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

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).

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

Slite is a shared team knowledge-base platform for teams of all sizes—document, communicate, make decisions, and work asynchronously. Collaborative task manager and note taking tool for personal and small team use.

Get through your inbox 2x as fast (for teams of all sizes). Team inbox and chat tool that empowers teams to collaborate around email, SMS & social media messaging apps.

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

The future of the internet masked as a browser, built for productive teams. Boost your team collaboration and productivity with a central hub for all your teams links and documents.

The browser by Google. Boost your team collaboration and productivity with a central hub for all your teams links and documents.

For teams of all sizes, drowning in Slack notifications? Use Dispatch to get 2x more done in Slack. For teams of all sizes looking for a central communication hub for their team.

An all-in-one project management tool and suite of products for teams. Collaborative task manager and note taking tool for personal and small team use.

Team inbox and chat tool that empowers teams to collaborate around email, SMS & social media messaging apps. Secure business email, that makes it easier to stay on top of the work that matters (for teams of all sizes).

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.

Slite is a shared team knowledge-base platform for teams of all sizes—document, communicate, make decisions, and work asynchronously. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

The project manager for large teams looking for an all-in-one task and documentation tool. Collaborative task manager and note taking tool for personal and small team use.

Working and Angel Investing with your Spouse (A-Team Mini-Series) Podcast posted on Aug 28, 2023 -

For medium + large teams looking for a task-based project management tool, where goals and reporting are important. Collaborative task manager and note taking tool for personal and small team use.

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

Fireflies helps your team transcribe, summarize, search, and analyze voice conversations. For teams of all sizes looking for a modern AI-powered work phone (call + SMS) that can be integrated with other tools.

Use AI to plan your work, automatically. Be 137% more productive. Use the AI assistant for busy people and work teams. Collaborative task manager and note taking tool for personal and small team use.

Team inbox and chat tool that empowers teams to collaborate around email, SMS & social media messaging apps. Email sucked for years. Gmail, Outlook, and Apple took their eye off the ball. Then along came HEY.

Collaborative task manager and note taking tool for personal and small team use. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

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.

Your work is scattered across dozens of tabs & cloud apps. Workona puts it all in one place, so projects are finally organized. Boost your team collaboration and productivity with a central hub for all your teams links and documents.

Slite is a shared team knowledge-base platform for teams of all sizes—document, communicate, make decisions, and work asynchronously. Coda is a flexible document tool that struts the line of no-code (you can use it for building micro apps).

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.

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).

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

Airtable + Slack Integration—Notify your team in Slack of any important changes in Airtable & Help your team stay on top of when they are needed in Airtable

Copper + Outfunnel Integration—Send automated emails straight from Copper & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

HubSpot + Outfunnel Integration—Send automated emails straight from HubSpot & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

Pipedrive + Outfunnel Integration—Send automated emails straight from Pipedrive & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

Salesforce + Outfunnel Integration—Send automated emails straight from Salesforce & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

Airtable + Outfunnel Integration—Send automated emails straight from Airtable & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

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

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

Use AI to plan your work, automatically. Be 137% more productive. Use the AI assistant for busy people and work teams. Jira is a suite of agile work management solutions developed by Atlassian. It is designed to facilitate collaboration across teams, from concept to customer, and is used by software, IT, business, and operations teams among others.

A better way to build products for product and engineering teams of all sizes. Jira is a suite of agile work management solutions developed by Atlassian. It is designed to facilitate collaboration across teams, from concept to customer, and is used by software, IT, business, and operations teams among others.

Use AI to plan your work, automatically. Be 137% more productive. Use the AI assistant for busy people and work teams. A better way to build products for product and engineering teams of all sizes.

For medium + large teams looking for a task-based project management tool, where goals and reporting are important. Jira is a suite of agile work management solutions developed by Atlassian. It is designed to facilitate collaboration across teams, from concept to customer, and is used by software, IT, business, and operations teams among others.

The project manager for large teams looking for an all-in-one task and documentation tool. Jira is a suite of agile work management solutions developed by Atlassian. It is designed to facilitate collaboration across teams, from concept to customer, and is used by software, IT, business, and operations teams among others.

Trello brings all your tasks, teammates, and tools together. Jira is a suite of agile work management solutions developed by Atlassian. It is designed to facilitate collaboration across teams, from concept to customer, and is used by software, IT, business, and operations teams among others.

Use AI to plan your work, automatically. Be 137% more productive. Use the AI assistant for busy people and work teams. A project management tool built to streamline all workflows.

An all-in-one project management tool and suite of products for teams. Jira is a suite of agile work management solutions developed by Atlassian. It is designed to facilitate collaboration across teams, from concept to customer, and is used by software, IT, business, and operations teams among others.

Use AI to plan your work, automatically. Be 137% more productive. Use the AI assistant for busy people and work teams. An all-in-one project management tool and suite of products for teams.

Use AI to plan your work, automatically. Be 137% more productive. Use the AI assistant for busy people and work teams. The project manager for large teams looking for an all-in-one task and documentation tool.

A better way to build products for product and engineering teams of all sizes. A project management tool built to streamline all workflows.

Use AI to plan your work, automatically. Be 137% more productive. Use the AI assistant for busy people and work teams. Conversion-focused meeting scheduler for enterprise sales teams.

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

Use AI to plan your work, automatically. Be 137% more productive. Use the AI assistant for busy people and work teams. Lightening fast (keyboard shortcut-focused) calendar for individuals.

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.

Modern payroll for teams of all sizes. Accounting software for small and medium teams typically based in the US

Use AI to plan your work, automatically. Be 137% more productive. Use the AI assistant for busy people and work teams. A simple calendar scheduling tool with a solid API for teams of all sizes.

Use AI to plan your work, automatically. Be 137% more productive. Use the AI assistant for busy people and work teams. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

Top 13 Project Management Software & Tools in 2024 - Best Project Management software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Project Management software alternative is best for your team in 2023?

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

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

Use AI to plan your work, automatically. Be 137% more productive. Use the AI assistant for busy people and work teams. Trello brings all your tasks, teammates, and tools together.