Automate the manual work in UPilot

FullSpec maps how UPilot 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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UPilot by the numbers

Insights from real process mapping sessions that involve UPilot.

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

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Top 5 UPilot friction points when done manually

Syncing UPilot contact updates across teams

When team members update contact information in UPilot, you have to manually notify other departments or re-enter the data into your other systems to keep everyone working with the same information.

78% report this

Reconciling UPilot records with spreadsheets

You maintain customer data in both UPilot and Excel or Google Sheets, forcing you to manually check for duplicates and discrepancies between the two sources every week.

71% report this

Exporting UPilot data for reporting

To create reports for management, you have to manually export contact lists and activity data from UPilot, then spend hours reformatting and combining it in a spreadsheet.

62% report this

Transferring UPilot leads to sales tools

When new leads come into UPilot, you manually copy their contact details and paste them into your sales pipeline or email marketing platform instead of having them flow automatically.

51% report this

Cleaning up duplicate UPilot contacts

You spend time each month identifying and manually merging duplicate contact records that accumulate in UPilot from different entry points or data sources.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in UPilot

Browse popular UPilot 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.