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

Smart Charge America Testimonial for Efficient App (Alex Bass) During Zapier Annual Keynote Speech Video posted on Feb 17, 2023 -

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

Copper + Airtable Integration—An extension of your CRM using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

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.

"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!

HubSpot + Slack Integration—Notify your team in Slack of any important changes in HubSpot & Help your team take action more quickly when connecting with leads and customers

Salesforce + Slack Integration—Notify your team in Slack of any important changes in Salesforce & Help your team take action more quickly when connecting with leads and customers

Copper + Slack Integration—Notify your team in Slack of any important changes in Copper & Help your team take action more quickly when connecting with leads and customers

Pipedrive + Slack Integration—Notify your team in Slack of any important changes in Pipedrive & Help your team take action more quickly when connecting with leads and customers

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).

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

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

BILL Spend & Expense (Formerly Divvy) The spend management platform for teams of all sizes (customizable virtual cards, budgeting, auto-reconciling, and expense reimbursement). The modern business bank built for teams of all sizes. What if you could actually enjoy your bank? With Mercury, you will.

BILL Spend & Expense (Formerly Divvy) The spend management platform for teams of all sizes (customizable virtual cards, budgeting, auto-reconciling, and expense reimbursement). A spend management (virtual credit card) platform for venture-backed startups and large teams. They also have a barebones checking account product called Brex Cash.

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

BILL Spend & Expense (Formerly Divvy) The spend management platform for teams of all sizes (customizable virtual cards, budgeting, auto-reconciling, and expense reimbursement). The spend management platform for small and mid-size teams (customizable virtual cards, budgeting, auto-reconciling, and expense reimbursement).

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

Copper + Communicate Integration—Automatically send transactional emails in each stage of your pipeline & Send personalized emails automatically without an unsubscribe link

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

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

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

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

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.

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.

Book a time with a professional Copper CRM process consultant.

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

For teams of all sizes looking to get engagement metrics around their customers through lead scoring and automating email at the right time. Sales enablement platform for mid to large size teams.

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

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.

Should you have multiple pipelines for different business divisions or regions? Keep reading for a candid look into why the answer is definitely not.

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

BILL Spend & Expense (Formerly Divvy) The spend management platform for teams of all sizes (customizable virtual cards, budgeting, auto-reconciling, and expense reimbursement). Accounting software for small and medium teams typically based in the US

The 2 Best Missive Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

Salesforce + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Salesforce & Ensure potential and future customers get the perfect email at the time it's intended

Copper + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Copper & Ensure potential and future customers get the perfect email at the time it's intended

HubSpot + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Hubspot & Ensure potential and future customers get the perfect email at the time it's intended

Pipedrive + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Pipedrive & Ensure potential and future customers get the perfect email at the time it's intended

Get through your inbox 2x as fast (for teams of all sizes). Smart. Focused. Email. Fast, cross-platform email designed to filter out the noise - so you can focus on what's important.

The 6 Best Superhuman Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

BILL Spend & Expense (Formerly Divvy) The spend management platform for teams of all sizes (customizable virtual cards, budgeting, auto-reconciling, and expense reimbursement). Rippling lets you easily manage your employees’ payroll, benefits, expenses, devices, apps & more—in one place.

Top 5 VoIP Software & Tools in 2024 - Best VoIP software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which VoIP software alternative is best for your team in 2023?

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

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

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

For teams of all sizes looking for a modern AI-powered work phone (call + SMS) that can be integrated with other tools. A Voice Over IP business phone solution for large teams.

Team inbox and chat tool that empowers teams to collaborate around email, SMS & social media messaging apps. Smart. Focused. Email. Fast, cross-platform email designed to filter out the noise - so you can focus on what's important.

For teams of all sizes looking for a modern AI-powered work phone (call + SMS) that can be integrated with other tools. A Voice Over IP business phone solution for small and medium teams.

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

Smart. Focused. Email. Fast, cross-platform email designed to filter out the noise - so you can focus on what's important. Email sucked for years. Gmail, Outlook, and Apple took their eye off the ball. Then along came HEY.

Pipedrive + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

HubSpot + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

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

Copper + PandaDoc Integration—Automatically populate & send proposals from Copper & Save time, reduce friction, and deliver secure proposals from Copper effortlessly

Copper + Motion Integration—Automatically trigger the creation of Motion tasks straight from Copper & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

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.

HubSpot + PandaDoc Integration—Automatically populate & send proposals from HubSpot & Save time, reduce friction, and deliver secure proposals from HubSpot effortlessly

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