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

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

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).

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.

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

Slite is a shared team knowledge-base platform for teams of all sizes—document, communicate, make decisions, and work asynchronously. Collaborative task manager and note taking tool for personal and small team use.

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!

Smart Charge America Testimonial for Efficient App (Alex Bass) During Zapier Annual Keynote Speech Video posted on Feb 17, 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.

This episode is all about understanding what actually goes on when an agency is on and OFFBOARDING your user (which was their referral), and the issues that can arise from that process being broken.

Dub Review 2024 (URL Shortener): Is Dub 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 -

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

Record quick videos to update your team and cut down meetings by 29%. The best screenshot and screen recorder for MacOS.

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

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

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

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

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!

Slite is a shared team knowledge-base platform for teams of all sizes—document, communicate, make decisions, and work asynchronously. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

Slite is a shared team knowledge-base platform for teams of all sizes—document, communicate, make decisions, and work asynchronously. Coda is a flexible document tool that struts the line of no-code (you can use it for building micro apps).

Collaborative task manager and note taking tool for personal and small team use. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

Trailer for Analysis Paralysis, a new podcast around business process consulting, CRM, automation, and efficiency, by Alex Bass.

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

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

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

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

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

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

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.

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

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

Book a time with a professional Copper CRM process consultant.

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

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

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

Rize Review 2024 (Time Tracking): Is Rize 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.

An all-in-one project management tool and suite of products for teams. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

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

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

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

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

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

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

The CRM for enterprise teams (1,000+) with highly complex processes. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

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

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.

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

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

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.

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

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 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 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 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?

Wanting to run or work for a startup is a common goal nowadays. New companies are launched all the time, led by founders who hope to move quickly and grow fast. But as we all know, not all are successful. Why is this? Why do some succeed and others fail? Brittany Perez, who leads the account management team at Copper, is familiar with these questions. She left a comfortable position at a well-known company (Intuit) to work at Copper, and since joining the team, they’ve grown from 28 employees to hundreds, and have raised just under $100M in venture backing.