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My special guest in today’s episode of If Not Now Wen is Alex Bass. Alex is a founder and investor who is obsessed with product, automation, and integration. Over a decade ago, Alex Bass founded Efficient App with the goal of helping teams find and integrate their perfect software stack.

From paying this app $20/mo to giving them $35K (Angel Investing Story) Podcast posted on Sep 19, 2023 -

Answering your Questions About Angel Investing (FAQ) Podcast posted on Oct 31, 2023 -

Angel Investing, Rent vs Buy, & the Frugality Debate Podcast posted on Oct 03, 2023 -

We're married, work together, and invest in startups. Follow along as we build efficient.app in public and show you what it's actually like being partners in life and business. 🦾

Working and Angel Investing with your Spouse (A-Team Mini-Series) Podcast posted on Aug 28, 2023 -

Building Relationships with Transparency and Intention - Interview with Alex Bass Podcast posted on Mar 14, 2023 -

Why we ♥️ email apps like Superhuman over Gmail Video posted on Nov 05, 2023 -

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

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).

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

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

We tried investing in Arc Browser and this is What Josh Said… Podcast posted on Nov 15, 2023 -

Proof that tax season doesn’t have to be dreadful (featuring Gelt Taxes) Video posted on Nov 15, 2023 -

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

A complete breakdown of Arc Browser, and the decade-long journey that finally led me to it.

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

Optimizing Life - Interview with Andra Vomir Podcast posted on Mar 29, 2023 -

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

For teams of all sizes looking for a modern AI-powered work phone (call + SMS) that can be integrated with other tools. A Voice Over IP business phone solution for small and medium teams.

For teams of all sizes looking for a modern AI-powered work phone (call + SMS) that can be integrated with other tools. A Voice Over IP business phone solution for small and medium teams.

While we personally prefer SMB software because it's typically more enjoyable to use (with a better UI/UX—a story for another day), this article will cover the two popular options for mid-market businesses (HubSpot and Salesforce). It's important to mention that in this case, I'm referring to mid-market as anywhere between 20-200 seats (actual people regularly logging into and using the CRM—e.g. there are many companies that may have a team of 500, but maybe only 50 of which need to regularly use the CRM).

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

We get questions around automation a lot. Some companies want dive deep into automation too early, while with others — it's clear they should have added automation to their business a long time ago. Here are four signs it's time to automate and two signs that it's better to hold off.

For teams of all sizes looking for a modern AI-powered work phone (call + SMS) that can be integrated with other tools. A Voice Over IP business phone solution for large teams.

Top 1 URL Shortener Software & Tools in 2024 - Best URL Shortener software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which URL Shortener software alternative is best for your team in 2023?

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

Top 4 No-Code Builder Software & Tools in 2024 - Best No-Code Builder software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which No-Code Builder software alternative is best for your team in 2023?

In this episode of BuiltOnAir and on his own show as well, Alex discusses what it’s like to be a business owner in this rapidly evolving, semi-enigmatic niche of workflow design. Alex has pivoted a lot throughout his journey in the tech world, and he does a great job of explaining his steps and thought process along the way.

For teams of all sizes looking for a modern AI-powered work phone (call + SMS) that can be integrated with other tools. The CRM for heavy call & sms—focused small and mid-size sales teams

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?

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

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

Airtable Workflow Design Discussion with Alex Bass (BuiltOnAir) Podcast posted on Mar 11, 2019 -

Should you have multiple pipelines for different business divisions or regions? Keep reading for a candid look into why the answer is definitely not.

In today’s episode of Analysis Paralysis, I’ll be talking with Jon Lee, the Founder and CEO of Copper. Since it first launched back in 2013, Copper has been one of the fastest-growing customer relationship management systems on the market with over $87m in venture backing. They’re also now the #1 recommended CRM for G Suite.

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

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

Streak Review 2024 (CRM): Is Streak 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 + Luma Integration—Attendees registration details sent straight to HubSpot & Save time, stay organized, and have your sales team automatically follow-up post event

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

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

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

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

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

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)

Failed Job Offer, Moving in 3 Days Later, Work Together...or Date? & San Francisco vs Austin Podcast posted on Sep 05, 2023 -

Framer Review 2024 (Website Builder): Is Framer 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.

Everything you need to know about the main differences between HubSpot and Copper CRM.

A Voice Over IP business phone solution for small and medium teams. A Voice Over IP business phone solution for small and medium teams.

There are dozens of hours that can be saved by integrating software.

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

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

The modern business bank built for teams of all sizes. What if you could actually enjoy your bank? With Mercury, you will. A spend management (virtual credit card) platform for venture-backed startups and large teams. They also have a barebones checking account product called Brex Cash.

Why are companies switching away from Salesforce? Are there better CRMs on the market that better balance price and features? Keep reading for our take on why Salesforce isn't "the best" option for most businesses.

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.