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Simply put, a CRM (Customer Relationship Management) system is a technology for tracking and managing all your company’s relationships with customers and potential customers.

I’ve been helping businesses with their processes & automation for over a decade. I’ve spent thousands of hours building and integrating software, in-fact, I've even consulted with many of the companies you see listed on our site, helping them build out parts of their API to better suit their customer's needs (their customers are our customers).

Brian was spending hours working on custom proposals, sending them to customers, and sometimes forgetting to follow-up.

"Efficient App has built one of the most streamlined CRM processes that I've ever seen!" (Saba Karim - Techstars) | Thinking about leveraging Efficient App to make Copper CRM work for you? See what our clients have to say!

New customer of Efficient App? Speak with our onboarding team directly!

HubSpot + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Hubspot & Ensure potential and future customers get the perfect email at the time it's intended

Copper + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Copper & Ensure potential and future customers get the perfect email at the time it's intended

Pipedrive + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Pipedrive & Ensure potential and future customers get the perfect email at the time it's intended

Stripe + Harvest Integration—Collect ACH and Credit Card payments seamlessly without leaving Harvest & Customers can conveniently pay invoices via credit card and ACH all from one place

HubSpot + Slack Integration—Notify your team in Slack of any important changes in HubSpot & Help your team take action more quickly when connecting with leads and customers

Salesforce + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Salesforce & Ensure potential and future customers get the perfect email at the time it's intended

Salesforce + Slack Integration—Notify your team in Slack of any important changes in Salesforce & Help your team take action more quickly when connecting with leads and customers

Copper + Slack Integration—Notify your team in Slack of any important changes in Copper & Help your team take action more quickly when connecting with leads and customers

Pipedrive + Slack Integration—Notify your team in Slack of any important changes in Pipedrive & Help your team take action more quickly when connecting with leads and customers

Book a time with a professional Copper CRM process consultant.

For teams of all sizes looking to get engagement metrics around their customers through lead scoring and automating email at the right time. Sales enablement platform for mid to large size teams.

For small + mid-size teams looking for a truly customer-focused help desk, shared inbox, and live site chat. The all-in-one help desk chat tool for teams of all sizes. Great if you want to offer support from all channels to your customers and don't mind not having as much control.

Use our tool to send timely communication within Copper CRM. For those who deeply know their processes and want to take their customer service to the next level.

What software is Financial Advisor using in 2024? Learn what software you should use for 6-20 size teams.

Copper + Zendesk Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

For teams of all sizes looking to get engagement metrics around their customers through lead scoring and automating email at the right time. A no-code automation platform for small + mid-size teams. You can use Zapier to pass data from one app to another.

Copper + Communicate Integration—Automatically send transactional emails in each stage of your pipeline & Send personalized emails automatically without an unsubscribe link

Top 5 B2B Software Tools We Can't Live Without Video posted on Oct 21, 2022 -

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

Salesforce + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

Pipedrive + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

HubSpot + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

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

The all-in-one help desk chat tool for teams of all sizes. Great if you want to offer support from all channels to your customers and don't mind not having as much control. For large enterprise teams who need a highly scaleable help desk. Less user-friendly than the rest.

For teams of all sizes looking to get engagement metrics around their customers through lead scoring and automating email at the right time. A no-code automation platform for mid + large size teams. You can use Make to pass through and manipulate data from one app to another. (Formerly Integromat)

Copper + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

The live chat and help desk for growing SaaS teams. Recommended only if you have a full-time support person. The all-in-one help desk chat tool for teams of all sizes. Great if you want to offer support from all channels to your customers and don't mind not having as much control.

Ready to take Copper CRM to the next level? Built and managed-for-you Copper CRM automations & integrations. Get Premier Partner from Efficient App

Top 3 Affiliate & Referral Software & Tools in 2024 - Best Affiliate & Referral software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Affiliate & Referral software alternative is best for your team in 2023?

Let's just say, I've tried every single help desk on the market (and continue to evaluate new solutions), and yet I keep finding myself coming back to Help Scout, and here's why...

Copper + Superhuman Integration—Have emails sent from Superhuman automatically tracked and logged within Copper & Never worry about losing email communications again

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

Annoying Sh*t Help Desks Do 👀 Video posted on Jul 03, 2023 -

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

In this article you'll get the answers to our most frequently asked questions. Skip to the end of an article to apply for a Complimentary 30-Minute Efficiency Audit for your company.

Remove the guessing game when it comes to setting up your CRM. Spend just a few hours-per-week to set up Copper right.

Done-for-you Copper CRM setup and implementation for your team. Ready to take Copper CRM to the next level? For those who would like to save time and fast-track their CRM implementation.

What is a CRM? Video posted on Jan 11, 2023 -

Pipedrive + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

HubSpot + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Salesforce + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Airtable + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

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

Airtable + Webflow Integration—Automatically add leads to Airtable, store all customer data in one place & Reduce manual data entry, improve reporting, save time

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

Copper + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

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.

Salesforce + Webflow Integration—Automatically add leads to Salesforce, triggering custom email sequences based on the form submitted & Reduce manual data entry, improve reporting and customer experience

HubSpot + Webflow Integration—Automatically add leads to HubSpot, triggering custom email sequences based on the form submitted & Reduce manual data entry, improve reporting and customer experience

Pipedrive + Webflow Integration—Automatically add leads to Pipedrive, triggering custom email sequences based on the form submitted & Reduce manual data entry, improve reporting and customer experience

HubSpot + Surfe Integration—Easily add LinkedIn Contacts and conversations to Hubspot CRM without ever leaving LinkedIn & Track leads and conversations in Hubspot CRM without ever leaving LinkedIn

Copper + Surfe Integration—Easily add LinkedIn Contacts and conversations to Copper without ever leaving LinkedIn & Track leads and conversations in Copper without ever leaving LinkedIn

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

For small + mid-size teams looking for a truly customer-focused help desk, shared inbox, and live site chat. For large enterprise teams who need a highly scaleable help desk. Less user-friendly than the rest.