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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.

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

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

Learn the difference between Native and Custom Copper integrations, then keep reading to see our top 5 Copper Integrations for 2024.

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

Everything you need to know about the main differences between HubSpot and Copper CRM.

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

Webflow + Whalesync Integration—Automatically sync your Webflow CMS collections with Airtable and Notion & Add new blog posts or collection items to your website without even opening up Webflow

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.

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.

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

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

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.

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.

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

Everything We Automate In Our Business Pt. 2 (Asana + Help Scout + Harvest Integration) Video posted on Nov 04, 2022 -

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?

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

Everything We Automate In Our Business Pt. 3 (Divvy + QuickBooks Online Integration) Video posted on Nov 08, 2022 -

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

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?

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

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

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

Dashlane + Google Workspace Integration—Log In to Dashlane with Google SSO & Forget needing to remember additional passwords, simply login to Dashlane with Google

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

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.

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

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

Dialpad Meetings + Fireflies Integration—Record meetings and automatically add AI meeting notes to your CRM & Never manually add your meeting notes to your CRM again

Linear + Dispatch Integration—Seamlessly link Slack threads to Linear and supply status updates in shared channels when Linear Issues are resolved & Easily create Linear Issues and interact with your engineering team without ever leaving Slack

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

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

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

Top 6 Integration & Data Sync Software & Tools in 2024 - Best Integration & Data Sync software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Integration & Data Sync software alternative is best for your team in 2023?

QuickBooks Online + Mercury Bank Integration—Automatically sync all of your expenses from Mercury into QuickBooks Online & Never worry again about classifying expenses and getting them into your accounting software from Mercury

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

Top 3 Accounting Software & Tools in 2024 - Best Accounting software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Accounting software alternative is best for your team in 2023?

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

Google Meet + Fireflies Integration—Record meetings and automatically generate AI meeting notes & Never manually create meeting notes again

Chromium + Arc Browser Integration—The same foundation as Google Chrome, Brave, and Edge & Ability to use all the same extensions, bookmarks, and passwords as Chrome, Brave, and Edge

Chromium + Brave Integration—The same foundation as Google Chrome, Arc, and Edge & Ability to use all the same extensions, bookmarks, and passwords as Google Chrome, Arc, and Edge

A video conferencing service for teams of all sizes that enables you to join virtual meetings via audio, video, chat, and screen sharing with up to 100 people with no time limits. For teams of all sizes looking for a modern AI-powered work phone (call + SMS) that can be integrated with other tools.

Automatically sync your data across no-code tools like Airtable and Webflow (2-way sync), for teams of all sizes. A no-code automation platform for small + mid-size teams. You can use Zapier to pass data from one app to another.

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

Chromium + Google Chrome Integration—The foundation of Google Chrome, same as Arc, Brave, and Edge & Ability to use all the same extensions, bookmarks, and passwords as Arc, Brave, and Edge

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

QuickBooks Online + Harvest Integration—Automatically sync clients, invoices, and payments into QuickBooks Online & Automatically reconcile your accounting while using a modern time tracking and invoicing tool

Arc Browser + Raycast Integration—Quickly access your history, tabs, and spaces from anywhere on MacOS & Easily jump back into Arc when navigating within other apps on the computer

QuickBooks Online + Gusto Integration—It's as if QuickBooks Online had an actually modern Payroll and HR component & All of your payroll payments and fees automatically synced to QuickBooks Online

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.

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

QuickBooks Online + BILL Spend & Expense (Divvy) Integration—Automatically sync all of your expenses from Divvy into QuickBooks Online & Never worry again about classifying expenses and getting them into your accounting software from Divvy

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

Top 6 Time Tracking Software & Tools in 2024 - Best Time Tracking software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Time Tracking software alternative is best for your team in 2023?

Top 3 Billing & Invoicing Software & Tools in 2024 - Best Billing & Invoicing software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Billing & Invoicing software alternative is best for your team in 2023?

Outlook + Motion Integration—View your tasks from Motion right in your Microsoft Calendar & Automatically time block the tasks you need to get done right onto your Microsoft Calendar

Gmail + Mailman Integration—Mailman monitors all incoming mail, delivering new mail on the schedule you want it & Only allow the people you want in your inbox and take your inbox to zero