Automate the manual work in Close

FullSpec maps how Close 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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Close by the numbers

Insights from real process mapping sessions that involve Close.

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

Map a Close automation

Top 5 Close friction points when done manually

Manually logging calls into Close

After every customer conversation, you have to stop and manually enter call notes, duration, and outcome into Close instead of the system capturing it automatically.

78% report this

Syncing email threads with Close

Customer emails arrive in your inbox but Close doesn't pull them in automatically, so you spend time copying relevant messages and pasting them into Close to keep the contact history complete.

71% report this

Updating deal stages in Close

When a prospect moves forward or backward in your sales process, someone has to remember to go into Close and manually change the deal stage to keep the pipeline accurate.

64% report this

Entering contact details into Close

New leads come from multiple sources and you have to manually type or copy-paste names, phone numbers, and emails into Close instead of importing them in bulk.

55% report this

Reconciling Close data with spreadsheets

Your team uses spreadsheets alongside Close for tracking, so you periodically have to check both systems and manually fix mismatches to keep your real pipeline visible.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Close

Browse popular Close 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.