Automate the manual work in Agile CRM

FullSpec maps how Agile CRM 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.

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Agile CRM by the numbers

Insights from real process mapping sessions that involve Agile CRM.

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

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Top 5 Agile CRM friction points when done manually

Manually syncing Agile CRM contact updates

When a customer changes their phone number or email, you have to manually update it in Agile CRM instead of it flowing automatically from your other business systems.

78% report this

Entering deal stages into Agile CRM repeatedly

You manually move deals through pipeline stages in Agile CRM each time a customer takes action, creating duplicate data entry work across your sales process.

71% report this

Copying Agile CRM data into spreadsheets

You export contact lists and deal information from Agile CRM into Excel to create reports or share with team members because the native reports don't match what you need.

62% report this

Manually logging Agile CRM email interactions

You have to remember to manually log emails and customer conversations in Agile CRM instead of having them capture automatically from your inbox.

51% report this

Reconciling Agile CRM duplicate contact records

You spend time identifying and merging duplicate contacts in Agile CRM that were created when customers were entered from different sources or by different team members.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Agile CRM

Browse popular Agile CRM 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.