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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...

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).

In this article you'll get the answers to our most frequently asked questions. Skip to the end of an article to apply for a Complimentary 30-Minute Efficiency Audit for your company.

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

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

Email sucked for years. Gmail, Outlook, and Apple took their eye off the ball. Then along came HEY. Clean up your inbox in minutes: bulk unsubscribe from newsletters, automate your emails with AI, block cold emails, and view your analytics. Fully open-source.

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.

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.

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.

Happy with efficient app? Leave us a review!

Outlook is an email client and calendar for companies and individuals built by Microsoft Email sucked for years. Gmail, Outlook, and Apple took their eye off the ball. Then along came HEY.

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.

Should you have multiple pipelines for different business divisions or regions? Keep reading for a candid look into why the answer is definitely not.

Secure business email, that makes it easier to stay on top of the work that matters (for teams of all sizes). Email sucked for years. Gmail, Outlook, and Apple took their eye off the ball. Then along came HEY.

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).

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

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

Get through your inbox 2x as fast (for teams of all sizes). Email sucked for years. Gmail, Outlook, and Apple took their eye off the ball. Then along came HEY.

Best Web Browser 2024? Arc vs Chrome vs Safari vs Brave Video posted on Oct 25, 2023 -

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

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

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

Hey Review 2024 (Email): Is Hey 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. The new home for your internet on MacOS—One window. Many workspaces. All your tabs.

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

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.

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?

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.

BILL Spend & Expense (Formerly Divvy) The spend management platform for teams of all sizes (customizable virtual cards, budgeting, auto-reconciling, and expense reimbursement). The modern business bank built for teams of all sizes. What if you could actually enjoy your bank? With Mercury, you will.

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.

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.

Is Superhuman Worth It? 5 Signs You Should Leave Gmail/Outlook in 2024 👋 Video posted on Feb 09, 2024 -

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.

Answering your Questions About Angel Investing (FAQ) Podcast posted on Oct 31, 2023 -

"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 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.

Email sucked for years. Gmail, Outlook, and Apple took their eye off the ball. Then along came HEY. Formerly email client, Skiff is joining Notion and shutting down.

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

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).

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.

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

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

The secret sauce to setting up your Leads, People, Companies and Opportunities in your Copper CRM.

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.

Angel Investing, Rent vs Buy, & the Frugality Debate Podcast posted on Oct 03, 2023 -

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.

The modern business bank built for teams of all sizes. What if you could actually enjoy your bank? With Mercury, you will. Rippling lets you easily manage your employees’ payroll, benefits, expenses, devices, apps & more—in one place.

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

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.

Smart. Focused. Email. Fast, cross-platform email designed to filter out the noise - so you can focus on what's important. Email sucked for years. Gmail, Outlook, and Apple took their eye off the ball. Then along came HEY.

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

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

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

Privacy-focused analytics for teams of all sizes—understand your website visitors without spying on them. Website analytics by Google for teams of all sizes

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

My special guest in today’s episode of If Not Now Wen is Alex Bass. Alex is a founder and investor who is obsessed with product, automation, and integration. Over a decade ago, Alex Bass founded Efficient App with the goal of helping teams find and integrate their perfect software stack.

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

Building Relationships with Transparency and Intention - Interview with Alex Bass Podcast posted on Mar 14, 2023 -