What are the key features to look for in a CRM sales automation platform?

michelleking

New member
Aug 28, 2025
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Hi everyone,


I’m exploring CRM solutions to help streamline our sales process and improve efficiency. I’m particularly interested in platforms with strong sales automation capabilities. Could you share your insights on what key features or functionalities I should prioritize when evaluating CRM sales automation tools?


For example, should I focus on lead management, automated follow-ups, reporting, AI integration, or something else? Any recommendations or personal experiences would be greatly appreciated!


Thanks in advance!
Michelleking