Automate the manual work in Upnify

FullSpec maps how Upnify 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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Upnify by the numbers

Insights from real process mapping sessions that involve Upnify.

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

Map a Upnify automation

Top 5 Upnify friction points when done manually

Upnify contact data stays siloed

Customer information entered into Upnify never flows to other systems, forcing you to re-enter the same contact details in accounting, email, or support tools.

78% report this

Manual Upnify pipeline stage updates

Sales reps must manually move deals through Upnify stages instead of having them advance automatically based on customer actions or email interactions.

71% report this

Upnify activity logs require constant entry

Every call, email, or meeting with a prospect must be manually logged into Upnify, creating duplicate work when those interactions already happened in Gmail or Outlook.

64% report this

Upnify reports need manual compilation

You spend hours pulling data from Upnify and copying it into spreadsheets to create sales forecasts or performance reports for leadership.

55% report this

Upnify lead assignment happens offline

New leads captured in Upnify are not automatically routed to the right sales rep, so you manually assign them or send emails directing who should follow up.

30% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Upnify

Browse popular Upnify 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.