Automate the manual work in Business Pilot

FullSpec maps how Business Pilot 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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Business Pilot by the numbers

Insights from real process mapping sessions that involve Business Pilot.

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

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Top 5 Business Pilot friction points when done manually

Syncing Business Pilot data across teams

When team members update customer information in Business Pilot at different times, you end up manually reconciling duplicate or conflicting records instead of having one source of truth.

78% report this

Exporting Business Pilot reports manually

You spend hours each week pulling data out of Business Pilot and reformatting it into spreadsheets for stakeholders who need different views of the same information.

71% report this

Business Pilot follow-ups fall through cracks

Without automated reminders tied to Business Pilot records, you rely on memory or sticky notes to follow up with leads, causing deals to stall or opportunities to be missed.

64% report this

Entering Business Pilot data from multiple sources

Customer information arrives through email, phone calls, and forms, and you manually type each piece into Business Pilot instead of having it populate automatically.

52% report this

Business Pilot integration with accounting software

You manually copy deal amounts and customer details from Business Pilot into your accounting system because they don't talk to each other, creating double-entry work and room for error.

27% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Business Pilot

Browse popular Business Pilot 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.