Automate the manual work in Platform.ly

FullSpec maps how Platform.ly 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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Platform.ly by the numbers

Insights from real process mapping sessions that involve Platform.ly.

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

Map a Platform.ly automation

Top 5 Platform.ly friction points when done manually

Syncing Platform.ly contacts across systems

You manually copy contact information from Platform.ly into email, accounting, and project management tools because they don't talk to each other.

78% report this

Updating Platform.ly after client conversations

You have to remember to go back into Platform.ly and log call notes, deal status changes, and next steps after every client interaction.

71% report this

Reconciling Platform.ly data with spreadsheets

You maintain separate spreadsheets for forecasting and reporting because Platform.ly reports don't match how your team tracks pipeline.

62% report this

Cleaning up duplicate Platform.ly records

You spend time each week finding and merging duplicate contacts in Platform.ly that got created when leads came from different sources.

51% report this

Exporting Platform.ly data for presentations

You export reports from Platform.ly and rebuild them in PowerPoint or Excel to get the format and visuals your leadership team expects.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Platform.ly

Browse popular Platform.ly 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.