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The CRM for small + medium teams (200 or less) that use Google Workspace. The CRM for heavy call & sms—focused small and mid-size sales teams

The CRM for small + medium teams (200 or less) that use Google Workspace. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

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.

The CRM for small + medium teams (200 or less) that use Google Workspace. The CRM for small + medium teams (200 or less) that are using Microsoft 365.

The CRM for small + medium teams (200 or less) that use Google Workspace. folk is a simple yet powerful spreadsheet-like CRM for individuals.

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

The CRM for small + medium teams (200 or less) that use Google Workspace. The CRM for enterprise teams (1,000+) with highly complex processes.

The CRM for small + medium teams (200 or less) that use Google Workspace. For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

The CRM for small + medium teams (200 or less) that use Google Workspace. The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce.

The CRM for heavy call & sms—focused small and mid-size sales teams For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

The CRM for heavy call & sms—focused small and mid-size sales teams An all-in-one project management tool and suite of products for teams.

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. The CRM for heavy call & sms—focused small and mid-size sales teams

For teams of all sizes looking for a modern AI-powered work phone (call + SMS) that can be integrated with other tools. The CRM for heavy call & sms—focused small and mid-size sales teams

The CRM for heavy call & sms—focused small and mid-size sales teams folk is a simple yet powerful spreadsheet-like CRM for individuals.

The CRM for small + medium teams (200 or less) that are using Microsoft 365. The CRM for heavy call & sms—focused small and mid-size sales teams

The CRM for enterprise teams (1,000+) with highly complex processes. The CRM for heavy call & sms—focused small and mid-size sales teams

A Voice Over IP business phone solution for small and medium teams. The CRM for heavy call & sms—focused small and mid-size sales teams

Salesforce vs Copper Video posted on Oct 06, 2022 -

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)

The CRM for heavy call & sms—focused small and mid-size sales teams Sales enablement platform for mid to large size teams.

The Best CRM Software (Copper vs Pipedrive vs Hubspot vs Salesforce vs Airtable) Video posted on Nov 17, 2022 -

Best Small Business CRM in 2024? Notion vs Airtable vs Copper vs Pipedrive vs Folk Video posted on Jan 10, 2024 -

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.

Copper + Zendesk Integration—Store every support ticket a customer sends under their CRM record & Provide better customer service, keep a solid record of each customer interaction in your CRM

What software is Copper using in 2024? Learn what software you should use for 100-250 size teams.

Copper + Communicate Integration—Automatically send transactional emails in each stage of your pipeline & Send personalized emails automatically without an unsubscribe link

Copper + Harvest Integration—All your clients in Copper in Harvest without lifting a finger & Keep your project budgeting under control, start tracking time the second a lead turns into a customer

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

Copper + Luma Integration—Attendees registration details sent straight to Copper & Save time, stay organized, and have your sales team automatically follow-up post event

Copper + Airtable Integration—An extension of your CRM using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

Copper + Ironclad Integration—Automatically send secure contracts at the time they are needed & Save time, reduce friction, and deliver secure contracts from Copper effortlessly

Copper + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

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

The digital daily planner that helps you feel calm and stay focused. A daily planner tool to help you centralize your schedule.

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

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

Copper + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Copper & Ensure potential and future customers get the perfect email at the time it's intended

Copper + Asana Integration—Automatically trigger an Asana project template or task straight from Copper & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

Copper + Superhuman Integration—Have emails sent from Superhuman automatically tracked and logged within Copper & Never worry about losing email communications again

A beautiful and simple calendar for individuals. The all-in-one work platform Routine is the next-generation platform for professionals and teams to get things done faster!

Copper + Dialpad Integration—Keep all your calls and texts stored in one place & Save time, have full context of all your teams communication in your CRM

Calendly + Copper Integration—Sync booked appointments and question data automatically to Copper & Automatically have all scheduling context and form submission information right within Copper

Copper + PandaDoc Integration—Automatically populate & send proposals from Copper & Save time, reduce friction, and deliver secure proposals from Copper effortlessly

Copper + Motion Integration—Automatically trigger the creation of Motion tasks straight from Copper & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

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

Copper + Surfe Integration—Easily add LinkedIn Contacts and conversations to Copper without ever leaving LinkedIn & Track leads and conversations in Copper without ever leaving LinkedIn

Pipedrive Review 2024 (CRM): Is Pipedrive 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. A daily planner tool to help you centralize your schedule.

The all-in-one work platform Routine is the next-generation platform for professionals and teams to get things done faster! Google Calendar brings all of your calendars together in one place, so you can manage work, personal life, and everything in between.

The all-in-one work platform Routine is the next-generation platform for professionals and teams to get things done faster! Amie is a calendar app that helps you manage tasks and easily add emails as tasks to your calendar.

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.

A daily planner tool to help you centralize your schedule. Amie is a calendar app that helps you manage tasks and easily add emails as tasks to your calendar.

The digital daily planner that helps you feel calm and stay focused. The all-in-one work platform Routine is the next-generation platform for professionals and teams to get things done faster!

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

Smart. Focused. Email. Fast, cross-platform email designed to filter out the noise - so you can focus on what's important. Formerly email client, Skiff is joining Notion and shutting down.

On this episode of Analysis Paralysis, I was invited to The Marketing Automation Discussion podcast for a CRM mastermind with host Alex Glenn, and CRM experts Scott Gellatly and Mark Colgan. We talk about all things pricing, strategy, automation, and how to set up your CRM for success.

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.

The digital daily planner that helps you feel calm and stay focused. Amie is a calendar app that helps you manage tasks and easily add emails as tasks to your calendar.

For medium + large teams looking for a task-based project management tool, where goals and reporting are important. A project management tool built to streamline all workflows.

The project manager for large teams looking for an all-in-one task and documentation tool. The all-in-one work platform Routine is the next-generation platform for professionals and teams to get things done faster!