Automate Lead Management for Your Small Business

[DerekVendel]

Hi,

We have a small business, and we use WordPress as our CMS. We receive leads from the following channels:

    Website form (WPForms)
    WhatsApp
    Calendar bookings (Cal. com)
    Facebook Lead Ads

I want to use Monday CRM, but how can I automate the leads to go directly to the CRM?

[EmelyKaufman]

Automating lead management can be a game-changer, especially for small businesses with limited time and resources. Setting up a lead management system helps you organize, follow up, and track potential customers without much manual effort. One great thing about automation is that it ensures no lead slips through the cracks, so you're constantly staying on top of your game.

To start, look into simple CRM tools that offer automation features tailored for small businesses. These tools help with tasks like sending follow-up emails, organizing contacts, and tracking customer interactions. To streamline your workflow even more, check out platforms like https://germany.houseofcompanies.io/.

[EmelyKaufman]

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