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Tired of manual EMAIL follow-up IN COPPER CRM?

Stop wasting time. Automate your email follow-up.

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

Make Copper an Efficient App
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
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.”
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!

Request Demo

Request a demo to see if Efficient App for Copper is right for your business.
01

Share Your Credentials

Securely send us your credentials and let us know which pipeline(s) you'd like to automate (2 quick forms).
02

Hang Tight

Our team will integrate your Copper pipeline(s) with Efficient App.
03

Schedule & Send

You'll receive an invite to your Efficient App interface. All you need to do is copy and paste your email copy.
04
Question And Answer Icon

Frequently Asked Questions

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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.
Make Copper an Efficient App

See how it works

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