As a business owner, you can decide what tasks are needed to automate for CRM and configure the automated workflow to save time

Let’s dive in.

What is CRM automation?

It means a software application that automates repetitive tasks to improve productivity.

It can help all aspects of a business. Automating allows you to spend a lot of time on achieving broader strategic goals.

CRM systems that are automated will reduce complexity and increase productivity. Like automation in marketing, these systems can be implemented either stand-alone or embedded into an integrated CRM system.

CRM Automation: Key Functions You Should Know

The use of CRM automation has become increasingly popular in recent years, as it offers a range of benefits to businesses of all sizes. 

Here are some of the key functions of CRM automation:

Data Collection and Management

One of the primary functions of automation is to collect, store, and manage customer data. This includes contact information, purchase history, preferences, and more. 

With the help of automation, businesses can gather and organize this information more efficiently, reducing the likelihood of errors and inaccuracies.

Lead Management

It can also be used to manage leads more effectively. This involves tracking and analyzing customer interactions, such as website visits and social media engagement, to identify potential leads. 

Automation can also be used to send personalized follow-up messages and track the progress of each lead through the sales funnel.

Customer Service and Support

CRM automation can also be used to enhance customer service and support. For example, businesses can use automation to send automated responses to customer inquiries, provide self-service options, and track customer interactions. 

This can help businesses resolve issues more quickly and effectively, improving customer satisfaction and loyalty.

Workflow Automation

Workflow automation refers to the use of technology to automate various business processes, such as order processing and invoicing

With automation, businesses can streamline these processes, reducing the likelihood of errors and improving overall efficiency.


With the help of automation, businesses can personalize their interactions with customers in a variety of ways

This includes using customer data to personalize marketing messages, provide customized product recommendations, and deliver personalized customer service.

Analytics and Reporting

It can be used to generate detailed analytics and reports based on customer data

This allows businesses to track their performance, identify areas for improvement, and make data-driven decisions that can drive growth and success.

For more information about analytics and reporting, check out our article “What is the difference between analytics and reporting?“.

Implementing CRM automation software

Automating and optimizing are key features for any business owner. Having things complex or doing tasks that can be automated is costing your business money and your time.

By using automation you can start implementing the software to take care of the tasks you no longer want to spend the time on.

Breadstack offers CRM Automation so you can continue to improve efficiency and allow yourself to scale. Contact us today to get started!

Ready to use CRM Automation?