0:00 - Intro
0:15 - Why trust us?
0:45 - What is a CRM?
1:36 - Don't Use Airtable & Notion as a CRM
4:20 - folk for soloprenuers + small teams
6:58 - Copper & Pipedrive CRM
8:40 - Save 20+ Hours per week
10:30 - Workflow Automation & Reporting
11:00 - Limited Time Offer (Free $1,200 Course)
11:12 - Avoid HubSpot and Salesforce
11:26 - CRM Bonus Tip!
12:54 - Best CRM Software Final Verdict
13:25 - Next: Best project management software
0:00 - Intro
0:15 - Why trust us?
0:45 - What is a CRM?
1:36 - Don't Use Airtable & Notion as a CRM
4:20 - folk for soloprenuers + small teams
6:58 - Copper & Pipedrive CRM
8:40 - Save 20+ Hours per week
10:30 - Workflow Automation & Reporting
11:00 - Limited Time Offer (Free $1,200 Course)
11:12 - Avoid HubSpot and Salesforce
11:26 - CRM Bonus Tip!
12:54 - Best CRM Software Final Verdict
13:25 - Next: Best project management software
The CRM space is probably the largest software category in the world, just ahead of project management. That said, there's 2 types of CRM categories:
Okay, let me explain. Most software will eventually get to a point where they need to determine if they should tack on the "CRM" category to their product offering. And because a CRM at the end of the day is really just a database, most software will justify "adding it" to their toolset.
The CRM for small + medium teams (200 or less) that use Google Workspace.
If your team is using Google Workspace and you haven't yet considered Copper—take a minute right now to do just that.
Copper spends an absurd amount per-month in server costs alone, just to give you the deepest Google Workspace integration of any CRM out there.
As compared to all of the CRMs on the market, Copper has one of the most user-friendly experiences (which helps with team adoption), as well as a fully baked Chrome extension that allows you to use Copper (view tasks, past activity, and easily add new contacts to the CRM), without ever needing to even leave Gmail or Google Calendar.
There's a lot that it doesn't do out-of-the-gate, like automated email campaigns, but pair it with Outfunnel (which is what you're getting when upgrading to the business tier of Copper—a white-labeled version of Outfunnel) and you'll get most of what you'll need on that front.
If you're more technical, you can even use Zapier or Make to build custom integrations where Copper might otherwise fall short.
We've excessively used the API of all the major CRM's on the market and I'm here to tell you that their API is fantastic. Copper's API is one of the most powerful and user-friendly to build on, especially as compared to that of HubSpot which has some incredibly odd API design decisions.
While this might not sound like a big deal, if you ever plan on integrating your CRM (or hiring a company like ours to do it), I'm here to tell you that building the same integration in HubSpot takes 2–3x as long and is more of a pain to maintain. All factors that affect the integration cost at the end of the day, so API design matters and affects you even if you don't think it does. 🤖 Learn more about our top Copper Integrations here.
If you're using Google Workspace at your company and you want a modern CRM for your team, look no further than Copper. Not using Google Workspace? We recommend checking out Pipedrive or HubSpot instead. Just an individual and stumble upon Copper because you were considering either Airtable or Notion as your CRM? Use Folk instead.
There is currently no promo code for this app but we are close partners, so if you use the link above to visit the site and then let their team know that Efficient App sent you, you may just get a little something... extra 😉
There is currently no promo code for this app—we'll update it here if that changes in the future!
Once you pay for your first month of Copper (after the 14 day free trial) using our referral link, we'll send over the full Copper Crash Course course at no cost.
The CRM for small + medium teams (200 or less) that are using Microsoft 365.
Pipedrive is more of a "sales-focused" CRM for small + medium teams (meaning 100 seats or less), and it's pretty good at just that.
It's a huge upgrade from trying to use a spreadsheet like Google Sheets as a CRM or a database like Airtable as a CRM, any yet flexible enough to even build out for some additional internal processes beyond just sales.
Their API is flexible and robust (we enjoy integrating it for teams), and they've been around for a while, so they aren't going anywhere anytime soon. Solid recommendation if your team's tech stack revolves around Microsoft.
While Pipedrive allows you to sync in emails retroactively into the system, it only does it for the past 6 months, whereas competitors like Copper will actually go an entire year back, across everyone on your team, when a new contact is added to the CRM.
If you're using Microsoft 365 though, Pipedrive would be your best bet, as Copper doesn't work with non-Google Workspace/Gmail accounts.
If you're deeply considering Pipedrive as your CRM and your team is using Google Workspace—go check out Copper instead.
If you're heavily a sales-focused company and are using Microsoft Outlook for email, Pipedrive will actually give you one of the best experiences when it comes to a CRM.
While we might in some cases recommend HubSpot if you're a Microsoft shop, we would do so hesitantly as HubSpot gets to 5–figures per year very quickly. And that's a lot of Pipedrive seats!
We might recommend reading the Best CRM Comparison post we made which goes deeper into the positives and negatives of Pipedrive as compared to others.
There is currently no promo code for this app but we are close partners, so if you use the link above to visit the site and then let their team know that Efficient App sent you, you may just get a little something... extra 😉
There is currently no promo code for this app—we'll update it here if that changes in the future!
Free 30 day trial + we are partners, so if you use the link above to visit the site and then let their team know that Efficient App sent you, you may just get a little something... extra 😉
Curious how this app compares to others?