Automate the manual work in YouLi

FullSpec maps how YouLi 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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YouLi by the numbers

Insights from real process mapping sessions that involve YouLi.

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

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Top 5 YouLi friction points when done manually

Syncing YouLi data across teams

When multiple team members update customer information in YouLi at the same time, you end up with duplicate records or conflicting data that requires manual cleanup.

78% report this

Exporting YouLi reports for meetings

You have to manually pull data from YouLi, format it in a spreadsheet, and update it before each client or leadership meeting because the export doesn't match your reporting needs.

71% report this

Matching YouLi records to invoices

When invoices come in, you manually search YouLi to find the matching customer record and then cross-reference it with your accounting system to ensure billing is correct.

62% report this

Updating YouLi when deals close

After a deal closes in your email or project tool, you have to manually go back into YouLi and update the status, amount, and close date to keep the pipeline accurate.

54% report this

Cleaning up YouLi duplicate contacts

YouLi accumulates duplicate customer records from different entry points, and you spend hours manually merging them and deciding which information to keep.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in YouLi

Browse popular YouLi 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.