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NEAR Foundation has given away $45M+ in funding to 800+ projects through a grant deployment program that we automated.

Alex and his team were tasked with building a fairly custom and extensive solution that integrated seamlessly with our application process.

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

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

Smart Charge America was having trouble scaling their growing business beyond 4 states—with our help they were able to scale to 22+

Every recommendation Efficient App made, we have implemented. The admin and superintendents are thrilled with Copper.

"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!

The Secret to Scaling a Construction Business with Automation and Software 🤫 🚀 Video posted on Dec 05, 2022 -

Top 6 Expense Management Software & Tools in 2024 - Best Expense Management software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Expense Management software alternative is best for your team in 2023?

Salesforce vs Copper Video posted on Oct 06, 2022 -

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

Top 2 Video Editing & Recording Software & Tools in 2024 - Best Video Editing & Recording software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Video Editing & Recording software alternative is best for your team in 2023?

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

We've personally used BILL Spend & Expense (Formerly Divvy), Ramp, Brex and Expensify and I'm excited to share my thoughts on all options to help you make the decision on which may be best for your team. Lets go!

Happy with efficient app? Leave us a review!

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

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

High quality videos as easy as taking a screenshot (designed for macOS). Record quick videos to update your team and cut down meetings by 29%.

Most Insane Arc Browser Overview! Video posted on Mar 29, 2023 -

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

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

How To Use CRM Opportunity Pipelines Video posted on Nov 19, 2020 - Struggling to set up your Opportunity Pipeline in Copper? Unsure of what to name the stages of your pipeline? In this video I'll answer both of these questions & more 👌🏻 A lot of business owners say to us "I'm not sure what my process is" but the reality is if you're running a business you already have processes in place. If you're doing things ad-hoc, your processes may not be super obvious at first, but if we dig a little deeper you'll be able to see that they're there. I've outlined some powerful prompts in the article below to help you distill down your business processes. Grab pen and paper, follow the guiding questions below, and within 30 minutes, you'll have your pipeline mapped out within Copper 🔥

High quality videos as easy as taking a screenshot (designed for macOS). The best screenshot and screen recorder for MacOS.

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

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

Asana + Sunsama Integration—Turn your Asana tasks into a daily planner by adding them to your calendar with Sunsama & Evolve Asana into a better daily planner and get more done

Chromium + Surfe Integration—Integrates deeply with all chromium-based browsers like Arc, Chrome, Brave, and Edge & An upgraded LinkedIn experience with your CRM at the front-and-center from any chromium-based browser

Google Calendar + Sunsama Integration—Schedule tasks directly onto your Google Calendar & Upgrade your Google Calendar with tasks from other project managers with Sunsama

Chromium + Arc Browser Integration—The same foundation as Google Chrome, Brave, and Edge & Ability to use all the same extensions, bookmarks, and passwords as Chrome, Brave, and Edge

Chromium + Brave Integration—The same foundation as Google Chrome, Arc, and Edge & Ability to use all the same extensions, bookmarks, and passwords as Google Chrome, Arc, and Edge

QuickBooks Online + Gusto Integration—It's as if QuickBooks Online had an actually modern Payroll and HR component & All of your payroll payments and fees automatically synced to QuickBooks Online

BILL Spend & Expense (Formerly Divvy) The spend management platform for teams of all sizes (customizable virtual cards, budgeting, auto-reconciling, and expense reimbursement). The spend management platform for mid-size teams (customizable virtual cards, budgeting, auto-reconciling, and expense reimbursement).

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

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

Calendly + HubSpot Integration—Sync booked appointments and question data automatically to HubSpot & Automatically have all scheduling context and form submission information right within HubSpot

Chromium + Google Chrome Integration—The foundation of Google Chrome, same as Arc, Brave, and Edge & Ability to use all the same extensions, bookmarks, and passwords as Arc, Brave, and Edge

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

Track Email Opens, Clicks, & Website Visits Straight Into Your CRM with Outfunnel Video posted on May 26, 2021 -

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

Sneaking Into Superhuman Product Feedback Calls Video posted on Apr 12, 2023 -

Top 6 All-In-One Software & Tools in 2024 - Best All-In-One software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which All-In-One software alternative is best for your team in 2023?

QuickBooks Online + Harvest Integration—Automatically sync clients, invoices, and payments into QuickBooks Online & Automatically reconcile your accounting while using a modern time tracking and invoicing tool

Linear + Dispatch Integration—Seamlessly link Slack threads to Linear and supply status updates in shared channels when Linear Issues are resolved & Easily create Linear Issues and interact with your engineering team without ever leaving Slack

Webflow + Whalesync Integration—Automatically sync your Webflow CMS collections with Airtable and Notion & Add new blog posts or collection items to your website without even opening up Webflow

Microsoft 365 + Motion Integration—View your tasks from Motion right in your Microsoft Calendar & Automatically time block the tasks you need to get done right onto your Microsoft Calendar

QuickBooks Online + Mercury Bank Integration—Automatically sync all of your expenses from Mercury into QuickBooks Online & Never worry again about classifying expenses and getting them into your accounting software from Mercury

Calendly + Copper Integration—Sync booked appointments and question data automatically to Copper & Automatically have all scheduling context and form submission information right within Copper

Dialpad Meetings + Fireflies Integration—Record meetings and automatically add AI meeting notes to your CRM & Never manually add your meeting notes to your CRM again

Gmail + Mailman Integration—Mailman monitors all incoming mail, delivering new mail on the schedule you want it & Only allow the people you want in your inbox and take your inbox to zero

QuickBooks Online + Ramp Integration—Automatically sync all of your expenses from Ramp into QuickBooks Online & Never worry again about classifying expenses and getting them into your accounting software from Ramp

Dashlane + Google Workspace Integration—Log In to Dashlane with Google SSO & Forget needing to remember additional passwords, simply login to Dashlane with Google

Outlook + Motion Integration—View your tasks from Motion right in your Microsoft Calendar & Automatically time block the tasks you need to get done right onto your Microsoft Calendar

QuickBooks Online + BILL Spend & Expense (Divvy) Integration—Automatically sync all of your expenses from Divvy into QuickBooks Online & Never worry again about classifying expenses and getting them into your accounting software from Divvy

Calendly + Pipedrive Integration—Sync booked appointments and question data automatically to Pipedrive & Automatically have all scheduling context and form submission information right within Pipedrive

Google Meet + Fireflies Integration—Record meetings and automatically generate AI meeting notes & Never manually create meeting notes again

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

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

Google Meet + TL;DV Integration—Automatically record Google Meet calls, and highlight just the important timestamps & Take important call notes without ever leaving Google Meet, and have them automatically send to everyone on the call

Calendly + Salesforce Integration—Sync booked appointments and question data automatically to Salesforce & Automatically have all scheduling context and form submission information right within Salesforce

Arc Browser + Raycast Integration—Quickly access your history, tabs, and spaces from anywhere on MacOS & Easily jump back into Arc when navigating within other apps on the computer