Automate the manual work in VaultRE

FullSpec maps how VaultRE 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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VaultRE by the numbers

Insights from real process mapping sessions that involve VaultRE.

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

Map a VaultRE automation

Top 5 VaultRE friction points when done manually

Syncing VaultRE property updates across systems

When a property status changes in VaultRE, you manually update it in your other business tools or risk having outdated information scattered across multiple platforms.

78% report this

Extracting VaultRE data for reporting

You spend hours pulling information out of VaultRE and reformatting it into spreadsheets or reports because the native export doesn't match your business reporting needs.

71% report this

Matching VaultRE records to existing clients

When a new lead enters VaultRE, you manually search your client database to check if they already exist, creating duplicate records and wasted follow-up efforts.

62% report this

Transferring VaultRE leads to your CRM

You manually copy prospect information from VaultRE into your primary CRM system because the two platforms don't talk to each other.

51% report this

Reconciling VaultRE with accounting records

You manually cross-reference transaction details from VaultRE against your accounting software to ensure commissions and payments are recorded correctly.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in VaultRE

Browse popular VaultRE 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.