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“For the first time, I could see how much time in human capital this would save our staff by automating some of our systems.”

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

New customer of Efficient App? Speak with our onboarding team directly!

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

"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!

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.

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Remove the guessing game when it comes to setting up your CRM. Spend just a few hours-per-week to set up Copper right.

Done-for-you Copper CRM setup and implementation for your team. Ready to take Copper CRM to the next level? For those who would like to save time and fast-track their CRM implementation.

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.

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).

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

For Mid-Market + Enterprise teams looking to send secure financial contracts. For enterprises teams looking for more advanced document eSignature and contract software.

Salesforce + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

Copper + Zendesk Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

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.

Pipedrive + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

HubSpot + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

For small + mid-size teams looking for a truly customer-focused help desk, shared inbox, and live site chat. The all-in-one help desk chat tool for teams of all sizes. Great if you want to offer support from all channels to your customers and don't mind not having as much control.

Copper + Help Scout Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

For teams of all sizes who are looking to automate their quote, proposal, or contract process (with eSignature and payment support). For Mid-Market + Enterprise teams looking to send secure financial contracts.

The all-in-one help desk chat tool for teams of all sizes. Great if you want to offer support from all channels to your customers and don't mind not having as much control. For large enterprise teams who need a highly scaleable help desk. Less user-friendly than the rest.

Book a time with a professional Copper CRM process consultant.

The digital daily planner that helps you feel calm and stay focused. A daily planner tool to help you centralize your schedule.

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

The digital daily planner that helps you feel calm and stay focused. Amie is a calendar app that helps you manage tasks and easily add emails as tasks to your calendar.

A better way to build products for product and engineering teams of all sizes. The digital daily planner that helps you feel calm and stay focused.

The digital daily planner that helps you feel calm and stay focused. The all-in-one work platform Routine is the next-generation platform for professionals and teams to get things done faster!

A daily planner tool to help you centralize your schedule. Amie is a calendar app that helps you manage tasks and easily add emails as tasks to your calendar.

Use AI to plan your work, automatically. Be 137% more productive. Use the AI assistant for busy people and work teams. The all-in-one work platform Routine is the next-generation platform for professionals and teams to get things done faster!

The live chat and help desk for growing SaaS teams. Recommended only if you have a full-time support person. The all-in-one help desk chat tool for teams of all sizes. Great if you want to offer support from all channels to your customers and don't mind not having as much control.

The project manager for large teams looking for an all-in-one task and documentation tool. The digital daily planner that helps you feel calm and stay focused.

The digital daily planner that helps you feel calm and stay focused. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

Brian was spending hours working on custom proposals, sending them to customers, and sometimes forgetting to follow-up.

A better way to build products for product and engineering teams of all sizes. A daily planner tool to help you centralize your schedule.

The digital daily planner that helps you feel calm and stay focused. Collaborative task manager and note taking tool for personal and small team use.

Use AI to plan your work, automatically. Be 137% more productive. Use the AI assistant for busy people and work teams. A daily planner tool to help you centralize your schedule.

Trello brings all your tasks, teammates, and tools together. The digital daily planner that helps you feel calm and stay focused.

The project manager for large teams looking for an all-in-one task and documentation tool. A daily planner tool to help you centralize your schedule.

For medium + large teams looking for a task-based project management tool, where goals and reporting are important. The digital daily planner that helps you feel calm and stay focused.

The 14 Best Motion App Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

An all-in-one project management tool and suite of products for teams. The digital daily planner that helps you feel calm and stay focused.

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

A daily planner tool to help you centralize your schedule. Trello brings all your tasks, teammates, and tools together.

A daily planner tool to help you centralize your schedule. Collaborative task manager and note taking tool for personal and small team use.

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

The 7 Best Amie Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

Use AI to plan your work, automatically. Be 137% more productive. Use the AI assistant for busy people and work teams. The digital daily planner that helps you feel calm and stay focused.

For medium + large teams looking for a task-based project management tool, where goals and reporting are important. A daily planner tool to help you centralize your schedule.

An all-in-one project management tool and suite of products for teams. A daily planner tool to help you centralize your schedule.

Use our tool to send timely communication within Copper CRM. For those who deeply know their processes and want to take their customer service to the next level.

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

Best Daily Planner Apps in 2024? Motion vs Sunsama vs Akiflow vs Routine Video posted on Dec 14, 2023 -

Top 6 Daily Planner Apps in 2024 - Best Daily Planner software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Daily Planner software alternative is best for your team in 2023?

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

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

Marketing automation for the whole customer lifecycle. Sales enablement platform for mid to large size teams.

Better email for SaaS, delightful email creation, sending, and tracking. Marketing automation for the whole customer lifecycle.

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

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