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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 -

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.

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.

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?

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).

How To Use CRM Opportunity Pipelines Video posted on Nov 19, 2020 - Struggling to set up your Opportunity Pipeline in Copper? Unsure of what to name the stages of your pipeline? In this video I'll answer both of these questions & more 👌🏻 A lot of business owners say to us "I'm not sure what my process is" but the reality is if you're running a business you already have processes in place. If you're doing things ad-hoc, your processes may not be super obvious at first, but if we dig a little deeper you'll be able to see that they're there. I've outlined some powerful prompts in the article below to help you distill down your business processes. Grab pen and paper, follow the guiding questions below, and within 30 minutes, you'll have your pipeline mapped out within Copper 🔥

Outlook is an email client and calendar for companies and individuals built by Microsoft 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.

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.

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?

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.

Get through your inbox 2x as fast (for teams of all sizes). 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.

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

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

Secure business email, that makes it easier to stay on top of the work that matters (for teams of all sizes). 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.

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

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

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

Salesforce Review 2024 (CRM): Is Salesforce 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.

The 6 Best Superhuman Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

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.

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.

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

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

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

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

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?

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.

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.

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 are using Microsoft 365. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

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.

Team inbox and chat tool that empowers teams to collaborate around email, SMS & social media messaging apps. 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.

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

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.

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.

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

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

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?

Best Time Management Software 2024: Motion vs Reclaim vs Clockwise Video posted on Apr 15, 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.

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

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 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 marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

folk is a simple yet powerful spreadsheet-like CRM for individuals. 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 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. 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. folk is a simple yet powerful spreadsheet-like CRM for individuals.

On this episode, I talk with Sai about what the future of CRM looks like, what his experience has been like being a Salesforce developer, and if he would ever consider moving from the giant that is Salesforce over to something like Copper CRM (Formerly ProsperWorks).

Power anything from websites to internal tools with the open-source backend & modern admin UI that you truly own. Combining the utility of a Headless CMS with the power of a Backend-as-a-Service, Directus handles APIs, Auth, Admin, and more so you can focus on building amazing apps and websites.

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 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 enterprise teams (1,000+) with highly complex processes. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

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

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.

The CRM for small + medium teams (200 or less) that are using Microsoft 365. 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. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).