Automate the manual work in Clarity CRM

FullSpec maps how Clarity 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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Clarity CRM by the numbers

Insights from real process mapping sessions that involve Clarity CRM.

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

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Top 5 Clarity CRM friction points when done manually

Manually syncing Clarity CRM contact updates

When a customer's phone number or address changes, you have to manually find and update the record in Clarity CRM instead of having changes flow in automatically from your other systems.

78% report this

Typing deal stages into Clarity CRM repeatedly

You manually enter the same deal stage information into Clarity CRM multiple times across different records because there is no way to bulk update or template the progression.

71% report this

Hunting for lost Clarity CRM customer history

When you need to recall what happened with a customer last month, you have to dig through Clarity CRM's activity log manually because notes and interactions are scattered across different fields.

62% report this

Copying Clarity CRM data for reporting

To create a sales report, you manually export data from Clarity CRM into a spreadsheet and reorganize it by hand instead of pulling a pre-built report.

51% report this

Re-entering Clarity CRM info into invoices

After creating a deal in Clarity CRM, you manually type the customer details into your invoicing system because Clarity CRM does not connect to your accounting software.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Clarity CRM

Browse popular Clarity 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.