Discover 5 CRM automations for leisure enterprises that save time every week :
Introduction
Leisure enterprises handle bookings, follow-ups and communication every day. These repetitive tasks often slow down the team. A properly configured CRM automates key actions and improves efficiency. It also strengthens customer relationships. Here are five useful automations that simplify operations and help retain clients.
Automatic follow-up for inactive prospects
If someone begins booking but does not complete the form, the CRM sends a reminder three days later. The message includes a booking link and a brief call to action. This process increases conversions without any manual effort.
Internal alert when a client is active
When a client books more than twice in one month, the CRM alerts the team. They can then offer a loyalty discount, a call, or a special invite. This alert helps build a stronger connection with engaged clients.
Automatic contact creation from website forms
Each form submission on the site creates a new contact in the CRM. It also tags the selected activity. This automation prevents duplicate data and ensures future campaigns are well targeted.
Follow-up email after each activity
The day after an activity, the CRM sends a personalized email. It can include a thank you message, a review request or a new activity suggestion. This quick follow-up improves customer satisfaction and encourages return visits.
Automatic loyalty status update
When a client makes three bookings within three months, the CRM updates their status to loyal. It can then trigger a campaign with exclusive offers or a special message. This setup rewards repeat customers without additional effort.
Useful integrations
To improve these automations, connect the CRM with:
Google Calendar for activity scheduling
Zapier to link booking forms and external tools
Email platforms like Sendinblue or Mailchimp
Stripe or PayPlug for payment tracking
Conclusion
CRM automation saves time and improves service quality for leisure businesses. These five automations make client engagement easier and more consistent while freeing up the team to focus on delivering great activities.
