Running a small business means juggling many tasks at once. Having tools that help you manage your contacts, follow-ups, and communications can save you time and keep your customers happy. This guide walks you through some helpful CRM features designed to make your daily operations smoother and more organized.

📌 Why This Matters

When you run a business, staying on top of your customer interactions is key. A good CRM keeps all your contact information, messages, and tasks in one place, so you never miss a chance to connect or follow up. This helps build stronger relationships, leads to repeat business, and keeps your workflow running effortlessly.

✨ What’s New

• Contact Tagging: Easily label your contacts with meaningful tags like “VIP,” “Prospect,” or “Supplier” so you can find and group them quickly.
• Automated Task Reminders: Set up reminders for important follow-ups or appointments, helping you stay proactive with your customers.

🛠️ How to Use It

1. Step 1: Go to your contact list and select a customer or lead.
2. Step 2: Add tags that describe their relationship or status with your business for clear organization.
3. Step 3: Create a task or reminder linked to that contact, choosing the date and time to get notified.
4. Step 4: When the reminder pops up, reach out or take the action you planned — keeping your business moving forward.

💡 Pro Tip

Using tags and task reminders regularly helps you stay connected with your customers, increasing chances for repeat sales and referrals.