5 CRM Automations Every Small Business Should Be Using
Running a small business is exciting... but let’s be honest, it can also be chaotic. Between chasing leads, posting on social media, sending emails, and trying to remember every appointment, things fall through the cracks. The good news? Automations in your CRM can save you hours every week, reduce missed opportunities, and help your business run like clockwork.
Whether you’re a seasoned pro or just starting out, here are five powerful automations you should have in place today.
1. Lead Follow-Up: Never Miss a Hot Lead Again
How many times have you lost a lead simply because you didn’t follow up fast enough? With Kallora, you can automate your lead nurture - sending a quick text or email within minutes of an inquiry and following up with a drip sequence until they’re ready to connect. Real estate agents, for example, can set up instant responses for inquiries on a new listing Facebook Ad, so no potential buyer leads slip away.
2. Social Media Scheduling: Consistency Without the Daily Grind
Consistency is key to building trust and staying top of mind, but posting daily can feel like a job in itself. Kallora’s built-in social media planner lets you batch your content, schedule posts, and keep your feeds active without having to log in every day. (Bonus: you can do the same for blogs!)
3. Blog + Email Notifications: Maximize Your Content Reach
Your blog shouldn’t just sit there waiting to be found. Automate a quick email notification to your audience every time a new post goes live. It’s an easy way to drive more traffic to your site, boost your SEO, and remind your audience you’re an active, valuable resource.
4. Calendar Reminders: Fewer No-Shows, More Productivity
Missed appointments don’t just waste time, they cost money. With automated reminders (email or SMS), you can cut down on no-shows dramatically. Clients appreciate the gentle nudge, and you get more reliable scheduling without the manual follow-ups.
5. QR Code Funnels: Capture Leads Anywhere, Instantly
Here’s where it gets really fun. Imagine having a QR code at an open house, a networking event, or even on your marketing materials. When someone scans it, they’re taken to a funnel with a quick form (name, email, maybe one key question). Once they submit, they instantly receive the info they wanted—like an exclusive offer or property details—and their information flows straight into your CRM. From there, they’re automatically added to a drip campaign. It’s effortless, and it works.
The Power of Automation: One System, Many Connections
Each of these automations is powerful on its own, but when you connect them together, your social posts, your lead forms, your emails, your reminders, they create a system that works for you around the clock. Yes, it takes a little time to set up, but the payoff is huge: more consistency, better follow-up, and less stress trying to remember it all.
At Kallora, we don’t just hand you the tools and wish you luck—we help you set them up and teach you how to use them. With our onboarding coaching, you’ll have the basics running in no time.
Ready to Work Smarter, Not Harder?
If you don’t have these automations in place, or the tools to make them happen, let’s change that. Schedule a discovery call today, and let’s see how Kallora can streamline your business, save you time, and help you grow.
