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

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.

There are two core types of email outreach that businesses use - Transactional Email: one-to-one (e.g. Efficient Email Automation/Gmail) and Bulk Email: one-to-many (e.g. MailChimp/ConvertKit/Outfunnel)

CRM Automated Email Sequencing (Communicate) Video posted on Aug 15, 2020 -

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

If you relate emails and activities automatically, you can't have automatic tracking of communication along with automatic filtering out of communication. Maybe eventually this type of thing will be possible with AI improvements.

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

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

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

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

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

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

Learn the difference between Native and Custom Copper integrations, then keep reading to see our top 5 Copper Integrations for 2024.

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

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

Asana is a project management tool, we've used it in our business for about 7 years now. It's served us well for a long period of time, but one thing we would never try to do, and advise against is trying to use it as a CRM. A project management tool should be left for exactly that - managing projects, not sales outreach or anything to do with relationships.

Copper + Luma Integration—Attendees registration details sent straight to Copper & Save time, stay organized, and have your sales team automatically follow-up post event

We're seeing a rise in companies using Notion as their CRM. While Notion can do a lot of things, using it as a company CRM is not ideal. Here's why.

Copper + Dialpad Integration—Keep all your calls and texts stored in one place & Save time, have full context of all your teams communication in your CRM

Copper + Outfunnel Integration—Send automated emails straight from Copper & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

“For the first time, I could see how much time in human capital this would save our staff by automating some of our systems.”

Copper + Motion Integration—Automatically trigger the creation of Motion tasks straight from Copper & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

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

Copper + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create an invoice again

Top 9 Email Clients in 2024 - Best Email software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Email software alternative is best for your team in 2023?

Is Superhuman Worth It? 5 Signs You Should Leave Gmail/Outlook in 2024 👋 Video posted on Feb 09, 2024 -

Copper + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

HubSpot + Luma Integration—Attendees registration details sent straight to HubSpot & Save time, stay organized, and have your sales team automatically follow-up post event

Salesforce + Luma Integration—Attendees registration details sent straight to Salesforce & Save time, stay organized, and have your sales team automatically follow-up post event

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

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

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.

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

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

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

Pipedrive + Luma Integration—Attendees registration details sent straight to Pipedrive & Save time, stay organized, and have your sales team automatically follow-up post event

HubSpot + Dialpad Integration—Keep all your calls and texts stored in one place & Save time, have full context of all your teams communication in your CRM

The 2 Best Spark Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

Pipedrive + Dialpad Integration—Keep all your calls and texts stored in one place & Save time, have full context of all your team’s external communication

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

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.

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

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

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

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

The 6 Best Superhuman Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

We love Airtable, but when talking to companies that are thinking of using it as their core CRM, we advise against it. Here's a candid answer to the FAQ, should I use Airtable as my CRM?

HubSpot + Outfunnel Integration—Send automated emails straight from HubSpot & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

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

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

Copper + Airtable Integration—An extension of your CRM using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

Dialpad Calls & Texts In Copper + Pipedrive + Hubspot Video posted on Jan 07, 2023 -

The 3 Best Skiff Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 3 Best Hey Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 3 Best Gmail Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

Salesforce + Outfunnel Integration—Send automated emails straight from Salesforce & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

Pipedrive + Outfunnel Integration—Send automated emails straight from Pipedrive & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

Salesforce + Dialpad Integration—Keep all your calls and texts stored in one place & Save time, have full context of all your teams communication in your CRM

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

You're looking for a recommendation on what CRM your company should use and are overwhelmed. Here's a simple guide.