Automations help you stay consistent without making your CRM feel robotic. Start with simple rules that handle structure, such as assigning new leads, tagging sources, and creating follow up tasks.

The best first automations are the ones you can explain in one sentence. If a rule is hard to describe, simplify it until the outcome is predictable and easy to trust.

A simple first automation

A common starting point is creating a follow up task when a reply arrives. This keeps momentum high and ensures every conversation ends with a clear next step.

Once you are comfortable, add routing rules based on source or segment so the right person sees the right leads without manual triage.