A client in the event management business uses the CRMPlus365 app to streamline their operations. They implemented a daily email reminder system that sends an automated email at 9 AM containing a list of tasks due that day and those that are overdue. This system helps the client stay organized and ensures that important deadlines are not missed. The email includes a descriptive subject line for each task and allows the client to easily jump to the task screen within the CRM to complete or follow up on tasks. This productivity hack has saved time, reduced overwhelm, and improved efficiency for the client. Consider implementing a similar approach in your CRM system to boost productivity.
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