Outfunnel

Outfunnel is one of the few tools that we use with absolutely every single one of our customers (we also use it internally here at Efficient App).

If you fill out our "Request Audit" form form for example, you'll get an automatic email sent from us + we'll see the various pages you visited on our site all within our CRM.

Features

Outfunnel essentially takes marketing insights and connects it to your CRM. Tie that in with some automated email for follow-up, and you have an entirely automated start to your sales process.

It even connects with other tools like Calendly, and automatically logs booked calendar invites and the form responses right there within your CRM activity section.

What's most amazing is they take all of these insights and role up a clean "lead score", so you can see what prospects and customers are most engaged.

We couldn't run our business without Outfunnel. They are one of just a few software solutions that we'd even say this for.

Watch the video below to see how we automate our business using Outfunnel 🔥

Final Verdict

If integrating tools to your CRM is important to you (as it should be), Outfunnel plays a core role in being that connector for you.

What's great is that Outfunnel is CRM agnostic, so if you're using Copper, Outfunnel works. Using Pipedrive? That works too! HubSpot, Salesforce, and believe it or not, even Airtable! 🤯

Although as a refresher... If you've somehow stumbled upon using Airtable as your company CRM, please read this right now 😅

Secret 👀

Are you using Copper and considering buying the business tier for the "Marketing Tools" feature-set? Would you believe us that they are really just white-labeling Outfunnel on the back-end of that?

Yep! So if you're considering the business tier of Copper, it might just be cheaper going directly to Outfunnel (and if you use our link here, they'll know we sent you and enable the email marketing features for your account)