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Simply put, a CRM (Customer Relationship Management) system is a technology for tracking and managing all your company’s relationships with customers and potential customers.

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

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

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

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

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

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

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

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

Whether you're looking to connect a lengthy application form or a simple website inquiry form to Copper, here are 3 tips that can help you save some time.

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.

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

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

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

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?

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

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

Everything We Automate In Our Business Pt. 3 (Divvy + QuickBooks Online Integration) Video posted on Nov 08, 2022 -

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

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

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

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

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

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

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

What software is Copper using in 2024? Learn what software you should use for 100-250 size teams.

The CRM for small + medium teams (200 or less) that use Google Workspace. The CRM for small + medium teams (200 or less) that are using Microsoft 365.

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

Top 10 CRM Software & Tools in 2024 - Best CRM software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which CRM software alternative is best for your team in 2023?

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

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

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

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?

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

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

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

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

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

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

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

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?

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

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

Automatically sync your data across no-code tools like Airtable and Webflow (2-way sync), for teams of all sizes. A no-code automation platform for small + mid-size teams. You can use Zapier to pass data from one app to another.

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

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 + 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

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

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

Your meeting insights automated—the meeting recorder to understand & champion your users’ needs. For teams of all sizes looking for a modern AI-powered work phone (call + SMS) that can be integrated with other tools.

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

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

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

Motion + Zapier Integration—Automate the creation of tasks in Motion 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 Motion

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

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