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EfficientEfficient

Efficient Product

Copper came up because I was literally describing a CRM problem out loud — dashboarding clients, hot leads, and follow-ups — and Andra was like, “You’re describing a CRM.” If you want a CRM that fits a founder/operator workflow without feeling like enterprise sludge, Copper is worth testing.

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Pros

  • +Good fit for managing clients and leads in one place
  • +Supports follow-ups and workflow organization
  • +Easy entry point with a free trial

Cons

  • -You still need to define your pipeline/process
  • -May be more CRM than you need if you’re very early

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