Experimenting giving away our $1200 Copper Crash Course for FREE if you sign up for Copper: efficient.link/deal/copper Might take this down 😅 that said! What CRM are you using, and do you agree with what we have to say? 🤔 Still unsure? *Take Quiz* For personalized software recommendations: ↳ efficient.link/quiz
Started in Notion to get my foundation straightened out, synced to Airtable, now imported into Copper and 2-way synced to Airtable - it’s been a long road but I can’t thank you both enough 🙏 The hardest part was the transformer lookup for Contact Type and Country as Copper wants/outputs them as id numbers and two digit country codes while I wanted full country name and didn’t have the id numbers. Wanted to go with a data store in Make but opted for a Lookup Table in Zapier after watching your vids. Now I’m looking to package this all up internally with weweb or glide to mix in with our Xero stack. It’s been a long road 🤣
Wowowow, okay that's a LOT, well done though! Very well done! I must ask though, how did this video help you think of using a Lookup table in Airtable 🕵️♂️ that's a smart move though! Sounds like an awesome product you're building over there via no code! 👏👏👏
As always, a very clear and informative video. Brings a lot of clarity to those looking for a CRM without drowning in a sea of options. Keep up the good work my friends!
Awe, thanks friend! We so much appreciate your support 🫶 this means a lot as it's exactly what we were going for! So happy to hear it landed, we put a lot into this one 🥹
Excellent video. Content, editing, etc. When I get to the crm stage, I'll DEF look into these. As a daily notion user for 3 yrs, I'm past tired of hearing "It does everything!" smh I love being educated on what SHOULD be used
Awe, this comment made our day-appreciate your open-mindedness here, and we do like Notion, just more on the knowledge base side of things, so we're glad to hear this could help when you eventually move to needing a CRM 🔥🔥 thanks for your comment and for being here my friend 🙏
Awesome to hear! And yeah, as much as we love Zapier (we use it for a lot), there are just areas that it wasn't built or meant for, and this type of integration is one of them. Even if you could get a solid 1-way sync going in, to do it properly you really should have each email be added as a separate Notion/Airtable database item, and referenced in, connecting to the people it was sent to and from on your team. That might work with hundreds of emails for a bit, but the average business sends/receives hundreds of thousands of emails, which would completely overload both tools in even just a year, plus cost a crazy amount to Zapier/Make. Not to mention, if someone changes their email address (as people often do), you need to make sure that's updated immediately, whereas a tool like Copper will go in and retroactively pull emails if you update/add a second or third email address for a person. Good luck trying to build something like that in Notion 😅 it's just flawed on so many levels.
It's so true that building a CRM with Notion is a huge waste of time as soon as you have even the slightest bit of complexity. CRMs force you to follow some sort of process while everyone does whatever they want with Notion even when you take the time to build a process out. I like the editing too, very good video
Yesssssss, when scaling out say Notion as a CRM to a team, good luck on training them 😅 good CRM's have opinionation and guardrails, using a tool like Notion just allows for far too much to go wrong when scaling. Appreciate your comment! 🙏
Glad to hear! Yeah, there's a lot of personal CRM's on the market, and we feel that folk is a great balance between being affordable and having the basic B2B functionality that all the other personal CRM's on the market seem to lack. Great choice and hope it works well for you! 🚀 Be sure to use our link to sign up and promo code for a discount if you ever do end up upgrading 🙌 efficient.link/deal/folk Enjoy!
We use Copper to manage our investments within a pipeline, dealflow, and all the relationships involved, has been working great! Was using Airtable before finding Copper.
It works great for any relationship-focused business, VC is one of the most relationship-focused businesses of them all 🔥 if you're a smaller VC firm/angel investor, we can see folk being a great fit for getting started, but totally see where Copper makes sense at your size!
Awesome to hear and glad we could help! Definitely be sure to use this link to sign up efficient.link/r/folk - it'll allow you to use the discount promo code we have listed here if you do decide to purchase a paid tier in the future: efficient.deals/folk Excited to hear how this goes for you!
OMG! thank you so much i got frustrated building my CRM on Airtable from scratch for my team to make it perfect and it's never does plus i spend 2 freaking weeks of my time and got lost with thousands of automations, thank u for your advice i will gave copper a try cheers 🎉
Ah yes! Can 10000% relate to this! It's so tough to get team adoption with Airtable as a CRM as well. Did you happen to use our affiliate link to sign up for Copper here: efficient.link/r/copper - I ask because if you did, you can claim the paid Copper crash course we have for free here: efficient.deals/copper but it requires that you used our link to sign up. Curious to hear what you think about Copper!
Not yet because I watched your video from my iphone but i will make sure to sign up using your affiliate link lol and yes I'm interested about the free course, thanks again 😊@@efficientapp
Sorry, what do you mean? We've been using Copper and implementing it into businesses of all sizes for over 7 years now. A CRM is as good as you implement it (and use it). From a foundation standpoint, they have the deepest Google workspace integration of any other CRM on the market. What is at that people are saying negatively about them?
I'm so glad I found this video. Thank you for explaining the different options, it really helped me pick the best solution for my small business. I happily used your affiliate link. :)
Ah! Just saw your other comment, stoked to hear 🙌 curious what type of business you have and how many team members? Always fascinated to learn more about what types of businesses connect with the software we're recommending! Sounds like you're making a great choice, congrats on investing in your business with a CRM, it's one of the most important tools you can put in place 💯
That's genuinely a tough call, need more details to be honest. Any chance you can go into more detail about: 1. Your team size (how small is small) 2. What type of company 3. What are you intending to use it for and what other software do you rely on? 4. What have you tried thus far and how has it gone? 5. How big are you looking to grow team-size wise over the next 3-5 years? Pipedrive has more native integrations and a more robust API, so if you rely on other software heavily, it's more likely to integrate with Pipedrive than folk (but don't over-value a sub-par integration just because it exists, again, without knowing more about the above 5 questions it's a tough call). Happy to dive in further of you provide more details. If you do the up signing up for Pipedrive, here's a link: efficient.link/r/pipedrive/conversion And if folk, here's a link and discount: efficient.deals/folk
Copper and Pipedrive both have iOS apps (Copper if a bit more modern). Folk has a mobile friendly website, so you can use it in the browser. Copper has deep Google Workspace integration, Google Sheets is part of Google Workspace, so you can use their gSheets sync tool. None natively integrate with Notion (not 100% sure what you'd even want the integration there to do, but you could build something with Zapier). Based on what you're saying, it sounds like Copper would be your best fit. If you do give it a shot, definitely be sure to sign up for Copper here so you get our $1,200 course for free: efficient.link/deal/copper I'd recommend just trying out their free trial here: efficient.link/r/copper Curious how it goes for ya!
Folk seems like a no-brainer for my soloprenuer business. In my product space the lines are going to blur a lot between people who are are users, fans, content creators, partners and possibly investors as I'm looking at building a community for my product before I begin to upsell in earnest in 2025. I'm a software engineer who has no experience with CRM's and the last time I tried to sell something was a part-time college job in 1994! Folk seems so much less intimidating! Thanks!
Love it! That's awesome to hear, and we agree! If we were to be starting our journey in the CRM space now, folk would for sure be where we started as well. Awesome to hear this was helpful! Be sure to claim the folk discount and use our link to lock in the discount (unfortunately they won't let you use the promo code in the future unless you sign up with our link as they are tied together): efficient.deals/folk Excited to hear how it goes for you!
Thank you for the great review. I really love it. I started my research with HubSpot and Pipeline and stumbled upon Folk and Copper via your video. Now, I'm deciding between Folk and Pipedrive for a current one-man show. But I just realized that there is no dedicated iOS and iPadOS (mobile) app for Folk. That is, these days, a big no-no for me. I wonder how to use it on the go via browser?
Good point, I mean it works on mobile web, but of course it's never going to be as good as a standalone app. Your best bet honestly is to just sign up for a free trial and give it a shot. efficient.link/r/folk That said, Copper has a fantastic mobile app, although requires you're using Google Workspace, and based on your choosing between folk and Pipedrive, guessing you're using Microsoft 365 so Copper isn't an option? Or?
@@efficientapp I am just starting new, no MS365 or G-Workspace. Started a new job for a client as a freelancer, and they use HubSpot. I'd like something that I can build on and is future-proof. There is nothing worse than starting with a new app, feeding it all the info, and learning how it works until it's getting intuitive. Anyways, do I see correctly that for a decent version, folk's pricing is 40/months and copper 59/month? I would lean towards folk (without mobile apps) if they would be in the 20-25 price range for the premium version. Monthly subscription costs really add up: Google Workspace 6 or rather 12, Copper 59, if also a PM that as well, perhaps some other handy automation websites which integrate? I try to keep my overhead costs to a minimum. PM is manageable for me alone currently. A proper CRM would be needed. I used Daylite CRM for the Apple ecosystem in the past, but that's not good if ever need to collab with non-Mac users. Anyways, thank you very much for all your insightful videos. I am also trying out Arc! 😂
@@efficientapp I started all new, with no MS365 or G-Workspace. In the past, I used Daylite CRM for the Apple Ecosystem. Is it correct that folk is 40.- / month and Copper 59.-.? I would also like to automate some tasks sooner or later. Folk is amazing, but I would lean towards it if it would be half the price (for premium) without standalone mobile apps. It's my personal opinion.
@@efficientapp I started all new, with no MS365 or G-Workspace. In the past, I used Daylite CRM for the Apple Ecosystem. Is it correct that folk is 40.- / month and Copper 59.-.? I would also like to automate some tasks sooner or later. Folk is amazing but I would lean towards it if it would be half the price without standalone mobile apps. It's my personal opinion. Question: do you know if Folk has email tracking? I saw that Copper has it in the professional plan.
A bit confused here, why even need Professional with Copper, Starter would cover a lot, and Basic should get you most of the way there, Copper does email tracking on all tiers. AKA if you send an email from Gmail, it's tracked in Copper. Regarding you starting with nothing, you really need to have Google Workspace as your foundation, that's the one tool you really should not skip, as every single tool integrates with it at the core, so without it, you're going to get a broken experience everywhere. It's tough to know what would be best for you though based on your requirements and not understanding what you do for work. Folk is an easier jumping off point, if you're open to foregoing the mobile app, and it should serve your needs well. But yeah, you really do need Google Workspace to even be taken seriously when doing freelance work for example. Use a custom domain and you can literally charge more. Nothing worse than a contractor using an @gmail.com account. Confused though why you need a CRM though, just to manage this one client? Or are you doing sales for them? Sounds like they have a CRM though and might make you use it? Genuinely unsure of what you're looking for. If you're just a solo freelancer, you might get more value using a daily planner and task management tool like Motion: efficient.link/r/motion but yeah, genuinely struggling a bit to understand what you're looking to achieve here with a CRM. Folk is probably fine, just make sure you get Google Workspace irregardless.
