Automate the manual work in OpenCRM

FullSpec maps how OpenCRM 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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OpenCRM by the numbers

Insights from real process mapping sessions that involve OpenCRM.

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

Map a OpenCRM automation

Top 5 OpenCRM friction points when done manually

Syncing OpenCRM data across teams

When team members update customer records in OpenCRM at different times, you end up manually checking and reconciling duplicate or conflicting information across the system.

78% report this

Exporting OpenCRM reports for meetings

You have to manually pull data from OpenCRM, format it in spreadsheets, and rebuild charts before every sales or management meeting instead of having current reports ready.

71% report this

Matching OpenCRM contacts to invoices

When invoices arrive or payments are made, you manually search OpenCRM to find the matching customer record and update payment status by hand.

59% report this

Updating OpenCRM after email exchanges

Every time a customer emails or calls, you have to manually log the interaction in OpenCRM because emails and calls don't automatically record there.

47% report this

Cleaning up OpenCRM duplicate records

You periodically discover duplicate customer entries in OpenCRM and must manually merge them or delete old records to keep the database accurate.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in OpenCRM

Browse popular OpenCRM 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.