Balancing efficient CRM (Customer Relationship Management) systems with personal touches is crucial for maintaining strong client relationships. Here are strategies to help:

• Personalized follow-ups: Use CRM data to tailor emails and calls to client preferences and past interactions.

• Regular check-ins: Schedule periodic calls or meetings to discuss client needs and feedback.

• Handwritten notes: Send thank-you cards or notes for special occasions to add a personal touch.

What strategies do you use to keep client interactions personal?