Automate the manual work in Upsales

FullSpec maps how Upsales 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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Upsales by the numbers

Insights from real process mapping sessions that involve Upsales.

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

Map a Upsales automation

Top 5 Upsales friction points when done manually

Upsales contact data stays out of sync

When you update a prospect's phone number or email in Upsales but forget to update it in your spreadsheet or email tool, you end up calling wrong numbers or sending messages to old addresses.

78% report this

Manual deal stage updates in Upsales

You have to remember to drag deals across Upsales pipeline stages yourself, and if you forget, your sales forecast becomes inaccurate and you lose visibility into what's actually closing.

71% report this

Upsales activity logs require constant entry

Every time you call, email, or meet with a prospect, you must manually log the activity in Upsales or lose the history of your relationship with that contact.

62% report this

Duplicate contacts pile up in Upsales

When the same prospect gets entered into Upsales multiple times by different team members, you end up with fragmented contact records and can't see the full sales history.

51% report this

Upsales follow-up reminders get missed

Without automation, you have to manually check Upsales every day to remember which prospects need a callback or email, and busy days mean important follow-ups slip through the cracks.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Upsales

Browse popular Upsales 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.