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Alex and his team were tasked with building a fairly custom and extensive solution that integrated seamlessly with our application process.

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

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 Google sheets out of date?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 Google sheets out of date?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?

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.

"Efficient App has built one of the most streamlined CRM processes that I've ever seen!" (Saba Karim - Techstars) | Thinking about leveraging Efficient App to make Copper CRM work for you? See what our clients have to say!

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.

Brand. A term that means so many different things to so many different people. Most simply think that a company's brand is their logo and color scheme. For Coby Pachmayr, it is so much more. With a background in systems engineering and automation, Coby started Idea Spring, a branding and marketing agency with the unique focus on solving business problems through ongoing customer experience improvements.

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).

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

Salesforce + Help Scout 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

For small + mid-size teams looking for a truly customer-focused help desk, shared inbox, and live site chat. 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.

Pipedrive + Help Scout 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

HubSpot + Help Scout 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

Copper + Help Scout 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

Book a time with a professional Copper CRM process consultant.

A complete breakdown of Arc Browser, and the decade-long journey that finally led me to it.

Brian was spending hours working on custom proposals, sending them to customers, and sometimes forgetting to follow-up.

Use our tool to send timely communication within Copper CRM. For those who deeply know their processes and want to take their customer service to the next level.

Marketing automation for the whole customer lifecycle. Sales enablement platform for mid to large size teams.

Better email for SaaS, delightful email creation, sending, and tracking. Marketing automation for the whole customer lifecycle.

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

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

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

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

Stripe + Harvest Integration—Collect ACH and Credit Card payments seamlessly without leaving Harvest & Customers can conveniently pay invoices via credit card and ACH all from one place

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

Salesforce + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Airtable + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Pipedrive + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

HubSpot + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Copper + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

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

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

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

For teams of all sizes looking to get engagement metrics around their customers through lead scoring and automating email at the right time. Sales enablement platform for mid to large size teams.

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

Ready to take Copper CRM to the next level? Built and managed-for-you Copper CRM automations & integrations. Get Premier Partner from Efficient App

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

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

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

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

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.

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

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

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

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

For teams of all sizes looking to get engagement metrics around their customers through lead scoring and automating email at the right time. A no-code automation platform for small + mid-size teams. You can use Zapier to pass data from one app to another.

Top 5 B2B Software Tools We Can't Live Without Video posted on Oct 21, 2022 -

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

Remove the guessing game when it comes to setting up your CRM. Spend just a few hours-per-week to set up Copper right.

Done-for-you Copper CRM setup and implementation for your team. Ready to take Copper CRM to the next level? For those who would like to save time and fast-track their CRM implementation.

For small + mid-size teams looking for a truly customer-focused help desk, shared inbox, and live site chat. For large enterprise teams who need a highly scaleable help desk. Less user-friendly than the rest.

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

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