Automate the manual work in Firmao

FullSpec maps how Firmao 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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Firmao by the numbers

Insights from real process mapping sessions that involve Firmao.

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

Map a Firmao automation

Top 5 Firmao friction points when done manually

Syncing Firmao contacts across teams

When team members update customer information in Firmao at different times, you end up with duplicate records and conflicting data that nobody catches until a deal falls through.

78% report this

Manually entering Firmao pipeline stages

You have to move deals through Firmao stages by hand each time a customer responds, which means deals get stuck in the wrong stage and your sales forecast becomes unreliable.

71% report this

Extracting reports from Firmao monthly

Pulling performance data out of Firmao for your monthly business review requires you to export, clean up, and reformat everything in a spreadsheet before you can actually see what happened.

61% report this

Updating Firmao when orders arrive

When a customer order comes in through email or your website, you have to manually log into Firmao and create the record instead of it flowing in automatically.

48% report this

Matching Firmao records to invoices

Your accounting team has to hunt through Firmao to find the right customer record for each invoice instead of having a clear link between your CRM and billing system.

25% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Firmao

Browse popular Firmao 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.