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View all of our top picks software that recommend and integrate with organized by category. Accounting + CRM + Project Management + Help Desk + Database + eSignature + Event Management + VoIP + More...

View all the software that we recommend and integrate with organized by category. Accounting + CRM + Project Management + Help Desk + Database + eSignature + Event Management + VoIP + More...

Automation Debugging Bot at Efficient App - Check out all podcast episodes and posts written about Copper CRM surrounding automation and integration best practices.

Customer Success at Efficient App - Check out all podcast episodes and posts written about Copper CRM surrounding automation and integration best practices.

Support Ticket Monitoring Bot at Efficient App - Check out all podcast episodes and posts written about Copper CRM surrounding automation and integration best practices.

Co-Founder & Business Process Strategist at Efficient App - Check out all podcast episodes and posts written about Copper CRM surrounding automation and integration best practices.

Automation Uptime Monitoring Bot at Efficient App - Check out all podcast episodes and posts written about Copper CRM surrounding automation and integration best practices.

Engineering Partner at Efficient App - Check out all podcast episodes and posts written about Copper CRM surrounding automation and integration best practices.

Software API Change Detecting Bot at Efficient App - Check out all podcast episodes and posts written about Copper CRM surrounding automation and integration best practices.

Founder & Head of Product at Efficient App - Check out all podcast episodes and posts written about Copper CRM surrounding automation and integration best practices.

View all software app discounts, deals, and offers we have available for your favorite software like Motion, Superhuman, Cleanshot X, and others—updated daily!

Learn all things Copper CRM best practices, automation, and integration.

All the software that we have integrated and automated. CRM + Project Management + Help Desk + Database + eSignature + More...

Typefully Review 2024 (): Is Typefully worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Communicate Review 2024 (Communication): Is Communicate worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

JustCall Review 2024 (VoIP): Is JustCall worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Edge Review 2024 (Web Browsers): Is Edge worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Stripe Review 2024 (Billing & Invoicing): Is Stripe worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

ConvertKit Review 2024 (Email Marketing): Is ConvertKit worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

FirstPromoter Review 2024 (Affiliate & Referral): Is FirstPromoter worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Vivaldi Review 2024 (Web Browsers): Is Vivaldi worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Opera Review 2024 (Web Browsers): Is Opera worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Google Meet Review 2024 (Communication): Is Google Meet worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Firefox Review 2024 (Web Browsers): Is Firefox worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Sidekick Review 2024 (Web Browsers): Is Sidekick worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Kajabi Review 2024 (eCommerce): Is Kajabi worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Trailer for Analysis Paralysis, a new podcast around business process consulting, CRM, automation, and efficiency, by Alex Bass.

Webstudio Review 2024 (Website Builder): Is Webstudio worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

You have a passion, a hobby, something that you are good at ー how do you convince people that it is worth buying?

In today’s episode of Analysis Paralysis, I'm talking with Nathan Lee, not related to the prior episode guest, Jon Lee. Nathan is an up and coming podcaster that loves automation and is working on a new podcast series built around Zapier and automation. We discuss why Zapier is such a great tool for those looking to get into automation for their business. If you are unfamiliar with Zapier or looking to get more involved with automation, this is a great episode for you!

Discussing sales and difficulties I was recently going through with clients and overall, how to sell value over an "hourly rate" type model.

Today I'm here with Dan Fellars from Openside and we're talking about all things Airtable. Airtable is user-friendly database software, think of Google Sheets and Excel, but with a bit more structured in that it can actually be used at a mass scale for business processes. In this episode, we talk about how you can leverage automation and the ever-evolving cloud software tools available to build custom solutions, all without the traditional development overhead.

I was invited to an entrepreneurship class by an old professor of mine at Canisius College to talk to the students about my entrepreneurial journey and answer questions about business and starting your career after college. Should you start a business based on passion? How do you get started at all? Should you even start a business right out of college?

New Copper Email Sequencing Feature Release v2.4 - Rich Text & Scheduled Email + Open + Click Activity Logging + Last Sent + Internal Emails

View all the software that we recommend and integrate with organized by category. Accounting + CRM + Project Management + Help Desk + Database + eSignature + Event Management + VoIP + More...

Stable Review 2024 (Utilities & Tooling): Is Stable worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

On this episode, I talk with Sai about what the future of CRM looks like, what his experience has been like being a Salesforce developer, and if he would ever consider moving from the giant that is Salesforce over to something like Copper CRM (Formerly ProsperWorks).

Toby Review 2024 (Web Browsers): Is Toby worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

SigmaOS Review 2024 (Web Browsers): Is SigmaOS worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

On this episode of Analysis Paralysis, I am talking to David Zisner. He was an electrical engineer that worked at Intel for 15 years doing assembly line automations. He is now consulting and doing automation for small to medium size businesses.

Skiff Review 2024 (Email): Is Skiff worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

What software is Efficient using in 2024? Learn what software you should use for 1-5 size teams.

Today I'm here with Chirag Gupta who runs a coworking space calls NoD Coworking. He developed the space to be an area that people could come together to network and pool their resources, stemming from a passion for helping others. Having always liked the idea of starting an accelerator/incubator, I had some questions around the business model and how difficult it is to get a space started and self-sustaining.

Box Review 2024 (Storage): Is Box worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Google Drive Review 2024 (Storage): Is Google Drive worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Postmark Review 2024 (Email Marketing): Is Postmark worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

I had a discussion with Alex Bass about Automation. We talked about Zapier, Asana, automation, delegation, data leak... Alex is a Copper expert, Zapier certified pro, Asana certified pro. He knows a lot and that was a great discussion!

Brand. A term that means so many different things to so many different people. Most simply think that a company's brand is their logo and color scheme. For Coby Pachmayr, it is so much more. With a background in systems engineering and automation, Coby started Idea Spring, a branding and marketing agency with the unique focus on solving business problems through ongoing customer experience improvements.

There are podcasts for just about every topic you can think of, but very few, if any, around the emerging area of business automation. Our guest, Kelsey Bratcher, saw this void as an opportunity and started the Get Automated podcast. On this episode, I speak with Kelsey about many different things surrounding software, automation, and efficiency. We discuss how we got started in automation; the differences between ProsperWorks CRM and InfusionSoft; the best tools available for automating your business; and how you, as a small business owner, can start automating your business right now. Make sure you have a notepad around because there are a lot of actionable tips in this episode!

You can now automate the creation of Asana tasks upon Copper opportunity stage change without ever leaving Copper.

Novo Review 2024 (Banking): Is Novo worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Expensify Review 2024 (Expense Management): Is Expensify worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Slack Review 2024 (Communication): Is Slack worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Gusto Review 2024 (Payroll & HR): Is Gusto worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Luma Review 2024 (Event Management): Is Luma worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Vimcal Review 2024 (Calendar): Is Vimcal worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Streak Review 2024 (CRM): Is Streak worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Wanting to run or work for a startup is a common goal nowadays. New companies are launched all the time, led by founders who hope to move quickly and grow fast. But as we all know, not all are successful. Why is this? Why do some succeed and others fail? Brittany Perez, who leads the account management team at Copper, is familiar with these questions. She left a comfortable position at a well-known company (Intuit) to work at Copper, and since joining the team, they’ve grown from 28 employees to hundreds, and have raised just under $100M in venture backing.

Wrike Review 2024 (Project Management): Is Wrike worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.