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

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

Track Email Opens, Clicks, & Website Visits Straight Into Your CRM with Outfunnel Video posted on May 26, 2021 -

Optimizing Life - Interview with Andra Vomir Podcast posted on Mar 29, 2023 -

2 Reasons Why You Shouldn’t Use Airtable or Notion As Your CRM Video posted on Jan 13, 2023 -

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

Using Motion & AI To Schedule Your Day Video posted on Feb 05, 2023 -

When *That* Jerk Takes Your Username 🤬 Video posted on May 19, 2023 -

In today’s episode of Analysis Paralysis, I'm talking with Nathan Lee, not related to the prior episode guest, Jon Lee. Nathan is an up and coming podcaster that loves automation and is working on a new podcast series built around Zapier and automation. We discuss why Zapier is such a great tool for those looking to get into automation for their business. If you are unfamiliar with Zapier or looking to get more involved with automation, this is a great episode for you!

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.

Choosing Between Hubspot vs Copper For Your CRM? Watch This First! Video posted on Mar 08, 2023 -

Your work is scattered across dozens of tabs & cloud apps. Workona puts it all in one place, so projects are finally organized. The new home for your internet on MacOS—One window. Many workspaces. All your tabs.

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.

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

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

Your work is scattered across dozens of tabs & cloud apps. Workona puts it all in one place, so projects are finally organized. Shift is the desktop app for streamlining and collaborating across accounts and workflows.

5 Productivity Tools You Won't Want To Live Without Video posted on Oct 18, 2022 -

4 Signs It’s Time To Start Using Automation In Your Business ASAP 🤖 Video posted on Mar 24, 2023 -

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

The future of the internet masked as a browser, built for productive teams. Your work is scattered across dozens of tabs & cloud apps. Workona puts it all in one place, so projects are finally organized.

The browser by Google. Your work is scattered across dozens of tabs & cloud apps. Workona puts it all in one place, so projects are finally organized.

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.

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?

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.

Business Partnership, Setting Boundaries, Splitting 50/50, What If We Broke Up? Podcast posted on Oct 17, 2023 -

The Secret to Scaling a Construction Business with Automation and Software 🤫 🚀 Video posted on Dec 05, 2022 -

Proof that tax season doesn’t have to be dreadful (featuring Gelt Taxes) Video posted on Nov 15, 2023 -

In this episode of BuiltOnAir and on his own show as well, Alex discusses what it’s like to be a business owner in this rapidly evolving, semi-enigmatic niche of workflow design. Alex has pivoted a lot throughout his journey in the tech world, and he does a great job of explaining his steps and thought process along the way.

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

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).

Airtable Workflow Design Discussion with Alex Bass (BuiltOnAir) Podcast posted on Mar 11, 2019 -

Top 10 CRM Software & Tools in 2024 - Best CRM software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which CRM software alternative is best for your team in 2023?

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

High quality videos as easy as taking a screenshot (designed for macOS). Record quick videos to update your team and cut down meetings by 29%.

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

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

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

Salesforce vs Copper Video posted on Oct 06, 2022 -

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.

CRM Automated Email Sequencing (Communicate) Video posted on Aug 15, 2020 -

Workona Discount Code - Get 25% Off 3 Months!—no strings attached, just sign up through us and lock in any future Workona courses for free.

High quality videos as easy as taking a screenshot (designed for macOS). The best screenshot and screen recorder for MacOS.

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

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

Top 18 Productivity Software & Tools in 2024 - Best Productivity software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Productivity software alternative is best for your team in 2023?

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?

You have a passion, a hobby, something that you are good at ー how do you convince people that it is worth buying?

Struggling to set up your Opportunity Pipeline in Copper? Unsure of what to name the stages of your pipeline? In this article I'll answer both of these questions & more 👌🏻

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

What is a CRM? Video posted on Jan 11, 2023 -

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

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

Why are companies switching away from Salesforce? Are there better CRMs on the market that better balance price and features? Keep reading for our take on why Salesforce isn't "the best" option for most businesses.

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

Google Calendar + Sunsama Integration—Schedule tasks directly onto your Google Calendar & Upgrade your Google Calendar with tasks from other project managers with Sunsama

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

Chromium + Surfe Integration—Integrates deeply with all chromium-based browsers like Arc, Chrome, Brave, and Edge & An upgraded LinkedIn experience with your CRM at the front-and-center from any chromium-based browser

Asana + Sunsama Integration—Turn your Asana tasks into a daily planner by adding them to your calendar with Sunsama & Evolve Asana into a better daily planner and get more done

Every recommendation Efficient App made, we have implemented. The admin and superintendents are thrilled with Copper.