Automate the manual work in Teamwork CRM

FullSpec maps how Teamwork 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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Teamwork CRM by the numbers

Insights from real process mapping sessions that involve Teamwork CRM.

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

Map a Teamwork CRM automation

Top 5 Teamwork CRM friction points when done manually

Syncing contact updates across Teamwork CRM

When a customer changes their phone number or address, you have to manually update it in Teamwork CRM instead of it flowing in automatically from your other systems.

78% report this

Logging emails to Teamwork CRM records

You spend time copying and pasting email threads into Teamwork CRM activity logs because emails don't automatically attach to the right customer record.

71% report this

Entering deal stage changes in Teamwork CRM

After a sales call, you have to manually drag deals between pipeline stages in Teamwork CRM instead of having status updates flow in from your notes or conversations.

58% report this

Reconciling Teamwork CRM with accounting data

You manually cross-check customer information and transaction history between Teamwork CRM and your accounting software to catch mismatches and missing records.

42% report this

Reassigning Teamwork CRM contacts between teams

When a customer moves to a different sales rep or region, you have to hunt through Teamwork CRM and manually reassign all their records and notes.

25% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Teamwork CRM

Browse popular Teamwork 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.