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Automate the manual work in Magnetis

FullSpec maps how Magnetis 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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Magnetis by the numbers

Insights from real process mapping sessions that involve Magnetis.

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

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Top 5 Magnetis friction points when done manually

1

Syncing Magnetis data across teams

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

78% report this
2

Magnetis contact exports for campaigns

You manually export contact lists from Magnetis, clean them in a spreadsheet, and re-import them into your email or marketing tool, losing data integrity in the process.

71% report this
3

Tracking Magnetis pipeline changes manually

You have to manually check Magnetis every day to see which deals moved, which clients went quiet, and which opportunities are at risk because there's no automated alert system.

63% report this
4

Magnetis data entry from email threads

You spend hours copying client details, conversation notes, and follow-up dates from email into Magnetis fields because they don't talk to each other.

54% report this
5

Reconciling Magnetis with accounting records

Your accounting software and Magnetis show different client payment statuses and deal values, so you manually cross-check both systems to figure out what actually happened.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Magnetis

Browse popular Magnetis 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.

Tools commonly connected to Magnetis

Most automations involve more than one tool. These are the ones that show up most often alongside Magnetis.

Magnetis Automation questions

Ready to automate your work in Magnetis?

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