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Core Essentials
Complete Package
Premier Partner
Premier Partner

Small

$
1,500
per month

Medium

$
3,000
per month

Large

$
5,000
per month
Automation/Integration Limits (Examples)
Automated Communication
Ranges based on complexity of integration. The more complexity around data manipulation, the lower the range.
1 - 120
per month
140 - 300
per month
340 - 600
per month
Appointments Booked
Ranges based on complexity of integration. The more complexity around data manipulation, the lower the range.
1 - 80
per month
85 - 200
per month
220 - 400
per month
Forms Submitted
Ranges based on complexity of integration. The more complexity around data manipulation, the lower the range.
1 - 60
per month
65 - 150
per month
160 - 300
per month
Invoices Generated
Ranges based on complexity of integration. The more complexity around data manipulation, the lower the range.
1 - 50
per month
55 - 120
per month
130 - 240
per month
Documents Generated
Ranges based on complexity of integration. The more complexity around data manipulation, the lower the range.
1 - 40
per month
45 - 100
per month
110 - 200
per month
Records Synced
Ranges based on complexity of integration. The more complexity around data manipulation, the lower the range.
1 - 1,500
per month
2,000 - 4,000
per month
5,000 - 10,000
per month
Time Savings
Estimated by multiplying the average time savings per task automated by the number of automations ran
up-to 25 hours
per month
up-to 60 hours
per month
up-to 120 hours
per month
Automation/Integration Monitoring
Monitoring & Maintenance
Ongoing Support & Consulting (Per QUarter)
Support Tier
Standard
Standard
Priority
Support & Consulting
Can be used for general questions, best practices, and software recommendations. Does not include evolutions/refactoring of existing automations.
6
hours / quarter
10
hours / quarter
16
hours / quarter
Software Recommendations
Workflow / Process Consulting
Commitment
Commitment
Annual
12 months
Semi-Annual
6 months
Quarterly
3 months
Add Copper Foundation Setup
Complete Package

Starting at

$
40,000
(includes Premier Partner for the first year)
Copper CRM environment set-up for your business with proven processes & systems
A single point of truth for all your prospective clients, customers, vendors, and partners
Clarity & Organization on your internal processes that will help you scale
Included automation audit bonus
Ongoing premier partner consulting & support upon completion
Time Savings
Estimated by taking the average amount of time and money is saved versus the company investing in an existing employee learning and setting up the CRM to the level we do
up-to 1,000 hours
Commitment
Commitment
1 Year
Testimonials

Companies we've helped

Small Business
“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
Mid-Market
“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