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Customer Reviews

Saba Karim (Techstars)
Saba Karim (Techstars)
“Efficient App has built one of the most streamlined CRM processes that I've ever seen!”
MasterClass LogoNEAR LogoAJ Financial Planning Logo43North LogoFuture PLC LogoCrash of Rhinos Painting LogoNorthtowns Remodeling Logo

Customer Success Stories

Our Efficient Customers

Premier Partner
“Efficient App implemented automation solutions better than we expected!”
“Efficient App has saved us hours of time and frustration by building automations that have allowed key information to flow between our different systems. We were initially hesitant to hire an automation expert, unsure if what we were looking to accomplish was feasible and potentially too complicated to understand.

Our hesitations quickly disappeared as Alex immediately grasped the project and implemented automation solutions better than we expected.

The team is knowledgeable, responsive, friendly, and went above and beyond by providing additional ideas of how we could improve our workflows to achieve our goals. We've learned an entirely new way to optimize our current systems and are grateful to have found Efficient App!
Amber Moore
Instructor Operations
MasterClass (Online Education)
MasterClass - Amber Moore
Foundation & Premier Partner
“To think that this could be done with a piece of software was beyond my reality!”
“There has been tremendous pressure on me personally to try and manually manage all the business processes myself. When you showed what is possible with automation it was emotionally pretty overwhelming. To think that this could be done with a piece of software was beyond my reality.

For the first time, I could see how much time in human capital this would save our staff by automating some of our systems. I could see that it would also remove tremendous stress from trying to manage the whole process and also the possibility of reducing the human error aspect too. In our line of work getting it wrong, there is a massive amount at stake and the thought that some of this could be eliminated with technology was a massive reality shift.

I am just so lucky that you have allowed us to work with you both and wanted to send an email of thanks.”
Read the full customer success story
Alex Jamieson
Founder & Leading Financial Planner
AJ Financial Planning (Financial Services)
AJ Financial Planning (Alex Jamieson) Headshot
Foundation & Premier Partner
“We have been really impressed with the Efficient team!”
The Efficient team is completing an overhaul of our organization's workflows by building automation and connecting software.

Alex and Andra have been incredible throughout the process, helping to scope out work, and implementing the automation/integration in a quick turnaround. We have been really impressed with the Efficient team!”
Oliver Barker
Grants Operations Manager (Funding Team)
NEAR Foundation (Crypto / Blockchain)
Oliver Barker (NEAR Foundation) Headshot
“Awesome company to work with! They are super efficient and I truly recommend them. They know the ins and outs of their work and always provide valuable advice!
Nicky Chalabi
Ecosystem Success & Enablement
NEAR Foundation (Crypto Blockchain)
Nicky Chalabi (NEAR Foundation) Headshot
Premier Partner
“Efficient App can automate, simplify, or integrate any of your processes!”
“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
Director of People & Compliance
Codesmith (Online Education)
Chelsea De La Grana from Codesmith Headshot
“I've had a great experience working with Efficient App. They helped my team automate our invoicing process using QuickBooks Online. Not only did they help us build it out using our first CRM, but when we decided to switch CRMs, they helped us transfer the data to the new one, and made sure that we didn't lose any data in the process. Alex has gone above and beyond to help our team, and is always quick to respond to questions. I would highly recommend their team!
Anika Ahuja
Admissions Manager
Codesmith (Online Education)
Anika Ahuja Codesmith Headshot
Foundation & Premier Partner
“We've increased our close rate from 40% to nearly 50%!”
“Every recommendation the team 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 to have found a long-term solution with Efficient App.”
Read the full customer success story
Mike Ricker
Founder & CEO
Crash of Rhinos (Painting)
Mike Ricker (Crash of Rhinos Painting) Headshot
Premier Partner
“The team has unlocked possibilities and efficiencies we couldn't have dreamed were possible!”
“Efficient App has been transformative in our approach to business automation. The team has unlocked possibilities and efficiencies we couldn’t have dreamed were possible! Their 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
Director of Product Marketing
Future PLC (Media Company)
James Nieves (Future Plc) Headshot
Foundation & Premier Partner
“Efficient App has made a huge impact on the way I look at my business operations and scaling!”
“Before Efficient App, we weren't using a proper CRM, so following up with potential customers was a difficult and messy process.

The team helped us map our sales, onboarding, and project management processes to Copper, making it the central hub of our business for the past 6+ years. We have no idea how we functioned before having Copper!

Since then, they've recommended and have helped us implement Outfunnel, PandaDoc, and Help Scout, along with custom integrations and automation for our specific business processes. Their pragmatic software integrations are really helpful and are making a huge impact on the way I look at my business operations and scaling.
Brian Marek
Founder & CEO
Northtowns Remodeling (Home Services)
Brian Marek (Northtowns Remodeling Corp.) Headshot
Copper Foundation
“Our biz-dev efforts are alot better as a result”
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“The first time I set up Copper for a creative agency, I did it alone and pushed through with online tutorials and support forums. It was an okay outcome. The second time, I hired Efficient App to help me. It has been a GREAT outcome ever since. With their help we have improved our pipeline structures and how we manage leads/clients. Just this improvement alone has been worth it.

They also introduced us to Copper-integration tools that have helped us find and track leads. Our biz-dev efforts are a lot better as a result.

It's been nice having their support when I have questions or ideas to try. They are responsive and quick to roll up their sleeves to find solutions. We haven't fully utilized the magic of their marketing/communication automation service yet, but that is our likely next step. Looking forward to it.”
James Keblas
Head of Business Development
All Is Well (Motion Pictures & Film)
Foundation & Premier Partner
“Focusing our energy and time on doing what we do best while the systems take care of the rest!”
Alex and his team were tasked with building a fairly custom and extensive solution that integrated seamlessly with our application process. They set us up on all the right software to streamline processes and saved us an immense amount of time. We're able to focus our energy and time on doing what we do best while the system takes care of the rest.
Read the full customer success story
Brian Straka
DIRECTOR OF PORTFOLIO RECRUITMENT & SELECTION
43NORTH (Venture Capital)
Brian Straka (43North) Headshot
Copper Foundation
“Everything is now running perfectly!”
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“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
Vice President
SmartCharge America (Electric Vehicle)
David Laderberg (Smart Charge America) Headshot
Copper Foundation
“Within the first week of launching our new Copper processes, we received a request for a new project and that alone could easily pay for our entire investment with you!”
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“We are so happy to have our CRM up and running, this is great! Just signing into Copper and seeing everything there is exactly what we were hoping to do!

Within the first week of launching our new Copper processes [that you’ve helped us build], we received a request for a new project and that alone could easily pay for our entire investment with you!

Your assessment process and overall communication was fantastic, with a perfect blend of email, recorded videos, and live online meetings. Thank you for everything!”
Warren Hardy
Sr. Account Manager
PMR (Manufacturer)
3 ways to use Copper CRM to get more reviews, referrals, and revenue

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