Automate the manual work in Planports

FullSpec maps how Planports 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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Planports by the numbers

Insights from real process mapping sessions that involve Planports.

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

Map a Planports automation

Top 5 Planports friction points when done manually

Syncing Planports data across teams

When multiple team members update client information in Planports, you have to manually reconcile conflicting entries and duplicate records across departments.

78% report this

Exporting Planports reports for meetings

You spend time pulling data from Planports, reformatting it in spreadsheets, and recreating charts before every client or leadership meeting.

71% report this

Updating Planports when deals change

Each time a project scope shifts or timeline changes, you have to manually hunt through Planports to find and update all related records and notes.

62% report this

Matching Planports contacts to accounts

You manually verify and link individual contacts to the correct company accounts in Planports because the system does not auto-match them reliably.

51% report this

Cleaning up Planports duplicate entries

You periodically audit Planports to find and merge duplicate client records that accumulated from different team members entering the same information.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Planports

Browse popular Planports 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.