Automate the manual work in ClientBloom

FullSpec maps how ClientBloom 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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ClientBloom by the numbers

Insights from real process mapping sessions that involve ClientBloom.

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

Map a ClientBloom automation

Top 5 ClientBloom friction points when done manually

Syncing ClientBloom contacts across teams

When team members update client information in ClientBloom at different times, you spend hours manually reconciling duplicate records and conflicting data across the system.

78% report this

Exporting ClientBloom data for reports

You manually pull client lists and activity data out of ClientBloom, paste them into spreadsheets, and reformat everything to create monthly reports for management.

71% report this

Matching ClientBloom records to invoices

When invoices arrive, you manually search ClientBloom to find the correct client record, then cross-reference it with your accounting system to ensure billing accuracy.

59% report this

Updating ClientBloom when contracts change

Each time a client agreement updates, you manually edit multiple fields in ClientBloom, then notify team members so they see the new terms and pricing.

47% report this

Cleaning up ClientBloom duplicate entries

You regularly audit ClientBloom to find and manually merge duplicate client records that were created when different team members entered the same contact information.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in ClientBloom

Browse popular ClientBloom 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.