Automate the manual work in EnergySage

FullSpec maps how EnergySage 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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EnergySage by the numbers

Insights from real process mapping sessions that involve EnergySage.

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

Map a EnergySage automation

Top 5 EnergySage friction points when done manually

Matching EnergySage leads to CRM records

You manually search your CRM to find which customer already exists before adding a lead from EnergySage, wasting time on duplicate checks.

78% report this

Copying EnergySage quote data by hand

You type out system size, pricing, and equipment details from EnergySage quotes into your proposal software instead of syncing the data automatically.

68% report this

Tracking EnergySage lead status across tools

You update lead status in EnergySage, then manually update it again in your CRM because the two systems don't talk to each other.

57% report this

Exporting EnergySage data for reporting

You download reports from EnergySage and paste them into spreadsheets to analyze pipeline and conversion metrics instead of pulling live data.

42% report this

Re-entering EnergySage customer contact info

You copy phone numbers and email addresses from EnergySage into your email or texting tool because they are not connected.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in EnergySage

Browse popular EnergySage 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.