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Automate the manual work in NextAgency

FullSpec maps how NextAgency 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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NextAgency by the numbers

Insights from real process mapping sessions that involve NextAgency.

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Top 5 NextAgency friction points when done manually

1

Syncing NextAgency client updates across teams

When a client changes their contact info or project status in NextAgency, you have to manually notify team members or update other systems so nobody works with outdated information.

78% report this
2

Pulling NextAgency reports for stakeholders

You spend hours each week extracting data from NextAgency, reformatting it in spreadsheets, and sending custom reports to clients or management instead of having reports generate automatically.

71% report this
3

Transferring NextAgency leads to proposals

After qualifying a lead in NextAgency, you manually re-enter their information into your proposal software, duplicating data entry and risking transcription errors.

58% report this
4

Reconciling NextAgency invoices with accounting

You manually match NextAgency invoice records against your accounting system each month to catch mismatches and ensure billing accuracy, a tedious reconciliation task.

44% report this
5

Chasing NextAgency follow-ups without reminders

You have to manually track which NextAgency contacts need follow-up calls or emails because the system doesn't automatically alert you when tasks are overdue.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in NextAgency

Browse popular NextAgency 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 NextAgency

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

NextAgency Automation questions

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