Metanow CRM

Knowledgebase

The Ultimate Guide to CRM Optimization: Tips and Best Practices

By: Metanow Knowledgebase Published on: 25/08/2025

1. Sales performance and revenue growth · 2. Customer retention and satisfaction · 3. Team productivity and efficiency · 4. Cost savings and ROI.

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Your Smart CRM Assistant

Always-on support, right inside Metanow CRM.

The Metanow CRM Assistant is your built-in guide to getting the most out of the platform. From managing contacts to setting up automations, it’s here 24/7 to help you succeed.

What you can do with it:

1. Get step-by-step guidance inside Metanow CRM

2. Learn how to set up campaigns, automations, and funnels

3. Troubleshoot common issues instantly

4. Discover best practices for growing your business