Great video and amazing channel! I was wondering if you know about Kajabi, and if so, if you think that is a good enough CRM. Thank you for your help 🙂
Awe, thanks! This means a lot 🙌 Yes, we know quite a bit about Kajabi-it's more of a course platform though, is your goal to be selling courses? We typically wouldn't consider it a CRM, while it does have basic contact management. It won't log email correspondence and be a central source of truth for your company. Maybe you could explain a bit more about what your company does and what you're looking to get out of a CRM? As we wouldn't refer to Kajabi as a CRM is all. That would be like calling Shopify or Klaviyo a CRM for which they technically are not, they just have contact management. Which might be enough, but tough to know without far more context about your needs?
I really apreciatte you answering my comment. We are a company that sells online courses and coaching sessions. We are moving all our content to Kajabi and we don't have a CRM. We also use Google Workspace for our emails and Drives. Which CRM will you suggest us to use? By the way, thinking about using Motion as our task and proyect management tool after watching your video about it ;-) Thank you so much for taking the time to answer me.@@efficientapp
Appreciate the additional details! If you were only selling courses, then you might be able to get away with Kajabi as your CRM, that said, when you start moving into coaching sessions, especially if they are to have more than just 1, then a proper CRM could be helpful, even just for tracking the communication over email/phone over time. Heck, even for logging status updates over time. We wouldn't recommend handling that in Kajabi alone. But hey, see how far you can get maybe, as we don't recommend implementing too many new tools into a company at a time, Kajabi + Motion are a good focus for the next 3-6 months. Since you're using Google Workspace and Google Drive, then Copper would be your best bet efficient.link/r/copper - just don't want you to get overwhelmed setting too many things up as that's a mistake we've seen happen often. Bookmark this page for when you're ready and if you sign up with our link, we're happy to give you our $1,200 Copper setup course for free, the full details are here: efficient.deals/copper P.S. If you do sign up for Motion, be sure to use our link here efficient.link/r/motion to lock in the free course we're working on (more details here): efficient.deals/motion I mean you get it, you're a course company haha
Okay sooooo, we have a video coming out in a week or so that goes more into that... The thing is, it's not a CRM 🙈 it's efficient.link/r/front or efficient.link/r/missive if WhatsApp is what you're looking to have integrated. Front is more likely to integrate with another CRM though. Keep posted on our next video for a bit more of an overview.
How do you feel about Salesforce for non-profits? They offer 10 free licenses for non-profits. But my first impression is that they are A LOT, and Copper has a really nice interface. Copper does a 20% discount for non-profits
We've never understood the Salesforce for non-profits thing. If you have a 10 seat account in Salesforce, you're still too small of a team to be using Salesforce, and you'll probably have to invest $50-100K getting Salesforce set up how you need it (and your team won't even enjoy using it). Using a modern solution like Copper with technically "cost" more out of the gate, but you can set it up yourself (well, with the guidance of our course to help, free if you sign up and grab it here: efficient.deals/copper - by using our affiliate link). But yeah, if I was working at a non-profit, I'd want to use Copper over Salesforce and we'd say over the long-run, Copper will be cheaper in saved time, enjoyment, and team adoption. Definitely give it a shot: efficient.link/r/copper
@@efficientapp I'm not going to lie, that's sort of the conclusion I've been coming to. Salesforce does not seem to be a very transparent company. I have had to set up a meeting with them just to get some very basic questions answered regarding features, no doubt so I can be given the whole sales pitch shebang. If that's how it's going to be to get anything done, that's not great. And my interaction with Copper has honestly the best and most, I guess I'd say human, in my search so far. The support and ease of use is extremely appealing. Very straight-forward and no-nonsense
Ah yep, that completely and totally checks out. Copper was built for small-mid size teams, Salesforce was built for enterprises. Enterprise sales cycles are well, very sales-y, unhelpful, and long. So do you think you'll end up giving Copper a try? Hope you managed to claim our course if so! efficient.deals/copper
Thanks so much! Did you end up going with any of the CRMs in the video? And would definitely need more details haha what type of details are you looking to use it for, how are you expecting to collaborate? We use Slite eff.li/r/slite for our client portal essentially (shared knowledge-base and more). Tough to recommend though without more context about your current problems and what you'd be expecting it to do for you 🤔
@@efficientapp I'm enrolled @ General Assembly for UX, and have a project that requires me to understand CRM -- as a communication and collaboration, database tool. Your explanation was really helpful, with understanding pain points for users and how we might best serve our client. So thank you :D
Thank you for your video. For an individual creative / small business which software would you recommend for book keeping / accounts and also is there a social media posting app which would help manage multiple accounts at the same time ? Thanks in advance.
You got it! Appreciate your comment! We actually have a quiz on our site that should help answer exactly that: efficient.link/quiz What might be more helpful though is actually a software stack we put together for small businesses: efficient.app/stacks/small-business - the main gist would be efficient.link/r/quickbooks for accounting if you're a US-based business and efficient.link/r/xero if you're outside of the US. The stacks page will explain more along with other recommended tools related to accounting. Funny enough, we actually have a video filmed for social media posting apps, need to get it edited and released it seems! Haha I can help answer this though if you let us know which social media you're focused on (we'd recommend focusing more on 1-2 channels. So even if you're looking to post on 3-5 channels, what is your main 1-2 channel focus? Because you really should choose based on your main focus as some tools are better with some channels (e.g. efficient.link/r/typefully is fantastic with X and LinkedIn but doesn't support Instagram or TikTok, and in that case maybe you'd want to go with efficient.link/r/buffer - but yeah it depends, so let us know what you're focusing on!)
@@efficientapp thank you so much. Appreciate your prompt response. Absolutely love your take on apps and workflow. I agree with you, motion has been life changing. While exploring the website really helped me understand the workflow required. Can you also help with exploring a personal CRM as well ? I’m leaning on trying Folk, would you recommend something else as well? Thanks again !
Ah yes, if you're looking for something personal CRM that can grow to be some prosumer/business, then folk is your best bet (especially with this deal): efficient.deals/folk Curious if you happened to see our video on folk? efficient.yt/crm We're big big fans, sounds like a good fit for what you're describing! Be sure to use this link to sign up if you do to lock in the deal: efficient.link/r/folk And keep us posted on how it goes! Maybe on the CRM video 😉
Which tool will be the best for a furnitures sales and manufacturer business Where we need crm, orders management, project management for detailed orders explanations And may be inventory and accounting
Copper is 💯 what we'd recommend for manufacturing/sales. Inventory/accounting though, that's more ERP territory rather than a CRM. We've worked with numerous manufacturing companies and they use other software for their inventory/accounting and Copper for the rest of what you mentioned. Our Copper Crash Course was actually developed off the back-end of doing a CRM implementation for a manufacturing company. The course is $1200, but we give it away free for anyone who signs up for Copper using our link. Details here: efficient.link/deals/copper Could be perfect for you!
Awesome reviews, the best I've ever seen! I'm informed and entertained which makes boring software step through exciting and I don't go to sleep. I want to see Cooper and Motion working together, do they integrate?
Awe, this is exactly our goal! We're so happy reading this 🙏 Regarding Copper and Motion integrating, what do you specifically have in mind for what you'd want this to do? Since both Copper and Motion are built atop Google Calendar, you can enable "Sync Copper Tasks to my Google Calendar" in settings, and Copper tasks will show up as events in Google Calendar, and since Motion shows all of your Google Calendar events, you'll see those events in Motion (they won't be Motion tasks, but they will all be on one place, on your Motion calendar). One other thing you can do is use Zapier - efficient.app/apps/zapier to trigger the creation of a Motion task or project when something happens within Copper, say marking a sales Opportunity as "Won" could create a task or project within Motion. If you do end up going forward with Copper, be sure to claim our Copper course for free if you sign up with this link efficient.link/r/copper - here's the course deal that you can claim: efficient.deals/copper Are you already using Motion? Or just thinking of using both Copper and Motion? Curious if you got a chance to see our Motion setup tutorial video here that we just launched: efficient.yt/motion Hope to see you around here more!
I'll share what I'm trying to do shortly. I'll definitely signup for Cooper and Motion through your links. I've also never seen a more powerful affiliate marketing strategy than your videos. So I'll absolutely be following all your videos. You guys more than rock!
Okay you just made our week 🥹 we have felt for so long that affiliate marketing is gross for so many industries, that we're striving to be more transparent and pass along benefits to the one using our links, whether that be exclusive discounts we negotiated, course content, etc. At the end of the day, these software companies will just spend money on Facebook and Google Ads, so why not have them throw some our way via affiliate (via conversion and retention), and our focus just gets to be on creating quality content and incentivising people to use our links in a mutually beneficial way (only on software that we would actually recommend to a client, friend, or family member). Our thesis is, why can't affiliate be a win-win for all parties involved? Our competitor is essentially just Google/Facebook, which doesn't pass any benefit to the end-user. This also allows us to stay congruent with our actual recommendations. No brand can pay us to create a course, we also don't like the idea of a sponsored video (that even feels a bit off to us) but the software we use and love, we're happy to show people how we use it, so naturally the only brands that win from us are who we're actually using and loving ourselves, showing you our actual account and how we use it. Appreciate you recognizing this-we've worked hard to do it in a congruent and authentic way 🙏 Excited to hear what you end up moving forward with, and excited to see you more around the channel! 🙌
@@efficientapp Well I went out checking out all crm in many meetings and looks like Cooper with Motion is ideal for what I want to do. I found a 3rd platform that fits in well here as well for contractors, but took long hard work to find it so won't post publicly.
@@efficientapp I shared you Motion and Cooper affiliate links with this other company I'm integrating the two with. I signed up for cooper by your link. Wondering if I could swing a deal to see your cooper course?
Have written about Zoho in the comments here, but let's just say Zoho is so lackluster that we don't even feel it deserves a page on our site. Both Copper and folk are modern CRM solutions, Zoho is built as an all-in-one company that is trying to get their fingers into your entire stack (even email). Hard pass on Zoho, it's a kludgy solution, primarily focused on India, and just not something we'd recommend building your business on. Definitely give efficient.link/r/copper or efficient.deals/folk a shot instead, save yourself the hassle.
Hi, thanks for the video and the valuable advice. I have a question. We use an old accounting software that we use a lot but it doesn't have the ability to integrate with anything and it doesn't have the possibility of APIs, the only thing that comes to mind would be to interact with emails. Is there a CRM to which emails can be sent internally with documents attached (quotes, transport documents and invoices) and it reads the attachment and inserts the data into my CRM?
Hi friend 👋 glad to hear it was helpful! And so Copper will actually automatically add and organize any attached documents to an email (even if internally sent), though you'd just need to be using Google Workspace and the have the team members added to Copper as people (contacts) as well as add those people as users of Copper so Copper can read your team's email and do the automatic logging/tracking. It won't be able to dive in and specifically insert the data within the attachment to fields in the CRM though, you're talking about some next-level AI features that are probably 3-5 years away to replace the need of a human doing that 😁 That said, the attachments will at least be organized and automatically added to the CRM so you'd be able to easily access them without lifting a finger. Even better when you send any attachments externally as then it also adds those files to the people you're sending it to. If you're using Google Workspace, might as well just give Copper a shot to see if it works for you, here's a free trial: efficient.link/r/copper and if you sign up with that link, you can claim our course for free here: efficient.deals/copper
@@efficientapp Thanks so much I'll try. Yes we have google workspace so if I understand correctly there is a way to connect google work space to copper and therefore in practice when I send the quote to my client from my program (in the program it is set to send emails with the google Workspace email) does he automatically see that I sent this email to my client and connect it to his client profile?
