Automate the manual work in ClearCRM

FullSpec maps how ClearCRM 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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ClearCRM by the numbers

Insights from real process mapping sessions that involve ClearCRM.

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

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Top 5 ClearCRM friction points when done manually

Syncing ClearCRM contact updates across teams

When team members update customer information in ClearCRM, you manually chase down who made changes and when to keep everyone on the same page.

78% report this

Matching duplicate records in ClearCRM

You spend hours manually identifying and merging duplicate customer entries in ClearCRM because the same contact was entered multiple times by different staff.

71% report this

Exporting ClearCRM data for reporting

Every time you need a sales report or customer list, you manually export data from ClearCRM, clean it up in a spreadsheet, and reformat it for stakeholders.

62% report this

Updating ClearCRM when deals close

After a deal closes, you manually update multiple fields in ClearCRM to mark the stage, record the final amount, and log completion notes across different customer records.

51% report this

Transferring ClearCRM data to accounting

When invoices need to be created, you manually copy customer and deal information from ClearCRM into your accounting software instead of having it flow automatically.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in ClearCRM

Browse popular ClearCRM 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.