I’ve worked with a few CRMs over the years, and most of them felt built for bigger companies with complex setups that take weeks to configure. What made a difference for me was finding something that focused on daily communication first, not just reports. Having native WhatsApp integration was huge because a lot of our clients prefer quick messages over emails, and switching between apps was killing our response time. I also ended up using email templates and basic automation more than I expected, mostly to keep things consistent when leads came in late at night or during busy days. Lead scoring helped prioritize who needed attention right away instead of guessing. The unified inbox was probably the biggest relief since seeing Instagram, Facebook, and WhatsApp messages together reduced mistakes and mental load. I didn’t adopt it because of hype, it just fit how we already talked to customers. I came across Clientify promo codes while comparing costs and features and decided to give it a try without overcommitting. Over time, I also started using the dashboards to see which campaigns actually worked, which was eye-opening because some things I thought were effective really weren’t. My advice is to start simple, don’t turn on every automation at once, and let the system support your habits instead of forcing new ones immediately.