Automation in CRM, or customer relationship management, is the use of technology to automate tasks and processes within a CRM system. This can include tasks such as lead generation, lead qualification, opportunity management, customer service, and marketing automation.
CRM automation can help businesses improve efficiency, productivity, and customer satisfaction. It can also help businesses track and measure their marketing and sales efforts, and gain insights into customer behavior. CRM automation has become increasingly important in recent years as businesses have adopted more digital marketing and sales channels.