Automate the manual work in Workbooks CRM

FullSpec maps how Workbooks CRM 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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Workbooks CRM by the numbers

Insights from real process mapping sessions that involve Workbooks CRM.

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

Map a Workbooks CRM automation

Top 5 Workbooks CRM friction points when done manually

Workbooks CRM data entry duplication

Sales reps manually type the same customer information into Workbooks CRM multiple times across different records, wasting hours each week on redundant data entry.

78% report this

Workbooks CRM pipeline stage updates

Managers must manually check each deal in Workbooks CRM and move it between pipeline stages instead of having updates flow in automatically from email or documents.

71% report this

Workbooks CRM contact sync across teams

When a contact changes jobs or information updates, you manually hunt through Workbooks CRM to find and update every related record instead of syncing changes once.

63% report this

Workbooks CRM activity logging delays

Team members forget to log calls, emails, and meetings in Workbooks CRM until days later, creating incomplete activity histories and stale deal timelines.

54% report this

Workbooks CRM report data extraction

You manually pull data from Workbooks CRM into spreadsheets each week to create reports instead of having them generate and distribute on schedule.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Workbooks CRM

Browse popular Workbooks CRM 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.