Automate the manual work in Clienty

FullSpec maps how Clienty 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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Clienty by the numbers

Insights from real process mapping sessions that involve Clienty.

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

Map a Clienty automation

Top 5 Clienty friction points when done manually

Clienty contact data stays out of sync

When you update a client's phone number or address in Clienty but forget to update it elsewhere, your team calls the wrong number or sends mail to an old address.

78% report this

Duplicate client records pile up in Clienty

You end up with multiple Clienty entries for the same customer because different team members added them without checking, splitting their history across records.

71% report this

Clienty notes get lost between conversations

Your team forgets to log interaction details into Clienty after calls or meetings, so the next person who touches that account has no context.

59% report this

Clienty reports require manual data assembly

You spend hours pulling client information from Clienty and copying it into spreadsheets to create monthly reports or send to accounting.

47% report this

Clienty client lists go stale without cleanup

Inactive or duplicate contacts clutter your Clienty database over time because there is no regular process to archive or merge old records.

25% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Clienty

Browse popular Clienty 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.