Automate the manual work in Plezi

FullSpec maps how Plezi 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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Plezi by the numbers

Insights from real process mapping sessions that involve Plezi.

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

Map a Plezi automation

Top 5 Plezi friction points when done manually

Syncing Plezi leads to CRM manually

You have to manually export leads from Plezi and import them into your CRM because the two systems don't talk to each other automatically.

78% report this

Tracking Plezi engagement across platforms

You spend time piecing together visitor behavior from Plezi with email opens and clicks from other tools to understand the full customer journey.

71% report this

Updating lead scores in Plezi

You have to manually adjust lead scores in Plezi when deals move through your pipeline or when you get feedback from sales that contradicts the automated scoring.

59% report this

Reconciling Plezi data with spreadsheets

You maintain separate spreadsheets to track which Plezi leads have been contacted or qualified because the platform doesn't give you the reporting view you need.

47% report this

Reassigning Plezi leads between reps

When your sales team changes or territories shift, you have to manually reassign Plezi leads one by one instead of doing bulk updates.

25% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Plezi

Browse popular Plezi 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.