Automate the manual work in RealWork

FullSpec maps how RealWork 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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RealWork by the numbers

Insights from real process mapping sessions that involve RealWork.

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

Map a RealWork automation

Top 5 RealWork friction points when done manually

Syncing RealWork contacts across teams

When team members update client information in RealWork at different times, you end up manually reconciling duplicate or conflicting records across spreadsheets and email chains.

78% report this

Pulling RealWork data for reporting

You spend hours each week exporting RealWork records into Excel to create the reports your manager needs because RealWork's built-in reports don't match your business format.

71% report this

Matching RealWork leads to actual jobs

You manually cross-reference RealWork prospect records against your project management system to figure out which leads actually converted into paying work.

62% report this

Updating RealWork when deals close

After a sale closes in your accounting or project system, you have to go back into RealWork and manually mark the deal as won and update the final value.

54% report this

Cleaning up RealWork duplicate entries

You periodically audit RealWork to find and merge duplicate company or contact records that were created when different people entered the same information.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in RealWork

Browse popular RealWork 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.