Automate the manual work in Swell

FullSpec maps how Swell 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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Swell by the numbers

Insights from real process mapping sessions that involve Swell.

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

Map a Swell automation

Top 5 Swell friction points when done manually

Syncing Swell customer data across tools

You manually export customer information from Swell and re-enter it into accounting, email, or project management software because Swell doesn't automatically push updates to your other systems.

78% report this

Tracking Swell pipeline changes by hand

You spend time each week manually reviewing Swell to identify which deals moved, stalled, or closed so you can update your team and forecasts.

71% report this

Reconciling Swell records with actual activity

You manually verify that customer interactions logged in Swell match what actually happened in emails, calls, and meetings because data entry lags or gets skipped.

59% report this

Pulling Swell reports for stakeholder updates

You manually extract and reformat Swell data into spreadsheets or slides every week to show leadership pipeline health, conversion rates, and team performance.

48% report this

Cleaning up duplicate Swell customer records

You periodically scan Swell to find and merge duplicate contacts that were created when customers were added by different team members or through multiple channels.

25% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Swell

Browse popular Swell 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.