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Overview
Who
How
Results
About
Why
Subscribe

Copper CRM

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

Copper is a powerful CRM and their Gmail integration is unmatched.
There is no better option on the market for the price, but 90% of Copper users aren’t maximizing its potential to systematize and organize at scale.

That’s why we built:

Complete Package
Who It's For

The Complete Package
is for you if...

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You're the CEO or Sales Manager and have taken on the task to set up Copper and you want to do it the right way from the start
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OR You've been using Copper CRM for some time, but feel like you haven't been getting the most out of it
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You'd rather not waste time trying to apply general CRM advice from help articles and prefer personalized guidance
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There is someone on your team that can be "in charge" of keeping others accountable in using your newly learned Copper processes
Our Proven Process

What you get

Our most requested package
CRM Best Practices Onboarding Questionnaire Icon

Prep

01
Video Call Session

Focus Session

02
Make Copper an Efficient App

CRM Setup

03
Coaching Session Icon

Coaching Session

04

What is it? 🚀

Done-for-you Copper CRM implementation for your team in just 6 weeks.
01

Prep 🍳

We'll send you a pre-call questionnaire to help you team prep for our time together.
02

Focus Session 👀

On a call along with your team, we'll ask you a series of questions to understand your existing business processes.
03

CRM Setup 🏋🏼

We create your Copper environment according to 6+ years of best practices, processes and systems made for growth.
04

Coaching Session🏃🏼

We'll provide a digital booklet with video recordings teaching your team how to use your new Copper environment. We'll also do a follow-up coaching session to go through any questions.
Bonus Offer

Automation Audit 🤖

Once your team is up-and-running, we'll evaluate and recommend any potential automations you can leverage with Copper and your additional software stack to save time. (building automation will be quoted and priced separately)
Results

After the Complete Package,
you'll have:

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Copper CRM environment set-up for your business with proven processes & systems
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A single point of truth for all your prospective clients, customers, vendors, and partners
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Clarity & Organization on your internal processes that will help you scale

Don't just take our word for it!

Complete Package
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A solid foundation and new functionality
“Alex and team came in and did an amazing job at identifying our issues and asking the right questions to determine the best course of action based on my business. Everything is now running perfectly! They came up with solutions that fixed our issues and allowed us new functionality. I highly recommend Efficient App!”
David Laderberg
SmartCharge America (Electric Vehicle)
David Laderberg (Smart Charge America) Headshot
Complete Package
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An unlocked potential to scale your business
Customers service is #1 for us. Our business of 25 years has always been primarily referral-based, and we pride ourselves on this, but we hit a glass ceiling. The team helped us create business processes to help us continue to grow while upholding our small business values. Our business has grown by 30% as a result, plus we are getting more public reviews & referrals than ever before.”
Brian Marek
Northtowns Remodeling (Home Services)
Brian Marek (Northtowns Remodeling Corp.) Headshot

What do you say?

Request Pricing
Alex Bass, Copper CRM Consultant And Process + Automation Specialist Headshot (Copper Partner)

Hi there! I'm Alex.

I’ve been helping businesses with their processes & automation for 10 years. I used to work with every software imaginable, but after using Copper for over 6 years and learning the ins-and-outs of the product, I have grown to love it. So much in-fact that over the past 5 years I niched down my business to only support other Copper lovers to get the most out of their CRM.

I even ran my business out of the Copper HQ in San Francisco for 3 months (just before COVID hit), working alongside their customer success team to intimately learn the needs of their customers.

Whether you’re looking to just make Copper a more effective communication tool, or you want help processizing and automating your entire business, my team and I are here to help.

The industries we've worked most with are SaaS, Consultants, Construction, Marketing Agencies, and Online Education businesses, among others.

Alex Bass, Copper CRM Consultant And Process + Automation Specialist Headshot
Alex Bass
Founder, Efficient App & CyberBytes
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Why hire a Copper CRM Consultant?

Request Pricing

Shouldn't Copper be easy to set up?

Most business owners think that setting up a CRM should be quick and easy. It's often looked at as a task that "can be done overnight". The result? CEOs and Sales Managers end up sinking hours into trying to figure out the best way to make their CRM work for their business. Secret: It's never an overnight job!

Can't I do this on my own?

Corporate companies have always leaned on software consultants to help them set up the right software solutions for their business. We're offering the same service for start-ups and SMBs, all at a lower cost, so you can set up your CRM to match your business processes and focus on scaling.

What's my role?

If you're the CEO, a Sales Manager, or a Growth Director, your time is better spent on growing the business, not learning how to get the most out of your CRM.

What other businesses are like this?

Just like you would have a lawyer on retainer to ensure that you don't make mistakes along the way, we're your CRM and automation partners to do the same. Only difference is that we can also help you save dozens of hours along the way by leveraging automation across your entire business.

Ready to get started?

Request Pricing
Testimonials

Our results

Complete Package
David Laderberg (Smart Charge America) Headshot
David Laderberg
Smart Charge America
(Electric Vehicle)
“Alex and team came in and did an amazing job at identifying our issues and asking the right questions to determine the best course of action based on my business. Everything is now running perfectly! They came up with solutions that fixed our issues and allowed us new functionality. I highly recommend Efficient App!”
Complete Package
Brian Marek (Northtowns Remodeling Corp.) Headshot
Brian Marek
Northtowns Remodeling
(Home Services)
Customers service is #1 for us. Our business of 25 years has always been primarily referral-based, and we pride ourselves on this, but we hit a glass ceiling. The team helped us create business processes to help us continue to grow while upholding our small business values. Our business has grown by 30% as a result, plus we are getting more public reviews & referrals than ever before.”
Premier Partner
James Nieves (Future Plc) Headshot
James Nieves
Future PLC
‍(Media Company)
“Efficient App has been transformative in our approach to business automation. Unlocking possibilities and efficiencies we couldn’t have dreamed were possible. The team's expert understanding of the software ecosystem has lead to incredible partnership and strategy insights. Highly recommend if you’re looking for a team to help you take your business automation to the next level.”
Premier Partner
Chelsea De La Grana from Codesmith Headshot
Chelsea De La Grana
Codesmith
(Online Education)
“Alex and the team have been so helpful - they are extremely knowledgeable about tons of integrations and provided a lot of insight for us on how to approach the problems we were having. I highly recommend using them if you are looking to automate, simplify, or integrate any of your processes.”
Premier Partner
Mike Ricker (Crash of Rhinos Painting) Headshot
Mike Ricker
Crash of Rhinos Painting
(Home Services)
“Every recommendation Efficient App made we have implemented. The admin and superintendents are thrilled with Copper. The estimator/sales side has increased our close rate from 40% to nearly 50% with the implementation of PandaDoc. This alone has more than paid for their services. Ongoing support is quick, thorough and well documented. I am greatly encouraged I have found a long-term solution.”

Let's get started

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

3 ways to use Copper CRM to get more reviews & referrals

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