You got it! Assuming of course that the email is indeed sending from your Google Workspace account (like it shows in your Gmail "sent" box) then exactly, it'll sync it (just add said client to the CRM). Your best bet is to give it a shot via a trial with this link and see if works: efficient.link/r/copper You'll know pretty quickly if it's doing what you need it to do. It's a built-in Google Workspace integration 👌
@GregorSchafrothAI awesome to hear! Yeah check it out for free and be sure to use our link: efficient.link/r/folk + save the promo code on the page here for a discount if you ever decide to upgrade: efficient.deals/folk Excited to hear what you think of it!
Do you have a budget and a customer champion (someone at the company that will be leading the charge, a single team member ideally?) From a budget perspective, a proper implementation will be anywhere from $8-20K+ depending on complexity. Just seeing if you have the right expectations around hiring it out is all. While we don't do this anymore, I do have a few contacts that do, and just checking on pricing expectations to see if it's worth making an intro. Feel free to visit the site: efficient.app and shoot a message through the contact chat in the bottom-right corner if you're thinking in the right realm and I can make an introduction 👌
That’s within our budget, I’d like to build something based on PD with integrations to resolve some complicated sales follow up processes, and project management that doesn’t really fit inside of what PD projects can solve independently.
Got it! Yeah, shoot us a message from our site: efficient.app and we can respond 👌 Regarding the project management side of things, we don't often recommend trying to use a CRM for your project management. Have you tried checking out a tool like efficient.link/r/motion for that? Here's a full video on it: efficient.yt/motion
Actually have a video coming out on some tools that integrate well with WhatsApp, although that actually aren't CRMs 🙈 haven't found a great CRM that also integrate well with WhatsApp, often better using a tool like efficient.link/r/front to integrate with WhatsApp, and not worry as much about every single WhatsApp message syncing over to your CRM, as it would get a bit messy with a LOT of communication in the CRM, adding quite a bit to sift through. If you're a small team, you can consider efficient.link/r/missive instead, although again, just be super mindful on how useful it would truly be having all interactions from WhatsApp in your CRM. What industry do you work in?
We're fans of Attio, but there's definitely asterisks to using it. Can you dive a bit more deeply into the size of your team, industry, and what you're looking to get out of your CRM? Happy to help guide you in the right direction if you include some additional details. Have wanted to add Attio to the site: efficient.link/crm - haven't quite gotten there yet. It's minimal and modern, a bit less integrations than you'd get from that of Copper and Pipedrive, but a pretty good alternative. Again, more details and what you're looking to get out of it and we can advise a bit better!
Really helpful thank you. Looking for a CRM for a solo business that links with my Shopify store and helps keep track of my social media interactions at a reasonable cost is seeming difficult. I sell a product service. Which leaves me in a strange niche. So thank you
Glad this helped! We don't specialize in the e-commerce space specifically so hard to say what would be best. But being a productized service businesses + solo founder, would recommend starting with folk as it will probably do most of what you need for tracking contacts, creating deals, etc: efficient.link/r/folk
We're fans of Attio, but there's definitely asterisks to using it. Can you dive a bit more deeply into the size of your team, industry, and what you're looking to get out of your CRM? Happy to help guide you in the right direction if you include some additional details. Have wanted to add Attio to the site: efficient.link/crm - haven't quite gotten there yet. It's minimal and modern, a bit less integrations than you'd get from that of Copper and Pipedrive, but a pretty good alternative. Again, more details and what you're looking to get out of it and we can advise a bit better! P.S. They have a referral link to sign up here (which might get us a hat or something eventually haha): efficient.link/r/attio
Just myself and a VA for now, growing an email marketing agency and a sender reputation monitoring service. Mainly I want something that will let me create my own structure. I’ve found most CRMs I’ve tried too rigid. I’m not looking for highly automated email sequences. I need something that makes it easy to add and keeps all the information about people I come across and reminds me to get in touch as well as manage a sales process if we end up working together. A combo of CRM and PRM in a way. I tried building it in Airtable, Notion, and even Logseq and Tana. I try too many tools 😂
Haha ah okay, yes yes yes, completely and totally understand where you're coming from, and also know intimately well why Notion and Airtable break apart with what you're trying to do. The truth of the matter is that based on what you're describing, Attio sounds like it'd be a bit overkill for you. folk is probably a much better option for what you're describing. Have you given it a shot? Maybe try it: efficient.link/r/folk and here's a coupon code as well to get a discount: efficient.deals/folk (just need to make sure you use the link to sign up in order for it to work) Folk will feel like Airtable and Notion, but will have more of the core CRM functionality at the core, it's also more flexible than many other CRM options which are a bit more structured. With Attio, you're going to be at a higher cost per user, and it is definitely trying to take on more of the traditional CRM structure, so don't be surprised if you quickly start paying $60-100/user/mo to be unlocking things. I want to love Attio, but every time we compare it to folk, folk just comes out with a better value and functionality for money for individuals and small teams. Maybe start with folk, and if it genuinely doesn't work for you, then give Attio a shot, but I don't think Attio will genuinely solve anything that folk doesn't do for you, if that makes sense?
Ah okay, so we've given this quite a bit of thought, the decision to not include Monday was intentional. Here's why ⤵️ Monday started off as a project management tool and in an effort to gain more market share expanded into building a CRM. They are not a CRM first and foremost, we see them as trying to do too much, an all-in-one tool. Monday as a CRM was an after thought for the company, and more so a way to keep folks on their eco-system and integrate more deeply with the PM side of their tool. Here is our Monday review on our site (we focus mainly on the PM component but also cover touch on our all-in-one/CRM aspects): efficient.app/apps/monday All the tools mentioned in this video are CRM's that were built to be CRMs first and foremost and that's what they do best and why we recommend them. Hope this helps!
Thanks for the reply :) Agree that specialized products often outperform generalized ones, but would've been helpful to hear/read specifically where Monday falls short relative to the CRMs you guys recommend. (Is it lack of integrations? poor reporting? workflow automation complexity? etc.) Not affiliated with Monday btw, just have had it recommended and seemed like a cheaper option. Overall find your content helpful, keep posting 👍 @@efficientapp
Totally understand wanting a more detailed review, but with Monday being a project management software first and foremost, not a CRM, it's just not something we'd review deeply on this channel/our website as it doesn't meet the criteria bar for something we're open to recommending/deeply evaluating (which in and of itself should be a red flag). We'd put it in the category of Zoho CRM, or Zendesk Sell or Freshworks CRM (tools we won't recommend or deeply evaluate as they aren't contenders in our eyes). We write a bit about that here: efficient.app/post/best-crm-for-small-business (just do a CMD + F for Monday to bring you to the spot on the page where we write about it).
Curious, how big is your practice? What are your top 3 needs? We can make a better recommendation from understanding a bit more about what you're looking for!
@@efficientapp A 20 years old dental clinic serving in Turkey. we have only one branch. We want to store patient data and make marketing and sales through crm. what we want to do - send automatic whatsapp messages and e-mails to patients. - Sending automatic mail and whatsapp messages on birthdays. -Remind an appointment with a message -To automatically transfer the data of the people who fill out the appointment and newsletter form on the website to the crm. -To automatically transfer data from form advertisements to crm.
oh gosh, stay away from Zoho. There's a reason why we don't even cover them on our site or this channel. Their tool is a mess, and a trying to do too much at once. Stay. Away.
Honestly, I look at Folk and see NO SMS or telephone integration. How can a CRM ignore texting and phone calls??? It's not even in their integrations. Recommending this CRM without addressing two major forms of communication makes me question why you are recommending it? Or do you need a separate CRM to communicate verbally and via Text and somehow Sync them together?
Hey Rene, it depends on what type of business you have, but you'll definitely want to use a separate VoIP service like Aircall: efficient.link/r/aircall which has native integrations with Copper: efficient.link/r/copper folk is our recommendation for individuals and smaller teams. Needing a VoIP (SMS/telephony integration) is definitely more of a business feature need (e.g. Copper + Aircall). There's not a single CRM in the market that natively integrates well with your phone and SMS, because there aren't proper API's available, especially if you're using an iPhone. Any that say they integrate with your phone natively is an incredibly limited and sub-par integration. Copper even technically has this, but it's nowhere near what you get with using a proper VoIP. But yeah, if VoIP integration is important to you, then pick a business CRM (not folk), efficient.link/r/copper would be a good fit, do be sure to claim the free course by signing up for it here though in giving it a shot: efficient.deals/copper We personally use Dialpad with Copper (to get VoIP & SMS synced), but had to invest a lot into a custom integration, so while we recommend Dialpad on our site: efficient.app/best/voip - we recommend Aircall if you're looking for something more hands-off and seamlessly integrated: efficient.link/r/aircall I will say though that the biggest issue we've seen teams faced with is actually getting their team to use a VoIP instead of them naturally wanting to just use their personal phone. You're NEVER going to get your teams personal phone/SMS properly integrated with a CRM, you MUST all be using a standalone VoIP. Hope that makes sense.
@@efficientapp Thanks for the reply. Copper ($59 to be able to use Aircall + Aircall - requiring 3 licenses...ugh!) ends up being around $200 for a single user. Kinda crazy...
Yep, but again, typically it's businesses/teams that need SMS & VoIP integration, because if you're the sole person in the business, you probably have a better grasp on what is happening with conversations. Maybe give efficient.link/r/justcall a shot, do they also have a 3 seat minimum? If you don't mind your actual SMS message texts being logged and just want to know a text was sent or phone call was made, you might be able to get away with just using Copper with your phone as they have done their best to integrate it, but again, with no good APIs available on iOS or Android, you're not going to get what you'd hope: efficient.link/r/copper
As a CRM? ClickUp isn't a CRM, but you can watch a review comparison video of ClickUp here to see how we review it as a project management tool: efficient.yt/pm
I'm from Brazil and the only factor that prevents me from distributing Copper CRM is the fact that I don't have the option to insert products and this is very important. It ends up being a more service-oriented system, unfortunately
Ah, totally understand! What kind of products do you sell? Is it B2B or B2C? One of our customers sells used medical equipment and they use Copper for their sales + customer relations, and Airtable for inventory, price per unit, wholesale, retail, etc. Their average invoice has less than 6 products though, so it's manageable. They have line items in Copper for the Items + Price + Quantity and this is integrated with their Quickbooks Online and they can automatically generate draft invoices from Copper. But if you're selling hundreds of products, thinking you might need something more like an ERP.
