End-of-Year Checklist

Struggling to prepare for 2026? That's what a CRM is for! Explore our train stations below and check how to use your CRM to fix any bumps along the way.

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Image of a plaque saying the name Taskminster station

Taskminster Station

Stay on top of time by adding tasks to your SugarCRM calendar. With multiple calendar views, you can see your tasks approaching in the upcoming month.

Schedule year-end team meetings for recognition and engagement. Within CRM tasks, you can add notes that are easy to access in the new year and don't disrupt your workflow in the countdown to January.

Image of a train station plaque saying Reminder Railway and an icon of an air horn.

Avoid hefty delays by setting reminders to automatically appear before your licenses expire. Your business insurances are just as important as your software tools, and it's hard to remember all of them! Adding URLs and vital information to your reminders will help all team members carry out the renewals if another member is out of office.

Graphic of a train station plaque saying Grand Update Central and an icon of a train station

If you want to enter the new year a little more organised, you can use a mass update tool to make sure all clients have the correct data in their record, or merge any duplicate contacts. Start the new year with smooth communications.

When it comes to updating your contacts, the more you can update the merrier. The more frequently you update your contacts, the more effective your email marketing becomes. A well-maintained and concise contact list leads to stronger campaign performance.

Image of a train station plaque, with the words Saleswich Station written under a graphic of a yearly report

For detailed end-of-year sales reports, use SugarCRM or EspoCRM to round up your best and worst performing campaigns, to make next year planning a breeze.

New Year (26)

You are safely heading to 2026! Let us know in the comments if there is station you think is missing from your journey.

Reminder Tool
Mass Update Tool
Intro: CRM Reporting

Spot the difference

Resolution

Just as you might create a list of positive lifestyle changes for the new year, you can plan a range of targeted fixes within your larger CRM solution.

Solution

As simple as a lock to a key, a full CRM solution is built to enable customer communication.

What are your CRM resolutions?

We're in office up until New Year to answer your queries! Use the form below to submit any questions.