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Works with Copper CRM

Your Preferred Integration & Consulting Partners
for Copper CRM

We can cut the hours of wasted research and effort on setting up your CRM.

Alex Bass HeadshotCopper Logo FloatingAndra Vomir Headshot

We're Copper experts
so that you don't have to be

We can cut the hours of wasted research and effort on setting up your CRM.
We've worked with dozens of companies over the past 6+ years,
helping them scale using Copper.
I need help setting up CopperI'm ready to automate Copper
Testimonials

Don't just take our word for it!

Foundation & Premier Partner
“To think that this could be done with a piece of software was beyond my reality!”
“There has been tremendous pressure on me personally to try and manually manage all the business processes myself. When you showed what is possible with automation it was emotionally pretty overwhelming. To think that this could be done with a piece of software was beyond my reality.

For the first time, I could see how much time in human capital this would save our staff by automating some of our systems. I could see that it would also remove tremendous stress from trying to manage the whole process and also the possibility of reducing the human error aspect too. In our line of work getting it wrong, there is a massive amount at stake and the thought that some of this could be eliminated with technology was a massive reality shift.
‍
I am just so lucky that you have allowed us to work with you both and wanted to send an email of thanks.”
Read the full customer success story
Alex Jamieson
Founder & Leading Financial Planner
AJ Financial Planning (Financial Services)
AJ Financial Planning (Alex Jamieson) Headshot
Premier Partner
“Efficient App implemented automation solutions better than we expected!”
“Efficient App has saved us hours of time and frustration by building automations that have allowed key information to flow between our different systems. We were initially hesitant to hire an automation expert, unsure if what we were looking to accomplish was feasible and potentially too complicated to understand.

Our hesitations quickly disappeared as Alex immediately grasped the project and implemented automation solutions better than we expected.

The team is knowledgeable, responsive, friendly, and went above and beyond by providing additional ideas of how we could improve our workflows to achieve our goals. We've learned an entirely new way to optimize our current systems and are grateful to have found Efficient App!”
Amber Moore
Instructor Operations
MasterClass (Online Education)
MasterClass - Amber Moore

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3 ways to use Copper CRM to get more reviews, referrals, and revenue

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