Automate the manual work in Clientify

FullSpec maps how Clientify 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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Clientify by the numbers

Insights from real process mapping sessions that involve Clientify.

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

Map a Clientify automation

Top 5 Clientify friction points when done manually

Clientify contact data stays out of sync

When you update a client's phone number or email in email or spreadsheets instead of Clientify, your team pulls outdated information and reaches out on wrong contact details.

78% report this

Pipeline deals slip through without visibility

If sales reps forget to move deals through Clientify stages or leave them stuck in one status, you cannot see which opportunities are actually close to closing.

52% report this

Follow-up tasks get lost between tools

When you create reminders in your calendar or notes app instead of logging them in Clientify, other team members miss critical follow-ups and clients feel neglected.

48% report this

Duplicate Clientify records waste reconciliation time

Without a consistent process for entering new contacts into Clientify, you end up with multiple records for the same client and spend hours merging duplicates.

37% report this

Clientify reports require manual data gathering

When deal information lives in emails and spreadsheets instead of Clientify, you have to manually compile numbers to answer basic questions about pipeline health or monthly revenue.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Clientify

Browse popular Clientify 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.