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Automate the manual work in webCRM

FullSpec maps how webCRM 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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webCRM by the numbers

Insights from real process mapping sessions that involve webCRM.

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

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Top 5 webCRM friction points when done manually

1

Copying webCRM contact data into spreadsheets

You export contacts from webCRM into Excel every week because your accounting or operations team refuses to log into the CRM.

78% report this
2

Manually syncing webCRM with email campaigns

You have to pull contact lists from webCRM and paste them into your email tool because they don't talk to each other.

71% report this
3

Re-entering webCRM data into invoices

You copy customer information from webCRM into your accounting software by hand instead of having it flow automatically.

62% report this
4

Chasing webCRM updates from your team

You spend time reminding staff to update deal status and notes in webCRM because there's no notification when information goes stale.

51% report this
5

Reconciling webCRM against bank deposits

You manually cross-check webCRM payment records against your bank statement because webCRM doesn't connect to your payment processor.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in webCRM

Browse popular webCRM 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.

Tools commonly connected to webCRM

Most automations involve more than one tool. These are the ones that show up most often alongside webCRM.

webCRM Automation questions

Ready to automate your work in webCRM?

Tell FullSpec which webCRM task eats the most time. We'll help you map it, scope it, and create your free build plan.