Automate the manual work in DotSimple

FullSpec maps how DotSimple 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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DotSimple by the numbers

Insights from real process mapping sessions that involve DotSimple.

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

Map a DotSimple automation

Top 5 DotSimple friction points when done manually

Syncing DotSimple contacts across teams

When team members update customer information in DotSimple at different times, you end up manually reconciling duplicate or conflicting records instead of having one source of truth.

78% report this

Exporting DotSimple data for reports

You spend hours each week manually pulling customer data out of DotSimple, reformatting it in spreadsheets, and recalculating metrics that should update automatically.

71% report this

Matching DotSimple records to invoices

When invoices arrive, you manually search DotSimple to find the matching customer record and then update payment status by hand instead of having this happen automatically.

62% report this

Updating DotSimple when deals close

After closing a deal in your accounting or project system, you have to manually go back into DotSimple to mark the customer as active or update their status fields.

51% report this

Cleaning up DotSimple duplicate entries

You periodically audit DotSimple to find and manually merge duplicate customer records that accumulated from different team members entering similar information.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in DotSimple

Browse popular DotSimple 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.