Automate the manual work in EndorseFlow

FullSpec maps how EndorseFlow 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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EndorseFlow by the numbers

Insights from real process mapping sessions that involve EndorseFlow.

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

Map a EndorseFlow automation

Top 5 EndorseFlow friction points when done manually

Manually syncing EndorseFlow contacts to CRM

You have to copy contact information from EndorseFlow into your CRM by hand instead of having it flow in automatically.

78% report this

Tracking endorsement status across EndorseFlow

You spend time checking EndorseFlow repeatedly to see which endorsements have been completed and which are still pending.

71% report this

Updating EndorseFlow records after client calls

After speaking with a prospect, you have to go back into EndorseFlow and manually update their profile with conversation notes and next steps.

62% report this

Exporting EndorseFlow data for reporting

You pull data out of EndorseFlow and paste it into spreadsheets to create reports instead of having dashboards ready to go.

51% report this

Matching EndorseFlow leads to existing accounts

You have to search EndorseFlow manually to figure out if a new lead is already a customer or connected to someone you know.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in EndorseFlow

Browse popular EndorseFlow 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.