What’s the Coolest CRM Feature You Discovered by Accident? ?

Yeah, that happened to me too! I was trying to fix a workflow issue and somehow triggered an automation I didn’t know existed — it automatically updated contact fields after a lead filled out a form. Total lifesaver. After that, I started exploring alternatives listed here — https://nethunt.com/blog/top-copper-crm-alternatives/ and realized how many tools hide these useful shortcuts. Makes you appreciate how flexible CRMs really are once you start digging deeper.

I’ve noticed a lot of people only use the basic stuff their CRM offers, even though there are tons of small functions that can actually save hours every week. It’s kind of fun when you find something by accident that feels like a secret feature. Sometimes just clicking around or experimenting with automations ends up teaching you more than reading the manual ever could.

I was tweaking our CRM setup last week and accidentally found this “email tracking timeline” I’d never noticed before. It literally shows when a client opened my email, clicked a link, or ignored it completely. I’ve been using this system for a year and somehow missed it! Now I can see which leads are actually warm without guessing. Anyone else ever stumbled on a hidden gem like that in their CRM?