@@efficientapp thank you very much Which ERP do you recommend? I'm using Flowlu (test period) and I got the most complete experience I've ever seen. Remembering that I don't bill anything through the app, I only use the product fields to maintain an organized pipeline and have reports
@@efficientapp thanks Any ERP suggestions? Since you will not invoice the products, you will only manage the opportunities, tasks, projects, etc. It's more about managing opportunities. So far the best I found was Flowlu
Apologies, we haven't gone too deep on ERP solutions as that gets into a whole can of worms. That category alone is a lot to cover. We've evaluated Flowu though and felt like it was trying to be too many things in one. It's trying to be a project management tool, CRM, and many other things as well. When it comes to ERP, we're larger proponents of focusing on the most important needs of a business. That might be Project Management, CRM, or Inventory Management, and then picking the best tool for the job that solves 80% of the highest priority pain-point/need. And then string together a couple or few tools to get the remaining 20% complete, versus going the all-in-one ERP path. With a traditional ERP you're really just getting a super heavy and unopinionated tool that is trying to be all things to all people, when there are actually better solutions for the areas that would solve your problem at hand better. For example if you need a CRM, but you need a CRM that handles products better, maybe something like efficient.link/r/hubspot would actually be a better solution, versus going for the tool that is also trying to be a full-fledged project management tool as well. Does that help at all?
We don't really review enterprise software much at the moment. Microsoft Dynamics 365 is an incredibly dated CRM that companies are typically using because they've been using it for a decade prior. If you're a newer company considering CRM solutions or a team of less than thousands of employees, no, you shouldn't be using Microsoft Dynamics 365, there are far better options available on the market and there's very little that D365 has going for it. Not all that fun covering a tool like that as we'd simply never recommend it for a team to use.
Haha nonono, thank YOU for being someone that actually understands this! We've got to hand it to Notion and Airtable marketing though for somehow convincing people that they can do everything for everyone. We now just need to help people understand why they shouldn't be taking this at face value. It probably falls square into the "if it sounds too good to be true, it probably is". No single tool on the market does all things to all companies. And an all-in-one tool cannot simply "cover" the CRM space for your business, when the CRM space as a whole is a $100b+ industry, with fully dedicated standalone CRM products competing like Copper, Salesforce, HubSpot and others. But no, Notion and Airtable "do" CRM as if it's a quick and simple add-on. Not how that works 😅
Hi again through a different YT profile, lol -@@efficientapp - this is the dang truth! 👏👏 I would be so curious to know your tool suggestions for the proposal -> SOW -> invoicing -> billing part of B2B business cycles. For now I'm scouring your site, but this seems to be an area where it would be great to have easy integrations or workflows between Copper and the pricing + payment side. Keep it up, y'all are giving us realness.
Haha hey other Laura, awesome to have both sides of you here! 😁 Okay, so this is definitely a bit more difficult to get "right" without going an all-in-one tool (which are horrrrribbllleeee, so it's not worth it). The exact stack that we've used for this process has been: 1. efficient.app/apps/copper (CRM) 2. efficient.app/apps/pandadoc (One-off SOW + Invoice Payment) 3. efficient.app/apps/harvest (Time Tracking + Billing + Recurring Invoicing/Invoicing based on time tracked) Natively Copper and PandaDoc do integrate together: efficient.link/integrations/copper-pandadoc That said, only recommend going that path if you really need more custom and detailed SOW/proposals. PandaDoc also allows you to collect payment via Stripe, PayPal, and even ACH. And then finally Harvest, while it doesn't integrate natively with Copper, you can pretty easily use efficient.app/apps/zapier to make it so marking an opportunity as "won" in Copper creates a client + project + invoice in Harvest if you'd like. You can even have Harvest auto-sync over invoices and payments to efficient.app/apps/quickbooks so that your accounting software is reconciled (native integration). This is what we've specifically used ourselves for the past going on 13 years 😅 still haven't been able to find a better time tracking + invoicing software than Harvest, re-evaluated the solution every 6 months and still sitting on it now. So I'd just ask how important it truly is to have say "Copper + Harvest integrated" and what exactly that means or looks like for you? If you're doing over 20 individual invoices/mo, I can totally understand that, but at a smaller scale (e.g. we were only really selling a small handful of new customers each month, such that manually adding them to Harvest wasn't a big deal). Though since we were an integration company, we did integrate Copper + Harvest for the heck of it because why not. (Do make sure to use the deals page to claim all the discounts if you want to give Harvest a shot) efficient.deals/harvest Maybe we should do a live stream one of these days and show people how to use something like Zapier to accomplish some of these things (e.g. integrate Copper + Harvest via a custom integration, as it's really not super tough). If you want us to do a live stream, definitely let us know here: efficient.chat/live Anyway, hope this helps (somewhat), and thank you for trying to use our site to help you find this information out-we'll do better in time! 🙏
I wouldn't say it's OP, we've written about it on our site here: efficient.app/apps/close Close focuses heavily on super sales-focused companies that want VoIP auto-dialing as part of their outreach strategy. While we're impressed by natively integrated VoIP features, it also comes with many drawbacks, and feels like more spammy features, plus it feels a bit outdated overall. The article goes more into all of that though. But for those reasons, we did not decide to feature it in the best CRM for small teams. It's a good CRM for a very specific use-case, not the general business that we're speaking to here though.
@@efficientapp probably just works for me better as lead generation agency, the features (specially the Smartviews) just what makes our operations smooth and how advance the Custom Activities is which make automations, and everything so advance that helps productivity for moving the prospects and leads further down the pipeline quicker.
UI and UX works better for me as well. Anyways likewise Pipedrive and Copper is still would be my placer after Close, I would still lean towards Pipedrive though even if I'm using Google
Glad you found something that works for you! That said, why would you lean toward Pipedrive if you're on Google Workspace? We've implemented both Copper and Pipedrive into dozens of businesses, and Pipedrive has some pretty frustratingly lacking features that Copper has out of the box (if you're using Google Workspace). Care to explain? Would be curious to know what specifically stands out for you there?
@@efficientapp native integrations. Both Pipedrive and Copper is ease to use... Not sure what Pipedrive lack from Copper, I seem to see Pipedrive as Copper but more atm. 😅
Is that because we have an opinion unlike other CRM videos that are unopinionated? 😅 We weren't compensated in exchange for making this video and none of the companies talked about had any idea we were making this video. We'd rather have full creative control and to share our opinions bluntly than to be paid in exchange for a video. That said, clearly something made you feel otherwise, curious as to what that might have been? Also, if you could get 3 competing CRM's on the market to pay for a video makes sense how exactly? I'm sure Copper doesn't like we're recommending folk, and folk doesn't like that we're recommending Copper as our #1, and I'm sure that Pipedrive doesn't love that we are saying to use Copper and folk instead if you're using Google Workspace and not Microsoft 365. But that's just a theory, a CRM THEORY!
Our channel is geared toward small teams and businesses, for which we feel strongly no business should be using Notion as their CRM if they are a business especially. That said, one of the recommendations in the video, eff.li/r/folk does indeed have a free tier and is a far better foundational CRM than Notion will ever be. If you're looking for a personal CRM then you're on the wrong channel because the truth of the matter is we'll never cover them because most all personal CRM solutions are quite awful. A solution in need of a problem. Business CRMs are actually solving clear problems that a business faces. If your goal is to not pay anything for a tool that is meant to be the foundation of your business, for which your team will rely heavily on and build up IP for your team, then we think you're thinking about business, well... not in the right way 😅
You’ll find all of our software reviews are opinionated, there are enough channels that will evaluate tools, go through all the features and say “at the end of the day, choose what’s best for you!”. We don’t want to be that channel, we’ve been consulting with businesses for over a decade, have implemented CRMs into more businesses than we can count, so yeah, you bet we’re biased & super opinionated 😄 In fact, here you go: efficient.link/yt/biased Now that this is out of the way, which CRM are you leaning towards using? 👀
While technically yes, it's not going to be the most seamless migration, there's likely also to be activities and emails lost in the migration as those don't transfer. How large is your business currently and in what industry? If you think you might outgrow Folk, we'd honestly recommend just starting out with Copper if even on the lower tier: efficient.link/r/copper + you will lock in a $1,200 course for free if you do that which you can claim here: efficient.deals/copper
@@efficientapp Thank you for the advice! I will go with Folk and keep it as it is as this particular B2B business of mine will not grow exponentially. On the other hand, I am planning to use Omnisend for my ecommerce business built on Bigcommerce platform as I forsee an explosive grow. Thank you once again!
Experimenting giving away our $1200 Copper Crash Course for FREE if you sign up for Copper: efficient.link/deal/copper
Might take this down 😅 that said! What CRM are you using, and do you agree with what we have to say? 🤔
Still unsure? *Take Quiz*
For personalized software recommendations:
↳ efficient.link/quiz
I thought maybe Salesforce rank's first because it is the world's big crm I think like that 😅
Thanks again
Course my friend! Hope to see you around in the future!
can you guys compare Dex vs Clay?
Started in Notion to get my foundation straightened out, synced to Airtable, now imported into Copper and 2-way synced to Airtable - it’s been a long road but I can’t thank you both enough 🙏 The hardest part was the transformer lookup for Contact Type and Country as Copper wants/outputs them as id numbers and two digit country codes while I wanted full country name and didn’t have the id numbers. Wanted to go with a data store in Make but opted for a Lookup Table in Zapier after watching your vids. Now I’m looking to package this all up internally with weweb or glide to mix in with our Xero stack. It’s been a long road 🤣
Wowowow, okay that's a LOT, well done though! Very well done! I must ask though, how did this video help you think of using a Lookup table in Airtable 🕵️♂️ that's a smart move though! Sounds like an awesome product you're building over there via no code! 👏👏👏
As always, a very clear and informative video. Brings a lot of clarity to those looking for a CRM without drowning in a sea of options. Keep up the good work my friends!
Awe, thanks friend! We so much appreciate your support 🫶 this means a lot as it's exactly what we were going for! So happy to hear it landed, we put a lot into this one 🥹
@@efficientapp Absolutely 🙌!!
Excellent video. Content, editing, etc. When I get to the crm stage, I'll DEF look into these. As a daily notion user for 3 yrs, I'm past tired of hearing "It does everything!" smh I love being educated on what SHOULD be used
Awe, this comment made our day-appreciate your open-mindedness here, and we do like Notion, just more on the knowledge base side of things, so we're glad to hear this could help when you eventually move to needing a CRM 🔥🔥 thanks for your comment and for being here my friend 🙏
I found this helpful.
I was thinking about using a Zapier integration + Notion, but it is clearly not the right choice. Thank you.
Awesome to hear! And yeah, as much as we love Zapier (we use it for a lot), there are just areas that it wasn't built or meant for, and this type of integration is one of them. Even if you could get a solid 1-way sync going in, to do it properly you really should have each email be added as a separate Notion/Airtable database item, and referenced in, connecting to the people it was sent to and from on your team.
