Automate the manual work in Rise CRM

FullSpec maps how Rise CRM 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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Rise CRM by the numbers

Insights from real process mapping sessions that involve Rise CRM.

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

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Top 5 Rise CRM friction points when done manually

Syncing contact updates across Rise CRM

When a customer's phone number or address changes, you have to manually update it in Rise CRM and then remember to tell your team or update other systems, creating duplicate work and outdated records.

78% report this

Manually logging Rise CRM call notes

After every customer call, you have to stop what you are doing, open Rise CRM, find the contact, and type out the conversation details by hand instead of having them captured automatically.

71% report this

Chasing down Rise CRM data entry

Your team forgets to enter customer interactions into Rise CRM, so you spend time each week hunting down who talked to whom and manually filling in the gaps to keep records current.

62% report this

Exporting Rise CRM reports for meetings

Before every sales meeting or client review, you have to manually pull data out of Rise CRM, copy it into a spreadsheet, and reformat it to show what you actually need to discuss.

51% report this

Matching Rise CRM records to invoices

When an invoice comes in, you have to manually search Rise CRM to find the right customer record and then link it by hand instead of having the two systems talk to each other.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Rise CRM

Browse popular Rise CRM 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.