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

One single source of truth for your grant/investment applications, communication, and contracts. Grants program a mess? Google sheets out of date? Reporting on grant milestones impossible?

One single source of truth for your grant/investment applications, communication, and contracts. Grants program a mess? Google sheets out of date? Reporting on grant milestones impossible?

The CRM for small + medium teams (200 or less) that use Google Workspace. For solopreneurs + very small teams (3 or less) looking for a CRM that feels more like a spreadsheet.

"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!

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

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

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

“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. Focused. Email. Fast, cross-platform email designed to filter out the noise - so you can focus on what's important. Formerly email client, Skiff is joining Notion and shutting down.

Outlook is an email client and calendar for companies and individuals built by Microsoft Formerly email client, Skiff is joining Notion and shutting down.

What software is Financial Advisor using in 2024? Learn what software you should use for 6-20 size teams.

Amie is a calendar app that helps you manage tasks and easily add emails as tasks to your calendar. A beautiful and simple calendar for individuals.

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.

Discussing sales and difficulties I was recently going through with clients and overall, how to sell value over an "hourly rate" type model.

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

Team inbox and chat tool that empowers teams to collaborate around email, SMS & social media messaging apps. Clean up your inbox in minutes: bulk unsubscribe from newsletters, automate your emails with AI, block cold emails, and view your analytics. Fully open-source.

Top 9 Email Clients in 2024 - Best Email software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Email software alternative is best for your team in 2023?

Copper + Harvest Integration—All your clients in Copper in Harvest without lifting a finger & Keep your project budgeting under control, start tracking time the second a lead turns into a customer

The secret sauce to setting up your Leads, People, Companies and Opportunities in your Copper CRM.

Struggling to set up your Opportunity Pipeline in Copper? Unsure of what to name the stages of your pipeline? In this article I'll answer both of these questions & more 👌🏻

Get through your inbox 2x as fast (for teams of all sizes). Formerly email client, Skiff is joining Notion and shutting down.

Use AI to plan your work, automatically. Be 137% more productive. Use the AI assistant for busy people and work teams. Amie is a calendar app that helps you manage tasks and easily add emails as tasks to your calendar.

We're seeing a rise in companies using Notion as their CRM. While Notion can do a lot of things, using it as a company CRM is not ideal. Here's why.

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)

Get through your inbox 2x as fast (for teams of all sizes). Outlook is an email client and calendar for companies and individuals built by Microsoft

Team inbox and chat tool that empowers teams to collaborate around email, SMS & social media messaging apps. Formerly email client, Skiff is joining Notion and shutting down.

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.

Email sucked for years. Gmail, Outlook, and Apple took their eye off the ball. Then along came HEY. Formerly email client, Skiff is joining Notion and shutting down.

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.

Secure business email, that makes it easier to stay on top of the work that matters (for teams of all sizes). Formerly email client, Skiff is joining Notion and shutting down.

Team inbox and chat tool that empowers teams to collaborate around email, SMS & social media messaging apps. Outlook is an email client and calendar for companies and individuals built by Microsoft

Outlook is an email client and calendar for companies and individuals built by Microsoft Email sucked for years. Gmail, Outlook, and Apple took their eye off the ball. Then along came HEY.

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

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

Smart. Focused. Email. Fast, cross-platform email designed to filter out the noise - so you can focus on what's important. Outlook is an email client and calendar for companies and individuals built by Microsoft

Secure business email, that makes it easier to stay on top of the work that matters (for teams of all sizes). Outlook is an email client and calendar for companies and individuals built by Microsoft

Top 18 Productivity Software & Tools in 2024 - Best Productivity software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Productivity software alternative is best for your team in 2023?

The 2 Best Spark 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.

Today, we dig into the life and systems of Alex Bass, founder & head of product at Efficient App + CyberBytes. In this post, we'll learn how he leverages automations to make his life easy and more productive.

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

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

Co-Founder & Business Process Strategist at Efficient App - Check out all podcast episodes and posts written about Copper CRM surrounding automation and integration best practices.

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

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

Software API Change Detecting Bot at Efficient App - Check out all podcast episodes and posts written about Copper CRM surrounding automation and integration best practices.

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?

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

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?

Outlook is an email client and calendar for companies and individuals built by Microsoft Clean up your inbox in minutes: bulk unsubscribe from newsletters, automate your emails with AI, block cold emails, and view your analytics. Fully open-source.

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

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?

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 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?

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

View all software app discounts, deals, and offers we have available for your favorite software like Motion, Superhuman, Cleanshot X, and others—updated daily!

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