09/04/2026
CRM automations are easy to add and easy to forget.
One workflow gets built for a campaign. Another is added later for a new lead source. Then the sales process changes, so the CRM gets adjusted again.
Each change makes sense on its own.
The issue comes later, when old automations are still running alongside newer ones and nobody has checked what still fits the way the business works today.
That can lead to duplicate messages, contacts entering the wrong sequence, or outdated workflows continuing in the background.
CRM automation needs maintenance after setup.
A periodic review can help you see what is still useful, what needs updating, and what should be removed.
We broke down more common signs of CRM underutilization and what to do about them here:
https://cyberlobe.com/blog/is-your-crm-underutilized
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