Tired of manual EMAIL follow-up IN COPPER CRM?

Stop wasting time. Automate your email follow-up.

At last—an affordable way to send automated sales and onboarding emails straight from Copper CRM

Simple & Powerful

Personalized follow-up has never been quicker.

Move your Opportunity to a new stage in your pipeline to trigger a templated email straight to your prospect or client.

Check Out Some Use-Cases
Let's face it, you're busy. You love your Copper CRM. It helps keep the busyness in your mind organized, and helps you stay on top of things. It's great. But one thing you really wish you could do is automate your email follow-up.
This is still manual, and it sucks.

You've looked for this feature within Copper, reached out to support wondering where it is, and with the feature out of sight, you're still manually sending follow-up emails to your prospects and clients.

It takes time. You forget sometimes. So you follow-up late. Or sometimes not at all. If it was automated, it would make your life easier. Right?
Make Copper An Efficient App

Use-Cases & Features

Sales Follow-Up & Renewals

Automate your sales processes

Forgetting to follow-up after sending out a proposal? Or manually emailing customers prior to their renewals? Never worry about sending another "upcoming renewal" email again and ensure that they received your message with email open and link click tracking.

Show Me How It Works
Project Management / Status Updates

Notify team members when sales/project statuses change

Manually emailing someone on your team to let them know that a potential customers needs a proposal? Keep things moving forward by automatically alerting team members and contractors when you need them for a stage in the process. Never again worry about sending a manual status update!

Show Me How It Works
Customer Onboarding

Automate your onboarding process

Need to have a regular check-in with your customers? Automatically send emails with delay and auto-move so that you never forget! Watch your customers move through your onboarding process with ease, all without lifting a finger.

Show Me How It Works

Why automate your pipeline?

Make your pipeline work for you
Move your Opportunity to a new stage in your pipeline and your templated email will be automatically sent.
Open & Click Tracking
Available within the "Complete Package" tier
See when emails you have sent have been opened and if links in your email have been clicked.
Save Time
Say goodbye to forgetting to follow-up. Set how many days you'd like each contact to stay in each stage and automatically let them progress through your pipeline.
Ideal for warm prospects
Not recommended for cold outreach as it can result in blacklisting. Our tool is best for warm leads that are expecting to hear from you.
Build Trust
Sends straight from your inbox, making it look like you personally took the time to follow-up. Show up in the "Important" tab unlike other mass sending solutions.
Quick Set-Up
You write your email templates, we'll take care of the rest. Within less than 48 hours, your pipeline will be automated and ready go!

People like you who have made Copper an Efficient App

“Using Efficient App has saved me dozens of hours. I like to check in with my clients every few weeks to see how they’re doing. This used to be a time consuming manual process which I now don’t even need to think about. I wouldn’t have it any other way.”
Mike Reid (Dent Global)
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)
“We were constantly forgetting to ask customers for reviews before using Efficient App. Now, customers are sent a personalized request upon project completion, it has garnished us dozens of reviews since implementation.”
Brian Marek (Northtowns Remodeling)
Request Video Demo

Request Demo

Request a demo to see if Efficient App for Copper is right for your business.

Share Your Credentials

Securely send us your credentials and let us know which pipeline(s) you'd like to automate (2 quick forms).

Hang Tight

Our team will integrate your Copper pipeline(s) with Efficient App. This will take approximately 48 hours (M-F)

Schedule & Send

You'll receive an invite to your Efficient App interface. All you need to do is copy and paste your email copy.
Simple Pricing

Choose the plan that fits for you

Our pricing includes a one-time setup + process mapping consult fee alongside an ongoing monthly fee.

Show Me How It Works
Core Essentials
$497 initial setup fee + consult
*Includes custom setup with your Copper CRM account
per month
Up-to 100 Emails per month
1 Pipeline included
15 stages included
(additional stages may require additional setup)
1 hour process mapping consult included
For mapping your opportunity pipeline using best practices
Delay sending + Auto move-to stage
Filterable "Last sent" custom field
Default People + Company merge fields
Default fields only
No opportunity merge fields
No click & link activity tracking
Get Started
Start Here
Complete Package
$497 initial setup fee + consult
*Includes custom setup with your Copper CRM account
per month
Up-to 200 Emails per month
Then a flat $20 per 100 additional emails after that
Up-to 2 Pipelines included
$200 setup per each additional pipeline
(15 stages per pipeline included)
1 hour process mapping consult included
For mapping your opportunity pipeline using best practices
Delay sending + Auto move-to stage
Filterable "Last sent" custom field
Default People + Company merge fields
Default fields only
Default Opportunity merge fields
Default fields only
Email click & link activity tracking
Know if your emails have been opened or if links have been clicked, all without leaving Copper
Priority support
Get Started

Frequently Asked Questions

More Questions

I already have email marketing software. How's this different?

We get this question aaaalot, check out this blog post.

How does Efficient App work?

How should my opportunity pipeline be set up to get the most out of efficient.app?

So long as you are using general opportunity pipeline best practices, you should be good to use efficient.app, no modification required!

How long does set-up take?

48 hours (M-F) from when the initial set up fee is paid. Once our team sets up your integration, we'll show you exactly how to use our interface so you can easily manage your emails in the future.

Can I use this tool for cold outreach?

We don't recommend it as it can result in your email being blacklisted. We recommend using our tool for warm follow-up with your sales prospects or for your onboarding pipeline.

Why is there a setup fee?

Our tool is an integration as a service (IaaS) product, meaning that we set up the custom integration with your Copper account and pipeline stages. This means you don't need to spend the time trying to figure out any technicalities as we do it for you, and all you need to do is plug in your email templates.

How do I edit my email templates?

We send you a management area where you'll manage your email templates and sequencing functionality.

Why use Efficient App over Zapier or Integromat?

Zapier/Integromat are great platforms if you want to build out your own automations from scratch. Efficient App is best for business owners who want built-in and ready to use solutions, and don’t want to waste time with technical setup.

Why did you create Efficient App?

Our parent company is CyberBytes Inc that builds custom Copper integrations for SMBs. We initially built this app for one of our customers, and found that others needed it also.

See how it works

Simply enter your details below and we will send over a video demo of the solution :)

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