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Works with Copper CRM

Use our tool to send timely communication.

Starting At $250/mo

For those who deeply know their processes and want to take their customer experience to the next level.

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Usecases
Testimonials
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Features
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How
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Use-Cases

Ways to use it

Sales

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.

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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!

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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.

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Testimonials

Companies who have made
Copper an Efficient App

Setup
Zuber Vindhani (White Stratus) Headshot
Zuber Vindhani
White Stratus
(Agency)
“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!”
Status Updates
Mike Reid (Dent Global) Headshot
Mike Reid
Dent Global
(Online Education)
“Using Efficient App has saved me dozens of hours. I like to check in with my students 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.”
Onboarding
Brian Marek (Northtowns Remodeling Corp.) Headshot
Brian Marek
Northtowns Remodeling
(CONSTRUCTION)
“We were constantly forgetting to ask customers for reviews before using Efficient App. Now, customers are sent personalized messages throughout their entire onboarding and project management process, leading to happier and more engaged customers. As a result, we have had more referrals and a 40% boost in customer reviews across Google and Facebook.”
Quick Overview

Video Overview

Quick overview of why we built Efficient App

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0:54
Features

Why automate your pipeline?

Copper CRM Icon
Make your pipeline work for you
Move your Opportunity to a new stage in your pipeline and your templated email will be automatically sent.
Discovery Session
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.
Ongoing Strategy Check-Ins
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.
Make Copper an Efficient App
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!
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

Process
Review

01

Credential
‍Share

02
Make Copper an Efficient App

Make Copper An
Efficient App

03

Schedule &
‍Send

04
01

Process Review (Pre-Purchase)

We start with a 15 minute process review call to learn more about how you'd like to use Efficient App and to see if it'll work for your unique processes.
02

Credential Share

Once purchase, securely send us your credentials and let us know which pipeline(s) you'd like to automate (2 quick forms).
03

Efficient App

Once you've been using your 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

Schedule & Send

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

Ready to get started?

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Question And Answer Icon

Frequently Asked Questions

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How does Efficient App work?

Watch our overview video and how it works video.

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!

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 communication touch-points for improving your customer experience. We wrote a blog post here explaining the difference between Efficient App and traditional email sending software.

Why use Efficient App over Zapier or Integromat?

Zapier/Integromat are great platforms if you want to build out your own automations from scratch. We have invested hundreds of hours and tens of thousands into building the logic/foundation behind Efficient App. With that, 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 (CyberBytes Inc.) builds custom Copper integrations for SMBs. We initially built this app for one of our customers, and found that others could also use it to give their customers a better experience.

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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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