Copper vs Efficy CRM: Which is a better fit?

Jo B.: Hi, I'm Jo. I'm the CEO of a tech company. My rating for Copper is four out of five stars, and you can click below for more reviews. Before Copper, my company was actually using Freshdesk to manage its CRM, but we just didn't find that it was really so user friendly, and we wanted to see what else was on the market. And then we found Copper, and that integrates with Gmail. And that just absolutely was so much better than the system that we were using before. The main reason we chose Copper was the seamless Gmail integration. It really just means that there's so much less admin, and there's a real certainty for the team that everything has been updated. So, that for us was the major ticket item. We also really liked the user interface. We find it very intuitive. When we did the testing, very quickly the whole team was able to understand the system and navigate around it. So, that was also a big plus for us. Because we're a tech company, we also wanted to integrate Copper into our own software and how our clients were logging in. And so we were able to link with Zapier, and the fact that we could set that up in a really smooth way was also very important for us. Our team found getting started with Copper really, really simple. We just exported all of our contacts and all of the data that we had in our previous CRM, put it into the Copper templates, and uploaded it all. So, we were up and running within an hour or so. It was also great because our team didn't need any training. They found the system very intuitive, and before long, we had people setting up templates, creating custom fields, and we'd really customized the whole system to fit exactly for our business. If someone was looking for a CRM and they were considering Copper, I would definitely say you should give it a go. I think the way that it can integrate with other tools, for us with the G suite and with Gmail, but also the fact that we've managed to integrate it with our software as a service subscription system and our own app has really made it just completely essential in our company. And I would highly recommend giving it a go, and checking out how easy it is to use as a user tool.