That might work with hundreds of emails for a bit, but the average business sends/receives hundreds of thousands of emails, which would completely overload both tools in even just a year, plus cost a crazy amount to Zapier/Make. Not to mention, if someone changes their email address (as people often do), you need to make sure that's updated immediately, whereas a tool like Copper will go in and retroactively pull emails if you update/add a second or third email address for a person. Good luck trying to build something like that in Notion 😅 it's just flawed on so many levels.
It's so true that building a CRM with Notion is a huge waste of time as soon as you have even the slightest bit of complexity. CRMs force you to follow some sort of process while everyone does whatever they want with Notion even when you take the time to build a process out.
I like the editing too, very good video
Yesssssss, when scaling out say Notion as a CRM to a team, good luck on training them 😅 good CRM's have opinionation and guardrails, using a tool like Notion just allows for far too much to go wrong when scaling. Appreciate your comment! 🙏
I think after watching this, I’m going to check out folk for my personal use. Great presentation!
Glad to hear! Yeah, there's a lot of personal CRM's on the market, and we feel that folk is a great balance between being affordable and having the basic B2B functionality that all the other personal CRM's on the market seem to lack. Great choice and hope it works well for you! 🚀
Be sure to use our link to sign up and promo code for a discount if you ever do end up upgrading 🙌 efficient.link/deal/folk
Enjoy!
We use Copper to manage our investments within a pipeline, dealflow, and all the relationships involved, has been working great! Was using Airtable before finding Copper.
It works great for any relationship-focused business, VC is one of the most relationship-focused businesses of them all 🔥 if you're a smaller VC firm/angel investor, we can see folk being a great fit for getting started, but totally see where Copper makes sense at your size!
This is probably one of the best videos out there comparing CRMs 👏
This is probably one of the best comments out there 🥹🥲🙏
Searching everywhere for just the right startup agency tool. Folk fit just right for me, Thank You!
Awesome to hear! How big is your team?
Be sure to use the code to get a discount if you end up moving to a paid tier 👏 efficient.deals/folk
I'm so glad I found this video. I'll definitely be checking out Folk. THANK YOU.
Awesome to hear and glad we could help! Definitely be sure to use this link to sign up efficient.link/r/folk - it'll allow you to use the discount promo code we have listed here if you do decide to purchase a paid tier in the future: efficient.deals/folk
Excited to hear how this goes for you!
OMG! thank you so much i got frustrated building my CRM on Airtable from scratch for my team to make it perfect and it's never does plus i spend 2 freaking weeks of my time and got lost with thousands of automations, thank u for your advice i will gave copper a try cheers 🎉
Ah yes! Can 10000% relate to this! It's so tough to get team adoption with Airtable as a CRM as well.
Did you happen to use our affiliate link to sign up for Copper here: efficient.link/r/copper - I ask because if you did, you can claim the paid Copper crash course we have for free here: efficient.deals/copper but it requires that you used our link to sign up.
Curious to hear what you think about Copper!
Not yet because I watched your video from my iphone but i will make sure to sign up using your affiliate link lol and yes I'm interested about the free course, thanks again 😊@@efficientapp
I'm not sure if that true but i found a lot of bad reviews on them@@efficientapp
Sorry, what do you mean? We've been using Copper and implementing it into businesses of all sizes for over 7 years now. A CRM is as good as you implement it (and use it). From a foundation standpoint, they have the deepest Google workspace integration of any other CRM on the market. What is at that people are saying negatively about them?
I'm so glad I found this video. Thank you for explaining the different options, it really helped me pick the best solution for my small business. I happily used your affiliate link. :)
Ah! Just saw your other comment, stoked to hear 🙌 curious what type of business you have and how many team members? Always fascinated to learn more about what types of businesses connect with the software we're recommending! Sounds like you're making a great choice, congrats on investing in your business with a CRM, it's one of the most important tools you can put in place 💯
LOVE THIS CHANNEL
Okay this is so sweet, we appreciate your support my friend 🥹🥲
Great video packed with a ton of useful information; thanks so much!
Awe, amazing! So happy to hear this 🙌 which CRM did you end up going forward with? Curious how big your team is and what you'd be using it for? 👀
This was really helpful. With a small team and Microsoft 365 , would you still advise folk or pipedrive ?
That's genuinely a tough call, need more details to be honest. Any chance you can go into more detail about:
1. Your team size (how small is small)
2. What type of company
3. What are you intending to use it for and what other software do you rely on?
4. What have you tried thus far and how has it gone?
5. How big are you looking to grow team-size wise over the next 3-5 years?
Pipedrive has more native integrations and a more robust API, so if you rely on other software heavily, it's more likely to integrate with Pipedrive than folk (but don't over-value a sub-par integration just because it exists, again, without knowing more about the above 5 questions it's a tough call).
Happy to dive in further of you provide more details.
If you do the up signing up for Pipedrive, here's a link: efficient.link/r/pipedrive/conversion
And if folk, here's a link and discount:
efficient.deals/folk
Which of them syncs/integrates better with gSheets &/or Notion? Which of them offers ios app?
Copper and Pipedrive both have iOS apps (Copper if a bit more modern). Folk has a mobile friendly website, so you can use it in the browser.
Copper has deep Google Workspace integration, Google Sheets is part of Google Workspace, so you can use their gSheets sync tool. None natively integrate with Notion (not 100% sure what you'd even want the integration there to do, but you could build something with Zapier).
Based on what you're saying, it sounds like Copper would be your best fit.
If you do give it a shot, definitely be sure to sign up for Copper here so you get our $1,200 course for free: efficient.link/deal/copper
I'd recommend just trying out their free trial here: efficient.link/r/copper
Curious how it goes for ya!
I don’t need a CRM, but if I did this is the video that I would turn to for recommendations!
Awe, thanks so much for the comment, this is so motivating to hear! 🙌
Folk seems like a no-brainer for my soloprenuer business. In my product space the lines are going to blur a lot between people who are are users, fans, content creators, partners and possibly investors as I'm looking at building a community for my product before I begin to upsell in earnest in 2025. I'm a software engineer who has no experience with CRM's and the last time I tried to sell something was a part-time college job in 1994! Folk seems so much less intimidating! Thanks!
Love it! That's awesome to hear, and we agree! If we were to be starting our journey in the CRM space now, folk would for sure be where we started as well.
Awesome to hear this was helpful! Be sure to claim the folk discount and use our link to lock in the discount (unfortunately they won't let you use the promo code in the future unless you sign up with our link as they are tied together): efficient.deals/folk
Excited to hear how it goes for you!
Incredible video. Informative, clear and helpful. Thank you.
Awe, amazing to hear! Which did you end up moving forward with, if any? And what type of business/use-case are you going after?
Thank you for the great review. I really love it. I started my research with HubSpot and Pipeline and stumbled upon Folk and Copper via your video. Now, I'm deciding between Folk and Pipedrive for a current one-man show. But I just realized that there is no dedicated iOS and iPadOS (mobile) app for Folk. That is, these days, a big no-no for me. I wonder how to use it on the go via browser?
Good point, I mean it works on mobile web, but of course it's never going to be as good as a standalone app. Your best bet honestly is to just sign up for a free trial and give it a shot. efficient.link/r/folk
That said, Copper has a fantastic mobile app, although requires you're using Google Workspace, and based on your choosing between folk and Pipedrive, guessing you're using Microsoft 365 so Copper isn't an option? Or?
@@efficientapp I am just starting new, no MS365 or G-Workspace. Started a new job for a client as a freelancer, and they use HubSpot. I'd like something that I can build on and is future-proof. There is nothing worse than starting with a new app, feeding it all the info, and learning how it works until it's getting intuitive. Anyways, do I see correctly that for a decent version, folk's pricing is 40/months and copper 59/month? I would lean towards folk (without mobile apps) if they would be in the 20-25 price range for the premium version. Monthly subscription costs really add up: Google Workspace 6 or rather 12, Copper 59, if also a PM that as well, perhaps some other handy automation websites which integrate? I try to keep my overhead costs to a minimum. PM is manageable for me alone currently. A proper CRM would be needed. I used Daylite CRM for the Apple ecosystem in the past, but that's not good if ever need to collab with non-Mac users. Anyways, thank you very much for all your insightful videos. I am also trying out Arc! 😂
@@efficientapp I started all new, with no MS365 or G-Workspace. In the past, I used Daylite CRM for the Apple Ecosystem. Is it correct that folk is 40.- / month and Copper 59.-.? I would also like to automate some tasks sooner or later. Folk is amazing, but I would lean towards it if it would be half the price (for premium) without standalone mobile apps. It's my personal opinion.
@@efficientapp I started all new, with no MS365 or G-Workspace. In the past, I used Daylite CRM for the Apple Ecosystem. Is it correct that folk is 40.- / month and Copper 59.-.? I would also like to automate some tasks sooner or later. Folk is amazing but I would lean towards it if it would be half the price without standalone mobile apps. It's my personal opinion.
Question: do you know if Folk has email tracking? I saw that Copper has it in the professional plan.
A bit confused here, why even need Professional with Copper, Starter would cover a lot, and Basic should get you most of the way there, Copper does email tracking on all tiers. AKA if you send an email from Gmail, it's tracked in Copper.
Regarding you starting with nothing, you really need to have Google Workspace as your foundation, that's the one tool you really should not skip, as every single tool integrates with it at the core, so without it, you're going to get a broken experience everywhere.
It's tough to know what would be best for you though based on your requirements and not understanding what you do for work. Folk is an easier jumping off point, if you're open to foregoing the mobile app, and it should serve your needs well. But yeah, you really do need Google Workspace to even be taken seriously when doing freelance work for example. Use a custom domain and you can literally charge more. Nothing worse than a contractor using an @gmail.com account.
Confused though why you need a CRM though, just to manage this one client? Or are you doing sales for them? Sounds like they have a CRM though and might make you use it? Genuinely unsure of what you're looking for.
If you're just a solo freelancer, you might get more value using a daily planner and task management tool like Motion: efficient.link/r/motion but yeah, genuinely struggling a bit to understand what you're looking to achieve here with a CRM. Folk is probably fine, just make sure you get Google Workspace irregardless.
Great video and amazing channel! I was wondering if you know about Kajabi, and if so, if you think that is a good enough CRM. Thank you for your help 🙂
Awe, thanks! This means a lot 🙌
Yes, we know quite a bit about Kajabi-it's more of a course platform though, is your goal to be selling courses? We typically wouldn't consider it a CRM, while it does have basic contact management. It won't log email correspondence and be a central source of truth for your company.
Maybe you could explain a bit more about what your company does and what you're looking to get out of a CRM? As we wouldn't refer to Kajabi as a CRM is all. That would be like calling Shopify or Klaviyo a CRM for which they technically are not, they just have contact management. Which might be enough, but tough to know without far more context about your needs?
