Search Results

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

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

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

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

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

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

Copper + Dialpad Integration—Keep all your calls and texts stored in one place & Save time, have full context of all your teams communication in your CRM

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

Copper + PandaDoc Integration—Automatically populate & send proposals from Copper & Save time, reduce friction, and deliver secure proposals from Copper effortlessly

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

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

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

Copper + Ironclad Integration—Automatically send secure contracts at the time they are needed & Save time, reduce friction, and deliver secure contracts from Copper effortlessly

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

Copper + Airtable Integration—An extension of your CRM using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

Copper + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Copper + Outfunnel Integration—Send automated emails straight from Copper & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

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

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

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

Copper + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create an invoice again

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

The live chat and help desk for growing SaaS teams. Recommended only if you have a full-time support person. For large enterprise teams who need a highly scaleable help desk. Less user-friendly than the rest.

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.

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.

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

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

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...

The 8 Best Copper Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

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

What software is Zapier using in 2024? Learn what software you should use for 500-1,000 size teams.

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.

For small + mid-size teams looking for a truly customer-focused help desk, shared inbox, and live site chat. The live chat and help desk for growing SaaS teams. Recommended only if you have a full-time support person.

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).

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.

Book a time with a professional Copper CRM process consultant.

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.

The CRM for small + medium teams (200 or less) that use Google Workspace. 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. The CRM for enterprise teams (1,000+) with highly complex processes.

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 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 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 use Google Workspace. The CRM for small + medium teams (200 or less) that are using Microsoft 365.

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.

Annoying Sh*t Help Desks Do 👀 Video posted on Jul 03, 2023 -

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

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

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

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

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

Salesforce vs Copper Video posted on Oct 06, 2022 -

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?

All the software that we have integrated and automated. CRM + Project Management + Help Desk + Database + eSignature + More...

There are two core types of email outreach that businesses use - Transactional Email: one-to-one (e.g. Efficient Email Automation/Gmail) and Bulk Email: one-to-many (e.g. MailChimp/ConvertKit/Outfunnel)

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?

Dialpad Review 2024 (VoIP): Is Dialpad 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.