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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.

The CRM for enterprise teams (1,000+) with highly complex processes. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

The CRM for small + medium teams (200 or less) that are using Microsoft 365. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

The CRM for small + medium teams (200 or less) that use Google Workspace. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

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

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

Salesforce + Asana Integration—Automatically trigger an Asana project template or task straight from Salesforce & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

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!

Discussion About Automation With Asana Certified Pro Alex Bass (Minimalist Work) Podcast posted on Dec 22, 2019 - Bastien Siebman had a discussion with Alex Bass about Automation. We talked about Zapier, Asana, automation, delegation, data leak... Alex is a Copper expert, Zapier Expert, Asana Partner. He knows a lot and that was a great discussion!

Copper + Asana Integration—Automatically trigger an Asana project template or task straight from Copper & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Pipedrive + Asana Integration—Automatically trigger an Asana project template or task straight from Pipedrive & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

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

HubSpot + Asana Integration—Automatically trigger an Asana project template or task straight from HubSpot & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Airtable + Asana Integration—Automatically trigger an Asana project template or task straight from Airtable & Delegate work to your team at the perfect time, reduce time spent adding tasks to Asana

What software is Asana using in 2024? Learn what software you should use for 1,000+ size teams.

Asana + Zapier Integration—Automate the creation of tasks in Asana from a myriad of software tools with Zapier & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

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.

How to Pick a Task Manager in Under 1 Minute (Asana, Motion, Monday, ClickUp, or Notion?) 🤔 Video posted on Aug 03, 2023 -

Everything We Automate In Our Business Pt. 2 (Asana + Help Scout + Harvest Integration) Video posted on Nov 04, 2022 -

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

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.

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

The 8 Best Asana Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

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?

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

Help Scout + Asana Integration—Automatically keep track of your support tickets in your project manager & Save time, easily turn your support tickets into larger projects and spend less time manually adding tasks to Asana

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

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

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!

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

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.

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

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

For medium + large teams looking for a task-based project management tool, where goals and reporting are important. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

For medium + large teams looking for a task-based project management tool, where goals and reporting are important. A project management tool built to streamline all workflows.

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

Top 4 Payroll & HR Software & Tools in 2024 - Best Payroll & HR software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Payroll & HR software alternative is best for your team in 2023?

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

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

Top 7 Email Marketing Software & Tools in 2024 - Best Email Marketing software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Email Marketing software alternative is best for your team in 2023?

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

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

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

Top 7 Utilities & Tooling Software & Tools in 2024 - Best Utilities & Tooling software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Utilities & Tooling software alternative is best for your team in 2023?

Top 8 Scheduler Software & Tools in 2024 - Best Scheduler software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Scheduler software alternative is best for your team in 2023?

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

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

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

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

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

The 8 Best Linear Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

Figma Review 2024 (Design): Is Figma 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?

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

Top 4 Database Software & Tools in 2024 - Best Database software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Database software alternative is best for your team in 2023?

The 8 Best Superlist Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

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