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.
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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.
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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 enterprise teams (1,000+) with highly complex processes.
Salesforce is the 800lb gorilla—and if you're considering using it, we're hoping you have a myriad of reasons for it.
If you're a startup—you should not be using it.
If you're trying to stay lean and don't already know your business processes inside-and-out—you should not be using it.
If you're being pressured by your investors or others to get on Salesforce "because that's what successful businesses do"—you still, most likely should not be using it.
You should be using it if... you have highly complex business processes and have set aside a couple hundred thousand dollars to invest in a proper Salesforce consultant to help map these processes to it.
Most teams can actually just get away with HubSpot (when they are considering Salesforce).
And of those same teams, most can actually scale Copper + Pipedrive to be just as powerful, with a better UI/UX (that your team prefers), and all at a lower cost by simply using a team like us.
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!
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