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Copper CRM

Ready to take Copper CRM to the next level?

Recommended

For those who would like to save time and
fast-track their CRM implementation.

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Who It's For

This is for you if...

You're the CEO or a Sales/Growth Manager and have taken on the task to setup Copper for your team and you want to do it the right way from the start
OR You've been using Copper CRM for some time, but feel like you haven't been getting the most out of it
You don't want to waste time — you'd rather not spend hours reading help articles or watching videos, and still feel like you're unsure if you've set up your CRM properly
You are investing the time and energy into setting up Copper CRM with the goal of making your team more efficient and scaling your business
You want Copper CRM to act at the single source of truth for your business
You want to have a Copper CRM expert that you can reach out to anytime for specific advice on using Copper CRM for your business (not just generic advice)
David Laderberg (Smart Charge America) Headshot
“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 (Smart Charge America)
Chelsea De La Grana from Codesmith Headshot
“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.”
Chelsea De La Grana (Codesmith)
Mike Ricker (Crash of Rhinos Painting) Headshot
“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.”
Mike Ricker (Crash of Rhinos Painting)
Brian Marek (Northtowns Remodeling Corp.) Headshot
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)
James Nieves (Future Plc) Headshot
“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.”
James Nieves (Future Plc)
Mike Reid (Dent Global) Headshot
“I like to check-in with my students monthly. Using Efficient App saves me a few hours per week and has allowed me to do it at the perfect time for each student. I'm now able to give the level of attention that I'd like to for each student, but at the scale that I need to grow my business.”
Mike Reid (Dent Global)
Zuber Vindhani (White Stratus) Headshot
The Efficient App setup was easy! As promised all we had to do was copy and paste in our messaging. It's great if you don't want to waste time setting up tech or manually sending emails. I think it's a must have for any Copper user!
Zuber Vindhani (White Stratus)
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Question And Answer Icon

Why hire a Copper CRM Consultant?

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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.

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

We can cut the hours of wasted research and effort on configuring your CRM pipelines and processes. We've worked with dozens of companies over the past 6+ years, helping them scale using Copper.
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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
Our Process (What's Included)

How it works

Discovery Session

Discovery
Session

01
Copper CRM Icon

Copper CRM
Audit & Game Plan

02
Make Copper an Efficient App

Make Copper An
Efficient App

03
Ongoing Strategy Check-Ins

Ongoing Strategy
Check-Ins

04
01

Discovery

We start with a 60 minute discovery session to determine a game-plan for how Copper CRM can support your business processes. We focus on four core areas of your business processes:

Pre-SalesSalesOnboarding / Project ManagementCustomer Delight
02

Copper CRM Audit

After our call, we audit your existing Copper environment to see how we can better leverage Copper features to map out the processes explored in the Discovery Phase. We will then deliver our findings and recommendations into a one-page write-up.
03

Efficient App

Once you've been using your new processes consistently, we implement our communication tool, Efficient App. It allows you to automatically communicate status updates internally with team members and externally with clients, reducing more manual work for your team.
04

Strategy Check-Ins

We meet semi-annually to review your processes and discuss additional ways we can introduce automation into your business to help reduce even more manual work. Need us outside of these check-ins? Our team is an extension of your team and is available via flexible support to help with any Copper CRM consulting related questions.

Ready to get started?

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Testimonials

Our results

Core Essentials
Zuber Vindhani (White Stratus) Headshot
Zuber Vindhani
White Stratus
(Agency)
“We use this for an agency client of ours who wanted to keep their customers in the loop at every stage of their project. Timely communication separates the good from the great and the Efficient App team set up a process that allowed them to communicate on time with every client.
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!”
Premier Partner
Brian Marek (Northtowns Remodeling Corp.) Headshot
Brian Marek
Northtowns Remodeling
(CONSTRUCTION)
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.”
3 ways to use Copper CRM to get more reviews, referrals, and revenue

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

We'll also send you some Copper tips & tricks :)

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