Sales isn’t just about closing new deals—it’s about building long-term relationships, keeping promises, and staying in touch at the right time. That’s where recurring activities in TeamGram CRM come in.
Whether it’s a monthly check-in or an annual contract renewal, recurring activities help you automate your follow-ups, stay organized, and ensure no opportunity—or relationship—slips through the cracks.
Here’s how to use this feature effectively, with real-world examples that every account executive can relate to.
What Are Recurring Activities?
Recurring activities are tasks that repeat at regular intervals—weekly, monthly, annually, etc.
In TeamGram CRM, you can create a recurring activity once, and the system will automatically generate the next one each time the current one is completed. This means no more reminders falling off your radar, and no more scrambling to follow up at the last minute.
Why Recurring Activities Matter for Sales
- Stay Consistent: Build trust by following up exactly when your customers expect you to.
- Save Time: Automate routine task creation so you can focus on strategy, not calendar management.
- Prevent Revenue Leakage: Don’t miss out on renewals or upsell windows just because someone forgot to follow up.
- Work Proactively: See your recurring tasks in advance and plan your week or month accordingly.
Real-World Sales Use Cases for Recurring Activities
Here are just a few examples of how recurring activities can support your sales process:
Annual Contract Renewals
Set up a yearly activity to initiate the renewal process for maintenance agreements, service plans, or software subscriptions.
Quarterly Business Reviews (QBRs)
Schedule recurring quarterly calls or meetings with key accounts to review progress, KPIs, and new opportunities.
Monthly Check-Ins
Keep your relationships warm with monthly emails or calls to top clients, even when there’s no immediate deal.
Routine Service Calls
Schedule regular visits or remote check-ins for clients who receive ongoing support or field services.
Monthly Sales Report Reviews
Create recurring reminders to follow up with clients about monthly performance, usage, or delivery stats—especially in SaaS or logistics.
Pipeline Review Preparation
Set recurring internal reminders to prepare for weekly or bi-weekly pipeline reviews or deal health updates.
How to Set Up Recurring Activities in TeamGram CRM
Setting up a recurring activity is simple:
- Create a new activity as you normally would (call, meeting, task, etc.).
- In the activity window, select the recurrence option and define how often it should repeat (e.g., every month, every 3 months, every year).
- Assign it to yourself or a teammate.
- Link it to a customer or opportunity if applicable.
- Add notes or checklists to clarify what needs to be done each time.
When you complete the current activity, TeamGram will automatically generate the next one on the schedule—so you always stay ahead.
Best Practices for Using Recurring Activities
- Don’t overuse: Only use recurrence for tasks that truly repeat.
- Be specific: Use clear titles and descriptions so recurring tasks are easy to recognize and act on.
- Include checklists: For complex recurring tasks, attach a checklist to ensure nothing is overlooked.
- Review regularly: Periodically check your list of recurring activities and adjust frequency or content as customer needs evolve.
Final Thought: Keep the Rythm of Customer Relationships
Recurring activities in TeamGram CRM help you maintain momentum, build credibility, and protect revenue—all while reducing the risk of forgetting important follow-ups.
They’re especially useful in managing ongoing relationships, repeatable tasks, and customer touchpoints that need consistent attention.
Use them well, and you’ll not only stay organized—you’ll stand out.