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Working and Angel Investing with your Spouse (A-Team Mini-Series) Podcast posted on Aug 28, 2023 -

Why we ♥️ email apps like Superhuman over Gmail Video posted on Nov 05, 2023 -

Optimizing Life - Interview with Andra Vomir Podcast posted on Mar 29, 2023 -

Track Email Opens, Clicks, & Website Visits Straight Into Your CRM with Outfunnel Video posted on May 26, 2021 -

2 Reasons Why You Shouldn’t Use Airtable or Notion As Your CRM Video posted on Jan 13, 2023 -

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

Using Motion & AI To Schedule Your Day Video posted on Feb 05, 2023 -

When *That* Jerk Takes Your Username 🤬 Video posted on May 19, 2023 -

In today’s episode of Analysis Paralysis, I'm talking with Nathan Lee, not related to the prior episode guest, Jon Lee. Nathan is an up and coming podcaster that loves automation and is working on a new podcast series built around Zapier and automation. We discuss why Zapier is such a great tool for those looking to get into automation for their business. If you are unfamiliar with Zapier or looking to get more involved with automation, this is a great episode for you!

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.

Choosing Between Hubspot vs Copper For Your CRM? Watch This First! Video posted on Mar 08, 2023 -

Gelt Review 2024 (Accounting): Is Gelt 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. Boost your team collaboration and productivity with a central hub for all your teams links and documents.

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.

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.

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.

5 Productivity Tools You Won't Want To Live Without Video posted on Oct 18, 2022 -

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

4 Signs It’s Time To Start Using Automation In Your Business ASAP 🤖 Video posted on Mar 24, 2023 -

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.

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?

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.

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.

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.

In this episode of BuiltOnAir and on his own show as well, Alex discusses what it’s like to be a business owner in this rapidly evolving, semi-enigmatic niche of workflow design. Alex has pivoted a lot throughout his journey in the tech world, and he does a great job of explaining his steps and thought process along the way.

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

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

Proof that tax season doesn’t have to be dreadful (featuring Gelt Taxes) Video posted on Nov 15, 2023 -

The Secret to Scaling a Construction Business with Automation and Software 🤫 🚀 Video posted on Dec 05, 2022 -

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?

Airtable Workflow Design Discussion with Alex Bass (BuiltOnAir) Podcast posted on Mar 11, 2019 -

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

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).

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

Workona Discount Code - Get 25% Off 3 Months!—no strings attached, just sign up through us and lock in any future Workona courses for free.

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

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

High quality videos as easy as taking a screenshot (designed for macOS). Record quick videos to update your team and cut down meetings by 29%.

Salesforce vs Copper Video posted on Oct 06, 2022 -

Top 2 Video Editing & Recording Software & Tools in 2024 - Best Video Editing & Recording software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Video Editing & Recording software alternative is best for your team in 2023?

High quality videos as easy as taking a screenshot (designed for macOS). The best screenshot and screen recorder for MacOS.

CRM Automated Email Sequencing (Communicate) Video posted on Aug 15, 2020 -

Top 18 Productivity Software & Tools in 2024 - Best Productivity software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Productivity software alternative is best for your team in 2023?

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

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

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

You can now automate the creation of Asana tasks upon Copper opportunity stage change without ever leaving Copper.

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

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

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.

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

Struggling to set up your Opportunity Pipeline in Copper? Unsure of what to name the stages of your pipeline? In this article I'll answer both of these questions & more 👌🏻

You have a passion, a hobby, something that you are good at ー how do you convince people that it is worth buying?

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.

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

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

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

Every recommendation Efficient App made, we have implemented. The admin and superintendents are thrilled with Copper.

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