General Business

You already spend much of your day in your inbox, so why not have full access to your CRM while you are already there? Create leads, people, and opportunities, notes, and tasks, all without ever leaving your inbox or manually entering details.

Document Management

Do you utilize software to create, send, and track sales documents? We can make it so existing customer data is pushed directly into your proposal software so you don't have to type in any information. (And if you don’t use any, we can help.)

Email Marketing

The system will automatically push leads and potential/newly won customers into email drip campaigns based on where they are throughout the sales process. It will also remove them when they're not interested so you don't waste time following up.

Accounting

Customers are automatically created in your accounting software when they become a customer in Copper (ProsperWorks). When they reach a certain point (to be determined by you), an invoice with all their info is automatically generated and sent to them.

Communication

We're all inundated with updates, many of which are needless. Steamline all your communications in a way that's conducive to your company (e.g., centralized in one location; dispersed across multiple locations; with or without visibility limitations).

Project Management

Copper (ProsperWorks) allows for you to keep projects on-track. Use the system to generate projects and track them (along with the project files) from origination to completion. Having everything in one location enhances visibility and ensures timely completion.

Help Desk / Shared Inbox

House all inbound sales inquiries and support requests in a shared dashboard, and work as a cohesive team to assign, reply, and resolve the tickets. The data then syncs back to your CRM and internal communication systems so you can continue tracking.

43North Success Story

Software implemented and integrated:

• G Suite - Email/Calendar/Storage
• Copper (ProsperWorks) - Customer Relationship Management (CRM)
• Help Scout - External Documentation/Live Chat/Shared Inbox
• Reply - Sales Email Automation
• Airtable - Employee Database Management
• Coda - Shared Process Documentation
• Slack - Communication
• MyGlue - Password Management/Internal SOP Documentation

Crash of Rhinos Painting Success Story

Software implemented and integrated:

• G Suite - Email/Calendar/Storage
• Copper (ProsperWorks) - Customer Relationship Management (CRM)
• PandaDoc - Proposals & Contracts
• Help Scout - Help Desk/Shared Inbox
• Reply - Email Marketing
• Airtable - Database Reporting/Employee Database Management
• Coda - Shared Process Documentation
• Hangouts Chat - Communication
• MyGlue - Password Management