Automate the manual work in ProspectBoss

FullSpec maps how ProspectBoss 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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ProspectBoss by the numbers

Insights from real process mapping sessions that involve ProspectBoss.

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

Map a ProspectBoss automation

Top 5 ProspectBoss friction points when done manually

Manually updating ProspectBoss lead status

You have to stop what you are doing and manually change each lead's status in ProspectBoss after a call or meeting instead of having it update automatically.

78% report this

Copying prospect data into ProspectBoss

You spend hours typing or copy-pasting prospect information from emails, spreadsheets, and websites into ProspectBoss fields instead of pulling data directly from your sources.

71% report this

Reconciling ProspectBoss duplicates across teams

Multiple team members add the same prospect to ProspectBoss separately, creating duplicate records that you have to find and merge manually.

58% report this

Exporting ProspectBoss data for reporting

You export lists from ProspectBoss into spreadsheets every week to create reports that your manager needs, then manually format and clean the data.

42% report this

Syncing ProspectBoss with email follow-ups

You have to manually log email interactions and follow-up dates in ProspectBoss because your email system does not connect to it automatically.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in ProspectBoss

Browse popular ProspectBoss 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.