Automate the manual work in CustomerBase

FullSpec maps how CustomerBase 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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CustomerBase by the numbers

Insights from real process mapping sessions that involve CustomerBase.

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

Map a CustomerBase automation

Top 5 CustomerBase friction points when done manually

Syncing CustomerBase across team calendars

When appointments are booked in CustomerBase, you have to manually add them to your team's calendar systems so everyone knows when meetings are happening.

78% report this

Double-entry when CustomerBase slots fill

After a customer books a time slot in CustomerBase, you still need to manually update your internal scheduling system and send confirmation emails to avoid double-bookings.

68% report this

Chasing CustomerBase cancellations manually

When customers cancel appointments in CustomerBase, you have to manually remove them from your calendar and notify your team members who were assigned to those slots.

57% report this

Updating CustomerBase when schedules change

Every time your team's availability shifts, you have to manually go into CustomerBase and adjust all the open time slots to match your new schedule.

44% report this

Reconciling CustomerBase no-shows by hand

You have to manually track which customers didn't show up for their CustomerBase appointments and update their records without an automated flagging system.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in CustomerBase

Browse popular CustomerBase 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.