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On this episode, I take you through my history of pivots from the web development world, to online marketing, IT support, and now business process consulting & automation.

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

Dialpad Calls & Texts In Copper + Pipedrive + Hubspot Video posted on Jan 07, 2023 -

Annoying Sh*t Help Desks Do 👀 Video posted on Jul 03, 2023 -

Arc Browser vs Chrome vs Safari 💻 Video posted on Aug 15, 2023 -

Is Mercury an Expense Management Software Like Divvy? Video posted on Jul 31, 2023 -

Dialpad Calls & Texts In Copper + Pipedrive + Hubspot (Short) Video posted on Jan 10, 2023 -

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

Everything We Automate In Our Business Pt. 1 (Outfunnel + Copper + Webflow) Video posted on Oct 26, 2022 -

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

One single source of truth for your grant/investment applications, communication, and contracts. Grants program a mess? Google sheets out of date? Reporting on grant milestones impossible?

One single source of truth for your grant/investment applications, communication, and contracts. Grants program a mess? Google sheets out of date? Reporting on grant milestones impossible?

Top 9 Email Clients in 2024 - Best Email software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Email software alternative is best for your team in 2023?

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

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

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

Failed Job Offer, Moving in 3 Days Later, Work Together...or Date? & San Francisco vs Austin Podcast posted on Sep 05, 2023 -

How to Pick a Task Manager in Under 1 Minute (Asana, Motion, Monday, ClickUp, or Notion?) 🤔 Video posted on Aug 03, 2023 -

NEAR Foundation has given away $45M+ in funding to 800+ projects through a grant deployment program that we automated.

What software is Whalesync using in 2024? Learn what software you should use for 1-5 size teams.

What software is Efficient using in 2024? Learn what software you should use for 1-5 size teams.

The future of the internet masked as a browser, built for productive teams. Chromium is an open-source web browser project that serves as the foundation for many popular browsers like Arc, Google Chrome, and Microsoft Edge.

What software is Transistor using in 2024? Learn what software you should use for 1-5 size teams.

What software is Fathom Analytics using in 2024? Learn what software you should use for 1-5 size teams.

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.

The browser by Google. A privacy-focused (and crypto/blockchain-focused) browser built atop Chromium.

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

The battery optimized browser built by Apple. A privacy-focused (and crypto/blockchain-focused) browser built atop Chromium.

Gmail + Superhuman Integration—A super fast, keyboard shortcut-friendly user-interface atop Gmail & Get through your emails in 1/2 the time with 2x the enjoyment

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.

Microsoft 365 + Superhuman Integration—A super fast, keyboard shortcut-friendly user-interface atop Outlook & Get through your emails in 1/2 the time with 2x the enjoyment

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.

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. For large enterprise teams who need a highly scaleable help desk. Less user-friendly than the rest.

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

Top 1 Event Management Software & Tools in 2024 - Best Event Management software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Event Management software alternative is best for your team in 2023?

Top 1 Password Manager Software & Tools in 2024 - Best Password Manager software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Password Manager software alternative is best for your team in 2023?

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.

The CRM for small + medium teams (200 or less) that use Google Workspace. For solopreneurs + very small teams (3 or less) looking for a CRM that feels more like a spreadsheet.

Airtable + Webflow Integration—Automatically add leads to Airtable, store all customer data in one place & Reduce manual data entry, improve reporting, save time

Salesforce + Webflow Integration—Automatically add leads to Salesforce, triggering custom email sequences based on the form submitted & Reduce manual data entry, improve reporting and customer experience

HubSpot + Webflow Integration—Automatically add leads to HubSpot, triggering custom email sequences based on the form submitted & Reduce manual data entry, improve reporting and customer experience

Pipedrive + Webflow Integration—Automatically add leads to Pipedrive, triggering custom email sequences based on the form submitted & Reduce manual data entry, improve reporting and customer experience

Of all the time tracking tools we've looked at that are team focused, we'd place Harvest at #1 (as it's the most user-friendly and well-rounded), Toggl at #2 (but still a non-starter if any semblance of invoicing capabilities are needed), and #3 is Timely

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

Copper + Webflow Integration—Automatically add leads to Copper, triggering custom email sequences based on the form submitted & Reduce manual data entry, improve reporting and customer experience

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

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.

You're looking for a recommendation on what CRM your company should use and are overwhelmed. Here's a simple guide.

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?

Front Review 2024 (Help Desk & Chat): Is Front 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. Collaborative task manager and note taking tool for personal and small team use.

In today’s episode of Analysis Paralysis, I’ll be talking with Jon Lee, the Founder and CEO of Copper. Since it first launched back in 2013, Copper has been one of the fastest-growing customer relationship management systems on the market with over $87m in venture backing. They’re also now the #1 recommended CRM for G Suite.

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.

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...

The CRM for enterprise teams (1,000+) with highly complex processes. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

The future of the internet masked as a browser, built for productive teams. A privacy-focused (and crypto/blockchain-focused) browser built atop Chromium.

The CRM for small + medium teams (200 or less) that are using Microsoft 365. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

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