I really apreciatte you answering my comment. We are a company that sells online courses and coaching sessions. We are moving all our content to Kajabi and we don't have a CRM. We also use Google Workspace for our emails and Drives. Which CRM will you suggest us to use? By the way, thinking about using Motion as our task and proyect management tool after watching your video about it ;-) Thank you so much for taking the time to answer me.@@efficientapp
Appreciate the additional details! If you were only selling courses, then you might be able to get away with Kajabi as your CRM, that said, when you start moving into coaching sessions, especially if they are to have more than just 1, then a proper CRM could be helpful, even just for tracking the communication over email/phone over time. Heck, even for logging status updates over time.
We wouldn't recommend handling that in Kajabi alone. But hey, see how far you can get maybe, as we don't recommend implementing too many new tools into a company at a time, Kajabi + Motion are a good focus for the next 3-6 months.
Since you're using Google Workspace and Google Drive, then Copper would be your best bet efficient.link/r/copper - just don't want you to get overwhelmed setting too many things up as that's a mistake we've seen happen often. Bookmark this page for when you're ready and if you sign up with our link, we're happy to give you our $1,200 Copper setup course for free, the full details are here: efficient.deals/copper
P.S. If you do sign up for Motion, be sure to use our link here efficient.link/r/motion to lock in the free course we're working on (more details here): efficient.deals/motion
I mean you get it, you're a course company haha
What’s the best crm to integrate whatsapp interactions into the contact detail pages & to interact directly from inside the crm ui using whatsapp?
Okay sooooo, we have a video coming out in a week or so that goes more into that... The thing is, it's not a CRM 🙈 it's efficient.link/r/front or efficient.link/r/missive if WhatsApp is what you're looking to have integrated.
Front is more likely to integrate with another CRM though. Keep posted on our next video for a bit more of an overview.
How do you feel about Salesforce for non-profits? They offer 10 free licenses for non-profits. But my first impression is that they are A LOT, and Copper has a really nice interface. Copper does a 20% discount for non-profits
We've never understood the Salesforce for non-profits thing. If you have a 10 seat account in Salesforce, you're still too small of a team to be using Salesforce, and you'll probably have to invest $50-100K getting Salesforce set up how you need it (and your team won't even enjoy using it).
Using a modern solution like Copper with technically "cost" more out of the gate, but you can set it up yourself (well, with the guidance of our course to help, free if you sign up and grab it here: efficient.deals/copper - by using our affiliate link).
But yeah, if I was working at a non-profit, I'd want to use Copper over Salesforce and we'd say over the long-run, Copper will be cheaper in saved time, enjoyment, and team adoption. Definitely give it a shot: efficient.link/r/copper
@@efficientapp I'm not going to lie, that's sort of the conclusion I've been coming to. Salesforce does not seem to be a very transparent company. I have had to set up a meeting with them just to get some very basic questions answered regarding features, no doubt so I can be given the whole sales pitch shebang. If that's how it's going to be to get anything done, that's not great. And my interaction with Copper has honestly the best and most, I guess I'd say human, in my search so far. The support and ease of use is extremely appealing. Very straight-forward and no-nonsense
Ah yep, that completely and totally checks out. Copper was built for small-mid size teams, Salesforce was built for enterprises. Enterprise sales cycles are well, very sales-y, unhelpful, and long.
So do you think you'll end up giving Copper a try? Hope you managed to claim our course if so! efficient.deals/copper
Excellent video! By chance...any insight for client portals for agencies? ;-)
Thanks so much! Did you end up going with any of the CRMs in the video?
And would definitely need more details haha what type of details are you looking to use it for, how are you expecting to collaborate? We use Slite eff.li/r/slite for our client portal essentially (shared knowledge-base and more).
Tough to recommend though without more context about your current problems and what you'd be expecting it to do for you 🤔
helpful video!
Awe, so glad to hear! What did you end up going with?
@@efficientapp I'm enrolled @ General Assembly for UX, and have a project that requires me to understand CRM -- as a communication and collaboration, database tool. Your explanation was really helpful, with understanding pain points for users and how we might best serve our client. So thank you :D
Thank you for your video. For an individual creative / small business which software would you recommend for book keeping / accounts and also is there a social media posting app which would help manage multiple accounts at the same time ?
Thanks in advance.
You got it! Appreciate your comment! We actually have a quiz on our site that should help answer exactly that: efficient.link/quiz
What might be more helpful though is actually a software stack we put together for small businesses: efficient.app/stacks/small-business - the main gist would be efficient.link/r/quickbooks for accounting if you're a US-based business and efficient.link/r/xero if you're outside of the US. The stacks page will explain more along with other recommended tools related to accounting.
Funny enough, we actually have a video filmed for social media posting apps, need to get it edited and released it seems! Haha
I can help answer this though if you let us know which social media you're focused on (we'd recommend focusing more on 1-2 channels. So even if you're looking to post on 3-5 channels, what is your main 1-2 channel focus? Because you really should choose based on your main focus as some tools are better with some channels (e.g. efficient.link/r/typefully is fantastic with X and LinkedIn but doesn't support Instagram or TikTok, and in that case maybe you'd want to go with efficient.link/r/buffer - but yeah it depends, so let us know what you're focusing on!)
@@efficientapp thank you so much. Appreciate your prompt response.
Absolutely love your take on apps and workflow.
I agree with you, motion has been life changing. While exploring the website really helped me understand the workflow required.
Can you also help with exploring a personal CRM as well ?
I’m leaning on trying Folk, would you recommend something else as well?
Thanks again !
@@efficientapp looking forward to the social media management app !! 🙌
Ah yes, if you're looking for something personal CRM that can grow to be some prosumer/business, then folk is your best bet (especially with this deal): efficient.deals/folk
Curious if you happened to see our video on folk? efficient.yt/crm
We're big big fans, sounds like a good fit for what you're describing! Be sure to use this link to sign up if you do to lock in the deal: efficient.link/r/folk
And keep us posted on how it goes! Maybe on the CRM video 😉
Which tool will be the best for a furnitures sales and manufacturer business
Where we need crm, orders management, project management for detailed orders explanations
And may be inventory and accounting
Copper is 💯 what we'd recommend for manufacturing/sales. Inventory/accounting though, that's more ERP territory rather than a CRM.
We've worked with numerous manufacturing companies and they use other software for their inventory/accounting and Copper for the rest of what you mentioned.
Our Copper Crash Course was actually developed off the back-end of doing a CRM implementation for a manufacturing company. The course is $1200, but we give it away free for anyone who signs up for Copper using our link. Details here: efficient.link/deals/copper
Could be perfect for you!
Awesome reviews, the best I've ever seen! I'm informed and entertained which makes boring software step through exciting and I don't go to sleep. I want to see Cooper and Motion working together, do they integrate?
Awe, this is exactly our goal! We're so happy reading this 🙏
Regarding Copper and Motion integrating, what do you specifically have in mind for what you'd want this to do?
Since both Copper and Motion are built atop Google Calendar, you can enable "Sync Copper Tasks to my Google Calendar" in settings, and Copper tasks will show up as events in Google Calendar, and since Motion shows all of your Google Calendar events, you'll see those events in Motion (they won't be Motion tasks, but they will all be on one place, on your Motion calendar).
One other thing you can do is use Zapier - efficient.app/apps/zapier to trigger the creation of a Motion task or project when something happens within Copper, say marking a sales Opportunity as "Won" could create a task or project within Motion.
If you do end up going forward with Copper, be sure to claim our Copper course for free if you sign up with this link efficient.link/r/copper - here's the course deal that you can claim: efficient.deals/copper
Are you already using Motion? Or just thinking of using both Copper and Motion? Curious if you got a chance to see our Motion setup tutorial video here that we just launched: efficient.yt/motion
Hope to see you around here more!
I'll share what I'm trying to do shortly. I'll definitely signup for Cooper and Motion through your links. I've also never seen a more powerful affiliate marketing strategy than your videos. So I'll absolutely be following all your videos. You guys more than rock!
Okay you just made our week 🥹 we have felt for so long that affiliate marketing is gross for so many industries, that we're striving to be more transparent and pass along benefits to the one using our links, whether that be exclusive discounts we negotiated, course content, etc.
At the end of the day, these software companies will just spend money on Facebook and Google Ads, so why not have them throw some our way via affiliate (via conversion and retention), and our focus just gets to be on creating quality content and incentivising people to use our links in a mutually beneficial way (only on software that we would actually recommend to a client, friend, or family member).
Our thesis is, why can't affiliate be a win-win for all parties involved? Our competitor is essentially just Google/Facebook, which doesn't pass any benefit to the end-user. This also allows us to stay congruent with our actual recommendations. No brand can pay us to create a course, we also don't like the idea of a sponsored video (that even feels a bit off to us) but the software we use and love, we're happy to show people how we use it, so naturally the only brands that win from us are who we're actually using and loving ourselves, showing you our actual account and how we use it.
Appreciate you recognizing this-we've worked hard to do it in a congruent and authentic way 🙏
Excited to hear what you end up moving forward with, and excited to see you more around the channel! 🙌
@@efficientapp Well I went out checking out all crm in many meetings and looks like Cooper with Motion is ideal for what I want to do. I found a 3rd platform that fits in well here as well for contractors, but took long hard work to find it so won't post publicly.
@@efficientapp I shared you Motion and Cooper affiliate links with this other company I'm integrating the two with. I signed up for cooper by your link. Wondering if I could swing a deal to see your cooper course?
Excellent Video!
Thanks! Glad it could help you navigate the somewhat overwhelming CRM space 😁 did you end up going with any of the CRM's mentioned in the video?
Thoughts on Zoho CRM vs Copper and/or Folk?
Have written about Zoho in the comments here, but let's just say Zoho is so lackluster that we don't even feel it deserves a page on our site. Both Copper and folk are modern CRM solutions, Zoho is built as an all-in-one company that is trying to get their fingers into your entire stack (even email).
Hard pass on Zoho, it's a kludgy solution, primarily focused on India, and just not something we'd recommend building your business on. Definitely give efficient.link/r/copper or efficient.deals/folk a shot instead, save yourself the hassle.
Hi, thanks for the video and the valuable advice. I have a question. We use an old accounting software that we use a lot but it doesn't have the ability to integrate with anything and it doesn't have the possibility of APIs, the only thing that comes to mind would be to interact with emails. Is there a CRM to which emails can be sent internally with documents attached (quotes, transport documents and invoices) and it reads the attachment and inserts the data into my CRM?
Hi friend 👋 glad to hear it was helpful! And so Copper will actually automatically add and organize any attached documents to an email (even if internally sent), though you'd just need to be using Google Workspace and the have the team members added to Copper as people (contacts) as well as add those people as users of Copper so Copper can read your team's email and do the automatic logging/tracking.
It won't be able to dive in and specifically insert the data within the attachment to fields in the CRM though, you're talking about some next-level AI features that are probably 3-5 years away to replace the need of a human doing that 😁
That said, the attachments will at least be organized and automatically added to the CRM so you'd be able to easily access them without lifting a finger. Even better when you send any attachments externally as then it also adds those files to the people you're sending it to.
If you're using Google Workspace, might as well just give Copper a shot to see if it works for you, here's a free trial: efficient.link/r/copper and if you sign up with that link, you can claim our course for free here: efficient.deals/copper
@@efficientapp Thanks so much I'll try.
