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

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Answering your Questions About Angel Investing (FAQ) Podcast posted on Oct 31, 2023 -

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?

Most Insane Arc Browser Overview! Video posted on Mar 29, 2023 -

We love Airtable, but when talking to companies that are thinking of using it as their core CRM, we advise against it. Here's a candid answer to the FAQ, should I use Airtable as my CRM?

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

New Copper Email Sequencing Feature Release v2.4 - Rich Text & Scheduled Email + Open + Click Activity Logging + Last Sent + Internal Emails

Why we ♥️ email apps like Superhuman over Gmail Video posted on Nov 05, 2023 -

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

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

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

Pipedrive + Luma Integration—Attendees registration details sent straight to Pipedrive & 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

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

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)

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

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.

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

Where do we begin? Google Sheets is a spreadsheet tool, as an alternative to Excel, it works great! We've used it in our own business for any areas that we'd have otherwise used Excel. But for anything that an unstructured spreadsheet isn't good for, we pretty quickly moved everything over to Airtable (but more on that later).

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

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

While we personally prefer SMB software because it's typically more enjoyable to use (with a better UI/UX—a story for another day), this article will cover the two popular options for mid-market businesses (HubSpot and Salesforce). It's important to mention that in this case, I'm referring to mid-market as anywhere between 20-200 seats (actual people regularly logging into and using the CRM—e.g. there are many companies that may have a team of 500, but maybe only 50 of which need to regularly use the CRM).

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

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.

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

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.

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.

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

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.

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

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

Founder & Head of Product 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.

Automation Uptime 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.

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.

While there are some perks to using Google Calendar's Appointment Scheduler (it's free), there are limitations that leave us recommending to use a tool that was built solely for the job of calendar bookings. Here's how the Google Calendar Appointment Slot Scheduling tool compares to Calendly and Motion.

If you relate emails and activities automatically, you can't have automatic tracking of communication along with automatic filtering out of communication. Maybe eventually this type of thing will be possible with AI improvements.

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

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

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.

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

Let's just say, I've tried every single help desk on the market (and continue to evaluate new solutions), and yet I keep finding myself coming back to Help Scout, and here's why...

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

In this article you'll get the answers to our most frequently asked questions. Skip to the end of an article to apply for a Complimentary 30-Minute Efficiency Audit for your company.

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

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 7 Utilities & Tooling Software & Tools in 2024 - Best Utilities & Tooling software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Utilities & Tooling 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?

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 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?

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

Top 2 Uptime Monitoring Software & Tools in 2024 - Best Uptime Monitoring software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Uptime Monitoring software alternative is best for your team in 2023?