At T3 CRM, we want you to enjoy your life and run a successful business, which is why we’re bringing you three ways you can use your CRM and automation software to set healthy boundaries and stick to them.
1. A Built-in Business Line
Boundaries become nearly impossible when your personal and business numbers are the same. That’s how you end up like Brenda—constantly roped back into work by client messages and calls when you’re supposed to be off the clock.
There are plenty of remedies for this, but the best one is to have a CRM with a built-in business line.
Pros of having a business line built into your CRM software include:
- No need for a separate phone
- Your work messages are stored in the same place where your work happens, so you don’t have to toggle between apps or pay for additional software
- Client interactions are organized and linked to each profile, allowing you to easily look back at past correspondences
- Access on your phone and computer
- Separate snooze settings for work messages
Software with a phone line becomes even more helpful when you or members of your team go on vacation. All messages are accessible to everyone with app access, meaning business numbers aren’t tied to physical phones, which allows others to take action when their coworkers are enjoying some well-deserved rest.
If you’re looking for better boundaries, greater organization, and more personal freedom, starting with your phone line is a great idea.
2. Automated OOO Responses
When your clients contact you, you don’t want to leave them hanging, even when you’re not available to talk right away. That’s where automated responses come in.
Once you have your dedicated business phone line, business automation can take this feature to the next level by sending automatic responses when you’re unavailable. You can customize these responses to let customers know when you’ll be back, helping you maintain transparency and build trust.
Some example templates include:
Past 5 p.m.
“Hi! I’ve clocked out for the day, but your message is top of my list for tomorrow. Chat soon!”
Vacation
“I’m currently soaking up some sun on vacation 🌴, but no worries—one of my awesome team members will follow up with you, and I’ll be back on [insert date]. Thanks for your patience!”
Focus
“Hey there! I’m heads-down on an exciting project (you’re going to love it!), but I’ll get back to you soon. Stay tuned, and can’t wait to chat!”
Using T3 CRM automation, you can also set expectations with clients right from the start of a project. This reduces client questions and helps manage deadlines. Once automations are built, they require zero manual effort and can keep clients updated automatically.
Want more text templates for when you’re out of the office? Download our free resource at the bottom of this blog!
3. Lean on the Power of AI
AI is incredible, and when used correctly, it’s a major time-saver. It can also help you set boundaries and manage client relationships with less stress.
Part of setting boundaries is sending hard messages. AI can help you come up with a list of ready-to-use templates for every boundary-setting scenario. Instead of stressing out about writing the perfect response, let AI assist you.
Think of specific problems you’ve encountered with clients, vendors, or team members. Compile them into a list and use AI to generate appropriate responses. This takes the pressure off you, allowing you to set boundaries more quickly and effectively.
But where does your CRM and automation software come in? Simple: Choose a CRM like T3 CRM, which offers AI tools. When built into the CRM, the AI will learn your business and provide highly-tailored messages using the data stored in your app.
The Extra Boost You Need
There’s probably no shortage of things you want to do in your business, but make sure boundary-setting is at the top of your list. The sooner you set those boundaries, the sooner you can enjoy distraction-free time with those who matter most to you.
We understand that this task can feel daunting or induce guilt, but setting boundaries will lead to freedom and growth.