If you’ve invested in a CRM – or you’re thinking about it – you’re already on the right track.
A good CRM should help you connect better with clients, stay organised, and grow your business without running yourself into the ground. But the real magic happens when you know how to use it well.
Whether you’re just getting started or want to take things up a notch, here are four simple ways to get more out of your CRM using Wattman AI.
Bring everything into one place
Jumping between spreadsheets, inboxes, and different apps? It’s exhausting and easy to lose track of things. With Wattman AI, you can centralise all your client and lead data in one spot. That means everything – contact info, enquiries, notes, bookings – is right there when you need it.
When your data is tidy and in one place, you can follow up faster, stay on top of tasks, and spend less time searching through emails or digging for details.
Group your contacts for better results
Not every client or lead is the same, so your messages shouldn’t be either. Segmenting your audience means grouping clients by things like location, interests, behaviour, or purchase history. This lets you send more personalised emails and offers that actually speak to what they need.
With Wattman AI, creating and managing these segments is easy. You’ll be able to run targeted campaigns that feel more personal – and get better response rates, too.
Pay attention to your numbers
Data can be overwhelming, but tracking a few key metrics makes a big difference. Keep an eye on things like:
- How much it costs to get a new client
- How long clients stick around
- How often your leads turn into paying customers
Wattman AI helps you view these numbers clearly so you can see what’s working (and what’s not). This way, you can make more confident decisions about where to invest your time and energy.
Simplify your day-to-day
If you’re using different tools for scheduling, marketing, follow-ups, and payments – you’re likely wasting time. Wattman AI brings everything together in one place so you can manage your operations without switching platforms or apps.
Automate routine tasks, set up workflows, and handle client communications with ease. Less manual work means fewer mistakes, quicker turnaround times, and more time for doing what you love.
Final thoughts
A CRM shouldn’t just be another thing to manage – it should make your life easier. With the right setup, it helps you stay organised, build stronger client relationships, and grow your business.
If you’re ready to do more in less time, Wattman AI has the tools to help. Try out these tips and see the difference it can make for your business.
