23h • Automations & Processes
Quick CRM + Automation Question for the Group
I’m trying to get a feel for what you guys are actually using, what’s working, and where things break down.
Are you using a CRM right now, or manual tracking your leads in a google sheet or something manual?
If you have one, are you really using automations or just the basics?
I’m especially curious around:
- Speed to lead
- Follow-up after the first call
- What happens to leads that aren’t ready today but come back 6–12 months later
- Where leads fall through the cracks
In a perfect world:
- What would you want your CRM to handle automatically?
- What do you wish was easier or more dialed in?
- What do you like about what you’re using now and what do you hate?
For context, I personally use GoHighLevel and we’re working on building out additional automations. I’m curious to see what everyone else is doing - the good, the bad, and the ugly.
Would love to hear what you’re seeing.
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Quick CRM + Automation Question for the Group
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