Automate the manual work in LockedOn

FullSpec maps how LockedOn 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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LockedOn by the numbers

Insights from real process mapping sessions that involve LockedOn.

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

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Top 5 LockedOn friction points when done manually

Syncing LockedOn contacts across systems

You manually export contacts from LockedOn and re-enter them into other tools because LockedOn doesn't automatically push data to your email, accounting, or marketing platforms.

78% report this

Updating LockedOn after client conversations

After every client call or email, you have to switch back to LockedOn to manually log notes, update deal status, and record next steps because the information doesn't flow in automatically.

71% report this

Reconciling duplicate LockedOn records

You spend time hunting down and merging duplicate contact records in LockedOn because the same client gets entered multiple times by different team members.

62% report this

Pulling LockedOn reports for management

You manually extract data from LockedOn, copy it into spreadsheets, and reformat it every week to show your manager pipeline status and deal progress.

51% report this

Cleaning up LockedOn data quality issues

You regularly audit LockedOn records to fix missing phone numbers, incomplete addresses, and inconsistent company names that were entered carelessly by your team.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in LockedOn

Browse popular LockedOn 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.