January is perfect for small improvements. These tiny tweaks save minutes each day. They add up to hours each month.
Start Simple
- Set up one automated email template
- Create a daily reminder to update contact notes
- Use consistent naming for your files
- Set up one useful dashboard widget
Pick one habit this week. Master it. Then add another. Small changes stick better than big overhauls.
See how our CRM solutions help organisations build better habits.
Talk to SMXi
Need help setting up better CRM habits? Get in touch for practical advice.
