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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
Core Essentials
Complete Package
Premier Partner

Core Essentials

$
250
per month
(Communication automation only)

Core Essentials +

$
500
per month
(Add
$300 if communication automation is needed)

Core Essentials ++

$
2,000
per month
(Add
$400 if communication automation is needed)
Who It's For
Ideal For
those who deeply know their process and want to use our tool to send timely communication & take their customer service to the next level.
those who'd like to better map out their business processes in Copper & would like a little consulting help.
businesses earning $1mil+ in revenue and want to scale & save time with automation.
Cost & Commitment
One-Time
$1,000
setup + onboarding + consult
$1,500
setup + onboarding + consult + audit
$2,000+
setup + onboarding + consult + audit
Commitment
Annual
12 months
Semi-Annual
6 months
Quarterly
3 months
Automated Communication
Add to the monthly package if the communication tool is required.
(Included)
$300
additional per month
(Add if communication automation is needed)
$400
additional per month
(Add if communication automation is needed)
Consulting
Discovery Session
Working together to determine a strategy for what you'd like to accomplish over the next quarter - delivering a phased breakdown of how we can get there (and where we can help).
30
minutes
60
minutes
90
minutes
Copper Audit & Game-Plan
Reviewing of your Copper setup to supply best practices for your specific business processes. (e.g. pipeline, workflow process, and custom field mapping)
blog content
1
process
(sales / onboarding / retention)
2
processes
(sales / onboarding / retention)
Collaborative Docs
Efficient App (Communication Tool) Onboarding
Setup
Onboarding (one-time)
60
minutes
60
minutes
60
minutes
Efficient App (Automated Communication Tool) Limits
Touch Points (per month)
400
1,000
2,000
Pipelines Mapped
$500 setup per each additional pipeline
(with stage restrictions)
1
included
($500 per additional)
2
included
($500 per additional)
3
included
($500 per additional)
Stages Included Per Pipeline
$100 setup per 10 additional stages
(purchased in bulk)
20
$100 per additional 10
20
$100 per additional 10
20
$100 per additional 10
Ongoing Support & Consulting (Per QUarter)
Support
Standard
Priority
Priority
Consulting
0.5
hours / quarter
4
hours / quarter
16
hours / quarter
Communication Tool Consulting
Workflow / Process Consulting
Automation Consulting
Purchase
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Purchase
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Testimonials

Companies we've helped

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
Complete Package
“Efficient App has made a huge impact on the way I look at my business operations and scaling!”
Checkbox
“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