The Beginner’s Guide to Automating Your Business with CRM Tools
Blog post descripExplore how small businesses in Lebanon can use CRM and automation tools to save time, improve customer service, and streamline operations without needing technical expertise.
Digitly
7/4/20251 min read
Automation isn’t just for big companies. In 2025, Lebanese small businesses can take advantage of affordable, easy-to-use tools to work smarter, not harder. Here’s how to get started.
What Is a CRM — and Why Does It Matter?
A Customer Relationship Management (CRM) tool helps businesses keep track of their interactions with leads, customers, and partners. Think of it as your digital secretary.
Instead of juggling WhatsApp messages, notes, and mental reminders, everything is organized in one place.
"CRM applications can increase sales by up to 29%, sales productivity by up to 34%, and forecast accuracy by 42%." — Salesforce Report
Common Business Headaches Solved by CRM Tools
Missed Follow-ups
CRMs allow automated reminders and task assignments so no lead slips through the cracks.
Scattered Customer Info
Track all conversations, quotes, and requests in one dashboard.
Missed Follow-ups
Automate repetitive tasks like sending invoices, follow-up emails, or status updates.
Choosing the Right Tool for Your Business
Odoo
Open-source with powerful modules for sales, inventory, and invoicing. Great for operational automation.
Bitrix24
A free CRM and project management tool, offering visual task boards, sales tracking, and collaboration features.
How Digitly Implements
These Tools for You
You didn’t come this far to stop
At Digitly, we simplify the process with a hands-on approach:
Free consultation to understand your needs
Platform recommendation based on business model
CRM setup, module configuration, and training