Yes we have google workspace so if I understand correctly there is a way to connect google work space to copper and therefore in practice when I send the quote to my client from my program (in the program it is set to send emails with the google Workspace email) does he automatically see that I sent this email to my client and connect it to his client profile?
You got it! Assuming of course that the email is indeed sending from your Google Workspace account (like it shows in your Gmail "sent" box) then exactly, it'll sync it (just add said client to the CRM).
Your best bet is to give it a shot via a trial with this link and see if works: efficient.link/r/copper
You'll know pretty quickly if it's doing what you need it to do. It's a built-in Google Workspace integration 👌
Great video, thanks for sharing!
Of course! Appreciate the support Gregor! Are you using a CRM currently in your business (or personally)?
@@efficientapp So far not beyond a spreadsheet, but I'll try out folk :)
@GregorSchafrothAI awesome to hear! Yeah check it out for free and be sure to use our link: efficient.link/r/folk + save the promo code on the page here for a discount if you ever decide to upgrade: efficient.deals/folk
Excited to hear what you think of it!
Do you have a recommendation for a team to build out and manage Pipedrive for my company?
Do you have a budget and a customer champion (someone at the company that will be leading the charge, a single team member ideally?)
From a budget perspective, a proper implementation will be anywhere from $8-20K+ depending on complexity. Just seeing if you have the right expectations around hiring it out is all.
While we don't do this anymore, I do have a few contacts that do, and just checking on pricing expectations to see if it's worth making an intro.
Feel free to visit the site: efficient.app and shoot a message through the contact chat in the bottom-right corner if you're thinking in the right realm and I can make an introduction 👌
That’s within our budget, I’d like to build something based on PD with integrations to resolve some complicated sales follow up processes, and project management that doesn’t really fit inside of what PD projects can solve independently.
Got it! Yeah, shoot us a message from our site: efficient.app and we can respond 👌
Regarding the project management side of things, we don't often recommend trying to use a CRM for your project management. Have you tried checking out a tool like efficient.link/r/motion for that? Here's a full video on it: efficient.yt/motion
What CRM do you recommend that is well integrated with whatsapp interactions?
Actually have a video coming out on some tools that integrate well with WhatsApp, although that actually aren't CRMs 🙈 haven't found a great CRM that also integrate well with WhatsApp, often better using a tool like efficient.link/r/front to integrate with WhatsApp, and not worry as much about every single WhatsApp message syncing over to your CRM, as it would get a bit messy with a LOT of communication in the CRM, adding quite a bit to sift through.
If you're a small team, you can consider efficient.link/r/missive instead, although again, just be super mindful on how useful it would truly be having all interactions from WhatsApp in your CRM.
What industry do you work in?
What’s your Opinion about Attio?
We're fans of Attio, but there's definitely asterisks to using it. Can you dive a bit more deeply into the size of your team, industry, and what you're looking to get out of your CRM?
Happy to help guide you in the right direction if you include some additional details.
Have wanted to add Attio to the site: efficient.link/crm - haven't quite gotten there yet. It's minimal and modern, a bit less integrations than you'd get from that of Copper and Pipedrive, but a pretty good alternative. Again, more details and what you're looking to get out of it and we can advise a bit better!
Really helpful thank you. Looking for a CRM for a solo business that links with my Shopify store and helps keep track of my social media interactions at a reasonable cost is seeming difficult. I sell a product service. Which leaves me in a strange niche. So thank you
Glad this helped! We don't specialize in the e-commerce space specifically so hard to say what would be best. But being a productized service businesses + solo founder, would recommend starting with folk as it will probably do most of what you need for tracking contacts, creating deals, etc: efficient.link/r/folk
Thanks, giving it a go and see how I get on with that and a mix of constant contact which I have been using for over 10 years.@@efficientapp
Let us know how it goes!
This is underrated
Awe, this means a lot, thank you 🙏 did you decide on a CRM? If so I'm so curious which one and what your use-case/team size is? 👀
I'm considering Attio - any thoughts?
We're fans of Attio, but there's definitely asterisks to using it. Can you dive a bit more deeply into the size of your team, industry, and what you're looking to get out of your CRM?
Happy to help guide you in the right direction if you include some additional details.
Have wanted to add Attio to the site: efficient.link/crm - haven't quite gotten there yet. It's minimal and modern, a bit less integrations than you'd get from that of Copper and Pipedrive, but a pretty good alternative. Again, more details and what you're looking to get out of it and we can advise a bit better!
P.S. They have a referral link to sign up here (which might get us a hat or something eventually haha): efficient.link/r/attio
Just myself and a VA for now, growing an email marketing agency and a sender reputation monitoring service. Mainly I want something that will let me create my own structure. I’ve found most CRMs I’ve tried too rigid.
I’m not looking for highly automated email sequences. I need something that makes it easy to add and keeps all the information about people I come across and reminds me to get in touch as well as manage a sales process if we end up working together. A combo of CRM and PRM in a way. I tried building it in Airtable, Notion, and even Logseq and Tana.
I try too many tools 😂
Haha ah okay, yes yes yes, completely and totally understand where you're coming from, and also know intimately well why Notion and Airtable break apart with what you're trying to do.
The truth of the matter is that based on what you're describing, Attio sounds like it'd be a bit overkill for you. folk is probably a much better option for what you're describing.
Have you given it a shot? Maybe try it: efficient.link/r/folk and here's a coupon code as well to get a discount: efficient.deals/folk (just need to make sure you use the link to sign up in order for it to work)
Folk will feel like Airtable and Notion, but will have more of the core CRM functionality at the core, it's also more flexible than many other CRM options which are a bit more structured. With Attio, you're going to be at a higher cost per user, and it is definitely trying to take on more of the traditional CRM structure, so don't be surprised if you quickly start paying $60-100/user/mo to be unlocking things.
I want to love Attio, but every time we compare it to folk, folk just comes out with a better value and functionality for money for individuals and small teams.
Maybe start with folk, and if it genuinely doesn't work for you, then give Attio a shot, but I don't think Attio will genuinely solve anything that folk doesn't do for you, if that makes sense?
Why no mention of Monday's CRM? Seems to offer more features than the CRMs mentioned in this video, plus cheaper per-seat pricing
Ah okay, so we've given this quite a bit of thought, the decision to not include Monday was intentional. Here's why ⤵️
Monday started off as a project management tool and in an effort to gain more market share expanded into building a CRM. They are not a CRM first and foremost, we see them as trying to do too much, an all-in-one tool. Monday as a CRM was an after thought for the company, and more so a way to keep folks on their eco-system and integrate more deeply with the PM side of their tool.
Here is our Monday review on our site (we focus mainly on the PM component but also cover touch on our all-in-one/CRM aspects): efficient.app/apps/monday
All the tools mentioned in this video are CRM's that were built to be CRMs first and foremost and that's what they do best and why we recommend them. Hope this helps!
Thanks for the reply :)
Agree that specialized products often outperform generalized ones, but would've been helpful to hear/read specifically where Monday falls short relative to the CRMs you guys recommend. (Is it lack of integrations? poor reporting? workflow automation complexity? etc.) Not affiliated with Monday btw, just have had it recommended and seemed like a cheaper option. Overall find your content helpful, keep posting 👍 @@efficientapp
Totally understand wanting a more detailed review, but with Monday being a project management software first and foremost, not a CRM, it's just not something we'd review deeply on this channel/our website as it doesn't meet the criteria bar for something we're open to recommending/deeply evaluating (which in and of itself should be a red flag).
We'd put it in the category of Zoho CRM, or Zendesk Sell or Freshworks CRM (tools we won't recommend or deeply evaluate as they aren't contenders in our eyes).
We write a bit about that here: efficient.app/post/best-crm-for-small-business (just do a CMD + F for Monday to bring you to the spot on the page where we write about it).
I am looking for crm for my dental clinic, which would be suitable for me. 🤔
Curious, how big is your practice? What are your top 3 needs? We can make a better recommendation from understanding a bit more about what you're looking for!
@@efficientapp A 20 years old dental clinic serving in Turkey. we have only one branch. We want to store patient data and make marketing and sales through crm.
what we want to do
- send automatic whatsapp messages and e-mails to patients.
- Sending automatic mail and whatsapp messages on birthdays.
-Remind an appointment with a message
-To automatically transfer the data of the people who fill out the appointment and newsletter form on the website to the crm.
-To automatically transfer data from form advertisements to crm.
What domyou think about Zoho one ?
oh gosh, stay away from Zoho. There's a reason why we don't even cover them on our site or this channel. Their tool is a mess, and a trying to do too much at once. Stay. Away.
Honestly, I look at Folk and see NO SMS or telephone integration. How can a CRM ignore texting and phone calls??? It's not even in their integrations. Recommending this CRM without addressing two major forms of communication makes me question why you are recommending it? Or do you need a separate CRM to communicate verbally and via Text and somehow Sync them together?
Hey Rene, it depends on what type of business you have, but you'll definitely want to use a separate VoIP service like Aircall: efficient.link/r/aircall which has native integrations with Copper: efficient.link/r/copper
folk is our recommendation for individuals and smaller teams. Needing a VoIP (SMS/telephony integration) is definitely more of a business feature need (e.g. Copper + Aircall). There's not a single CRM in the market that natively integrates well with your phone and SMS, because there aren't proper API's available, especially if you're using an iPhone. Any that say they integrate with your phone natively is an incredibly limited and sub-par integration.
Copper even technically has this, but it's nowhere near what you get with using a proper VoIP.
But yeah, if VoIP integration is important to you, then pick a business CRM (not folk), efficient.link/r/copper would be a good fit, do be sure to claim the free course by signing up for it here though in giving it a shot: efficient.deals/copper
We personally use Dialpad with Copper (to get VoIP & SMS synced), but had to invest a lot into a custom integration, so while we recommend Dialpad on our site: efficient.app/best/voip - we recommend Aircall if you're looking for something more hands-off and seamlessly integrated: efficient.link/r/aircall
I will say though that the biggest issue we've seen teams faced with is actually getting their team to use a VoIP instead of them naturally wanting to just use their personal phone. You're NEVER going to get your teams personal phone/SMS properly integrated with a CRM, you MUST all be using a standalone VoIP.
Hope that makes sense.
@@efficientapp Thanks for the reply. Copper ($59 to be able to use Aircall + Aircall - requiring 3 licenses...ugh!) ends up being around $200 for a single user. Kinda crazy...
Yep, but again, typically it's businesses/teams that need SMS & VoIP integration, because if you're the sole person in the business, you probably have a better grasp on what is happening with conversations.
Maybe give efficient.link/r/justcall a shot, do they also have a 3 seat minimum?
If you don't mind your actual SMS message texts being logged and just want to know a text was sent or phone call was made, you might be able to get away with just using Copper with your phone as they have done their best to integrate it, but again, with no good APIs available on iOS or Android, you're not going to get what you'd hope: efficient.link/r/copper
How would you compare it to clickup?
