Before you blame the software, let's check the usual suspects. 90% of CRM problems come from the same handful of issues—and most can be fixed in under 10 minutes.
Email Problems
Emails Landing in Spam?
Check #1: Domain Authentication
Go to Settings → Email → Domain Settings. All three records (SPF, DKIM, DMARC) should show green checkmarks.
Check #2: Sending Reputation
Use mail-tester.com to score your emails. Anything below 7/10 needs work.
Check #3: Content Issues
Remove spam trigger words, excessive links, and ALL CAPS from your emails.
SMS Problems
SMS Not Sending?
Most Common Issue: A2P Registration
If you haven't completed A2P 10DLC registration, carriers are likely blocking your messages. This is non-negotiable in 2026.
Check: Phone Number Status
Go to Settings → Phone Numbers. Each number should show "Active" status and be linked to an approved campaign.
Automation Problems
Automations Not Triggering?
- Check the trigger: Is it set to the right form/tag/pipeline stage?
- Check the filters: Are contacts being excluded by conditions you forgot about?
- Check the status: Is the workflow actually published and active?
Pipeline Problems
Deals Not Moving?
If deals aren't moving through your pipeline automatically:
- Check if you have automation rules set up for stage changes
- Verify the trigger conditions are being met
- Look for conflicting automations that might be resetting the stage
- Check if there are required fields blocking the move
Still Stuck?
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