Automate the manual work in Agency Elephant

FullSpec maps how Agency Elephant fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

Explore ideas

Agency Elephant by the numbers

Insights from real process mapping sessions that involve Agency Elephant.

No processes mapped yet using Agency Elephant. Map a process that uses Agency Elephant to see automation data here.

Map a Agency Elephant automation

Top 5 Agency Elephant friction points when done manually

Syncing Agency Elephant contacts across tools

You manually copy client information from Agency Elephant into email, accounting, or project management software because the systems don't talk to each other.

78% report this

Updating Agency Elephant after client calls

After every client conversation, you have to go back into Agency Elephant and manually log notes, next steps, and status changes instead of capturing them in real time.

71% report this

Reconciling Agency Elephant with invoicing

You manually match invoices to client records in Agency Elephant because billing information doesn't automatically flow back into your CRM.

61% report this

Cleaning duplicate Agency Elephant records

You spend time finding and merging duplicate client entries in Agency Elephant that were created when the same prospect was added multiple times by different team members.

48% report this

Exporting Agency Elephant data for reporting

You manually export client lists and activity reports from Agency Elephant to create monthly performance summaries that stakeholders need.

32% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Agency Elephant

Browse popular Agency Elephant automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.