As a CRM? ClickUp isn't a CRM, but you can watch a review comparison video of ClickUp here to see how we review it as a project management tool: efficient.yt/pm
I'm from Brazil and the only factor that prevents me from distributing Copper CRM is the fact that I don't have the option to insert products and this is very important. It ends up being a more service-oriented system, unfortunately
Ah, totally understand! What kind of products do you sell? Is it B2B or B2C? One of our customers sells used medical equipment and they use Copper for their sales + customer relations, and Airtable for inventory, price per unit, wholesale, retail, etc. Their average invoice has less than 6 products though, so it's manageable. They have line items in Copper for the Items + Price + Quantity and this is integrated with their Quickbooks Online and they can automatically generate draft invoices from Copper.
But if you're selling hundreds of products, thinking you might need something more like an ERP.
@@efficientapp thank you very much Which ERP do you recommend? I'm using Flowlu (test period) and I got the most complete experience I've ever seen. Remembering that I don't bill anything through the app, I only use the product fields to maintain an organized pipeline and have reports
@@efficientapp thanks
Any ERP suggestions? Since you will not invoice the products, you will only manage the opportunities, tasks, projects, etc.
It's more about managing opportunities.
So far the best I found was Flowlu
Apologies, we haven't gone too deep on ERP solutions as that gets into a whole can of worms. That category alone is a lot to cover. We've evaluated Flowu though and felt like it was trying to be too many things in one. It's trying to be a project management tool, CRM, and many other things as well.
When it comes to ERP, we're larger proponents of focusing on the most important needs of a business. That might be Project Management, CRM, or Inventory Management, and then picking the best tool for the job that solves 80% of the highest priority pain-point/need. And then string together a couple or few tools to get the remaining 20% complete, versus going the all-in-one ERP path.
With a traditional ERP you're really just getting a super heavy and unopinionated tool that is trying to be all things to all people, when there are actually better solutions for the areas that would solve your problem at hand better.
For example if you need a CRM, but you need a CRM that handles products better, maybe something like efficient.link/r/hubspot would actually be a better solution, versus going for the tool that is also trying to be a full-fledged project management tool as well.
Does that help at all?
No mention of dynamics 365? Im used to being stuck with using enterprise version years ago but i was government
We don't really review enterprise software much at the moment. Microsoft Dynamics 365 is an incredibly dated CRM that companies are typically using because they've been using it for a decade prior.
If you're a newer company considering CRM solutions or a team of less than thousands of employees, no, you shouldn't be using Microsoft Dynamics 365, there are far better options available on the market and there's very little that D365 has going for it. Not all that fun covering a tool like that as we'd simply never recommend it for a team to use.
I just wanna say that NO WOMAN on the internet is this confident enough to have that camera this close to their face, you are awesome!
Awe thanks 🙏 I will say that there are many other UA-camrs that are women 🤭 but I guess I'll say not many talking about B2B Software 🤷♀️
Thank you for addressing the limitations of Airtable and Notion for a CRM. So many people try to make them an all-in-one and they’re just… not
Haha nonono, thank YOU for being someone that actually understands this!
We've got to hand it to Notion and Airtable marketing though for somehow convincing people that they can do everything for everyone. We now just need to help people understand why they shouldn't be taking this at face value.
It probably falls square into the "if it sounds too good to be true, it probably is". No single tool on the market does all things to all companies. And an all-in-one tool cannot simply "cover" the CRM space for your business, when the CRM space as a whole is a $100b+ industry, with fully dedicated standalone CRM products competing like Copper, Salesforce, HubSpot and others. But no, Notion and Airtable "do" CRM as if it's a quick and simple add-on. Not how that works 😅
Hi again through a different YT profile, lol -@@efficientapp - this is the dang truth! 👏👏
I would be so curious to know your tool suggestions for the proposal -> SOW -> invoicing -> billing part of B2B business cycles. For now I'm scouring your site, but this seems to be an area where it would be great to have easy integrations or workflows between Copper and the pricing + payment side.
Keep it up, y'all are giving us realness.
Haha hey other Laura, awesome to have both sides of you here! 😁
Okay, so this is definitely a bit more difficult to get "right" without going an all-in-one tool (which are horrrrribbllleeee, so it's not worth it).
The exact stack that we've used for this process has been:
1. efficient.app/apps/copper (CRM)
2. efficient.app/apps/pandadoc (One-off SOW + Invoice Payment)
3. efficient.app/apps/harvest (Time Tracking + Billing + Recurring Invoicing/Invoicing based on time tracked)
Natively Copper and PandaDoc do integrate together: efficient.link/integrations/copper-pandadoc
That said, only recommend going that path if you really need more custom and detailed SOW/proposals. PandaDoc also allows you to collect payment via Stripe, PayPal, and even ACH.
And then finally Harvest, while it doesn't integrate natively with Copper, you can pretty easily use efficient.app/apps/zapier to make it so marking an opportunity as "won" in Copper creates a client + project + invoice in Harvest if you'd like.
You can even have Harvest auto-sync over invoices and payments to efficient.app/apps/quickbooks so that your accounting software is reconciled (native integration). This is what we've specifically used ourselves for the past going on 13 years 😅 still haven't been able to find a better time tracking + invoicing software than Harvest, re-evaluated the solution every 6 months and still sitting on it now.
So I'd just ask how important it truly is to have say "Copper + Harvest integrated" and what exactly that means or looks like for you? If you're doing over 20 individual invoices/mo, I can totally understand that, but at a smaller scale (e.g. we were only really selling a small handful of new customers each month, such that manually adding them to Harvest wasn't a big deal). Though since we were an integration company, we did integrate Copper + Harvest for the heck of it because why not.
(Do make sure to use the deals page to claim all the discounts if you want to give Harvest a shot) efficient.deals/harvest
Maybe we should do a live stream one of these days and show people how to use something like Zapier to accomplish some of these things (e.g. integrate Copper + Harvest via a custom integration, as it's really not super tough).
If you want us to do a live stream, definitely let us know here: efficient.chat/live
Anyway, hope this helps (somewhat), and thank you for trying to use our site to help you find this information out-we'll do better in time! 🙏
CloseCRM is OP, deserve a mention 👀
I wouldn't say it's OP, we've written about it on our site here: efficient.app/apps/close
Close focuses heavily on super sales-focused companies that want VoIP auto-dialing as part of their outreach strategy. While we're impressed by natively integrated VoIP features, it also comes with many drawbacks, and feels like more spammy features, plus it feels a bit outdated overall. The article goes more into all of that though. But for those reasons, we did not decide to feature it in the best CRM for small teams. It's a good CRM for a very specific use-case, not the general business that we're speaking to here though.
@@efficientapp probably just works for me better as lead generation agency, the features (specially the Smartviews) just what makes our operations smooth and how advance the Custom Activities is which make automations, and everything so advance that helps productivity for moving the prospects and leads further down the pipeline quicker.
UI and UX works better for me as well. Anyways likewise Pipedrive and Copper is still would be my placer after Close, I would still lean towards Pipedrive though even if I'm using Google
Glad you found something that works for you! That said, why would you lean toward Pipedrive if you're on Google Workspace? We've implemented both Copper and Pipedrive into dozens of businesses, and Pipedrive has some pretty frustratingly lacking features that Copper has out of the box (if you're using Google Workspace).
Care to explain? Would be curious to know what specifically stands out for you there?
@@efficientapp native integrations. Both Pipedrive and Copper is ease to use... Not sure what Pipedrive lack from Copper, I seem to see Pipedrive as Copper but more atm. 😅
My brother is interested in you
Oooh, nice! Which CRM is it that he's interested in? Folk or Copper 🤔
Tbh it looks like folk, copper and pipedrive spent some money for that video......
Is that because we have an opinion unlike other CRM videos that are unopinionated? 😅 We weren't compensated in exchange for making this video and none of the companies talked about had any idea we were making this video. We'd rather have full creative control and to share our opinions bluntly than to be paid in exchange for a video. That said, clearly something made you feel otherwise, curious as to what that might have been?
Also, if you could get 3 competing CRM's on the market to pay for a video makes sense how exactly? I'm sure Copper doesn't like we're recommending folk, and folk doesn't like that we're recommending Copper as our #1, and I'm sure that Pipedrive doesn't love that we are saying to use Copper and folk instead if you're using Google Workspace and not Microsoft 365.
But that's just a theory, a CRM THEORY!
NOTION
Ah yes, I see you are seeing the Notion logo which is quite exciting, yes? You do realize we're not recommending it for CRM usage though, correct? 😅
...Except Notion is Free to use whilst all the others you have to pay for....
Our channel is geared toward small teams and businesses, for which we feel strongly no business should be using Notion as their CRM if they are a business especially.
That said, one of the recommendations in the video, eff.li/r/folk does indeed have a free tier and is a far better foundational CRM than Notion will ever be.
If you're looking for a personal CRM then you're on the wrong channel because the truth of the matter is we'll never cover them because most all personal CRM solutions are quite awful. A solution in need of a problem. Business CRMs are actually solving clear problems that a business faces.
If your goal is to not pay anything for a tool that is meant to be the foundation of your business, for which your team will rely heavily on and build up IP for your team, then we think you're thinking about business, well... not in the right way 😅
This must be the most biased crm evaluation I've seen so far
You’ll find all of our software reviews are opinionated, there are enough channels that will evaluate tools, go through all the features and say “at the end of the day, choose what’s best for you!”. We don’t want to be that channel, we’ve been consulting with businesses for over a decade, have implemented CRMs into more businesses than we can count, so yeah, you bet we’re biased & super opinionated 😄 In fact, here you go:
efficient.link/yt/biased
Now that this is out of the way, which CRM are you leaning towards using? 👀
Folk is weak.
So guessing you have a bit of a larger team/more established business processes?
Your eyes 🥹… anyways, thanks for the information! Very useful!
Glad you enjoyed the video and got something out of it! 🙏
If I start with Folk, can I migrate to Copper/Pipedrive subsequently as my business grow? Thank you.
While technically yes, it's not going to be the most seamless migration, there's likely also to be activities and emails lost in the migration as those don't transfer. How large is your business currently and in what industry?
If you think you might outgrow Folk, we'd honestly recommend just starting out with Copper if even on the lower tier: efficient.link/r/copper + you will lock in a $1,200 course for free if you do that which you can claim here: efficient.deals/copper
@@efficientapp Thank you for the advice! I will go with Folk and keep it as it is as this particular B2B business of mine will not grow exponentially. On the other hand, I am planning to use Omnisend for my ecommerce business built on Bigcommerce platform as I forsee an explosive grow. Thank you once again!
@@efficientapp I have decided to settle for Pipedrive!
Super curious what made you decide on Pipedrive? Are you not using Google Workspace and instead using Microsoft 365?
Appreciated and loved. Succinct and clear as always!
Awe, amazing! Super appreciate that 🙏 we'll try to keep doing that moving forward 🥹🥲
When you use affilate marketing to defend from affiliatr marketing of affiliate matketing...
Sorry, what are you saying? 🤔