Tag

Automation

11 articles tagged with "Automation"

Marketing Automation

CRM Workflow Automation: Beyond the Basics

Advanced CRM workflow automation techniques including conditional logic, lead routing, and auditing stale automations.

Gareth Clubb · 24 Feb 2026 · 9 min read

Client Retention

Setting Up Automated Birthday and Anniversary Messages in Your CRM

How to use your CRM to send personalised birthday and anniversary messages that strengthen client relationships without adding to your workload.

David White · 5 Feb 2026 · 8 min read