Efficient App
Efficient App for Copper CRM by CyberBytes
Apps & Integrations
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CRM
01
Copper
02
Pipedrive
03
HubSpot
04
Salesforce
01
- I'd like a one-off consulting session
02
- I want to send timely communication & know my processes
03
- I'd like to take Copper to the next level by fine-tuning processes
04
- I'm looking for a partner to help me automate, systematize, and processize
Database
01
Airtable
Other (Popular)
04
Arc
01
Motion
02
OpenAI (GPT)
03
Dialpad
05
Asana
04
PandaDoc
Stacks
Solutions
Industry Specific Solutions
01
Accelerator / VC
02
Financial Planners
03
Crypto / Grants
04
Home Services
01
- I'd like a one-off consulting session
02
- I want to send timely communication & know my processes
03
- I'd like to take Copper to the next level by fine-tuning processes
04
- I'm looking for a partner to help me automate, systematize, and processize
Copper Solutions
01
Copper Setup
02
Copper Integrations
03
Copper Consulting
04
Copper Crash Course
Customers
All Case Studies
Small Business Case Studies
01
Northtowns Remodeling
02
AJ Financial Planning
03
Crash of Rhinos Painting
01
- I'd like a one-off consulting session
02
- I want to send timely communication & know my processes
03
- I'd like to take Copper to the next level by fine-tuning processes
04
- I'm looking for a partner to help me automate, systematize, and processize
Mid-Market Case Studies
01
43North
02
NEAR Foundation
03
Smart Charge America
04
MasterClass
05
Codesmith
Enterprise Testimonials
01
Future PLC
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January 19, 2023
Mar 25, 2022
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The 5 Best Copper App Integrations of 2023
Learn the difference between Native and Custom Copper integrations, then keep reading to see our top 5 Copper Integrations for 2023.
Alex Bass
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March 23, 2023
Mar 23, 2023
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Harvest vs. Toggl vs. Timely vs. Rize (What Time Tracking Software Should I Use?)
Of all the time tracking tools we've looked at that are team focused, we'd place Harvest at #1 (as it's the most user-friendly and well-rounded), Toggl at #2 (but still a non-starter if any semblance of invoicing capabilities are needed), and #3 is Timely (which we prefer over other time tracking apps like Clockify, Timetta, and others—we opted not to review those products as we believe they have an outdated UI/UX and are focusing more heavily on the "cheaper" market, a space we don't believe in for teams in the long-term). For individual productivity, Rize is the clear winner—they have the most advanced auto-categorizing and are the most "set it and forget it".
Alex Bass
Video
Video: Live
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Updated!
NEW!
February 20, 2023
Nov 3, 2020
in
Videos
Copper CRM Best Practices: How To Set Up Your CRM The Right Way From The Start
The secret sauce to setting up your Leads, People, Companies and Opportunities in your Copper CRM.
Alex Bass
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Video: Live
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Updated!
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February 6, 2023
Feb 6, 2023
in
Posts
Notion CRM: 5 Reasons Why You Shouldn't Use Notion As Your CRM
We're seeing a rise in companies using Notion as their CRM. While Notion can do a lot of things, using it as a company CRM is not ideal. Here's why.
Alex Bass
Post
Video: Live
NEW!
Updated!
NEW!
March 23, 2023
Mar 23, 2023
in
Posts
Harvest vs. Toggl vs. Timely vs. Rize (What Time Tracking Software Should I Use?)
Of all the time tracking tools we've looked at that are team focused, we'd place Harvest at #1 (as it's the most user-friendly and well-rounded), Toggl at #2 (but still a non-starter if any semblance of invoicing capabilities are needed), and #3 is Timely (which we prefer over other time tracking apps like Clockify, Timetta, and others—we opted not to review those products as we believe they have an outdated UI/UX and are focusing more heavily on the "cheaper" market, a space we don't believe in for teams in the long-term). For individual productivity, Rize is the clear winner—they have the most advanced auto-categorizing and are the most "set it and forget it".
Alex Bass
Video
Video: Live
Video
Video
Video
September 14, 2022
Sep 14, 2022
in
Videos
Business Process Automation: 4 Signs It's Time To Automate (& When Not To)
Andra Vomir
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Video: Live
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June 7, 2022
Oct 2, 2020
in
Posts
Copper Email Methods (Transactional vs. Marketing)
Alex Bass
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Video: Live
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Post
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May 24, 2022
May 24, 2022
in
Posts
3 Tips For Connecting Copper With Your Website Form Using Zapier
Andra Vomir
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Video: Live
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Post
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March 5, 2022
Feb 5, 2022
in
Posts
Should You Use Multiple CRMs For Different Business Divisions?
Alex Bass
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Video: Live
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Post
Post
March 1, 2022
Feb 1, 2022
in
Posts
Copper CRM vs. Streak CRM
Alex Bass
Podcast
Video: Live
Podcast
Podcast
Podcast
Jun 1, 2021
in
Podcasts
Guest Podcast: Leveraging Automation to Set Better Boundaries & Increase Productivity (Mailman)
Alex Bass
Video
Video: Live
Video
Video
Video
Mar 25, 2021
in
Videos
Why Aren't My Zapier and Copper CRM Integrations Working? (Livestream)
Andra Vomir
Video
Video: Live
Video
Video
Video
Nov 20, 2020
in
Videos
Setting Up Your Copper CRM Opportunity Pipeline
Alex Bass
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Video: Live
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Post
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Oct 1, 2020
in
Posts
Automatically Create Asana Tasks Right From Copper CRM Upon Opportunity Stage Change
Alex Bass
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Video: Live
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Post
Post
Sep 1, 2020
in
Posts
Copper Email Sequencing v2.4 - New Email Activity Insights & Team Communication
Alex Bass
Podcast
Video: Live
Podcast
Podcast
Podcast
Jul 3, 2020
in
Podcasts
Guest Podcast: Discussion About Automation With Asana Certified Pro Alex Bass (Minimalist Work)
Alex Bass
Podcast
Video: Live
Podcast
Podcast
Podcast
Dec 23, 2019
in
Podcasts
Guest Podcast: What It Takes To Be A Software “Reseller” w/ Alex Bass
Alex Bass
Podcast
Video: Live
Podcast
Podcast
Podcast
Mar 13, 2019
in
Podcasts
#15 - Coworking & Startups w/ Chirag Gupta
Alex Bass
Podcast
Video: Live
Podcast
Podcast
Podcast
Mar 11, 2019
in
Podcasts
Guest Podcast: Workflow Design Discussion with Alex Bass (BuiltOnAir)
Alex Bass
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Fathom Analytics
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Google Drive
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Ironclad
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Loops
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Mailman
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Intercom
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