Keeping track of your customer interactions can be a handful when you’re running a small business. Luckily, many CRMs offer features that make tracking engagement simple and organized, so you can focus more on your customers and less on juggling details.

📌 Why This Matters

When you know how your customers interact with your emails, calls, and messages, you get valuable insights. This helps you respond at the right time, build stronger connections, and avoid missing important follow-ups — all essential to keeping your business growing.

✨ What’s New

• Interaction Tracking: See exactly when customers open your emails or click on links, giving you a clearer picture of their interest.
• Activity History: Access a timeline of all calls, texts, and messages you’ve exchanged with each customer, helping you remember details and conversations.

🛠️ How to Use It

1. Step 1: Check your CRM’s contact details page to find the activity or engagement section.
2. Step 2: Review the timeline to see recent emails, calls, and messages with that customer.
3. Step 3: Use these insights to plan follow-ups or personalize your next outreach.