Copper consultants
We can help you automate your business with Copper and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Copper.
About Copper
Copper is a customer relationship management (CRM) platform designed specifically for Google Workspace (formerly G Suite) users. It offers seamless integration with Google’s productivity tools, making it an ideal choice for businesses that heavily rely on Gmail, Google Calendar, and other Google services. The platform provides features such as contact and lead management, pipeline tracking, task automation, and reporting capabilities. Copper’s user-friendly interface and intuitive design make it easy for teams to adopt and use effectively, enhancing productivity and streamlining sales processes. For more information, visit Copper’s official website.
Copper FAQs
Frequently Asked Questions
Common questions about how Copper consultants can help with integration and implementation
How can Copper be integrated into our existing systems and workflows?
Is it possible to use AI agents to automate how we interact with Copper?
What are common use cases for integrating Copper in larger digital ecosystems?
Can Copper be part of an end-to-end automated workflow across multiple departments?
What role can AI play when integrating Copper into our operations?
What are the key challenges to watch for when integrating Copper?
How it works
We work hand-in-hand with you to implement Copper
As Copper consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Copper with integrate and automate 800+ tools.
Step 1
Process Audit
Conduct a comprehensive review of your current Google Workspace utilisation, sales processes and customer engagement workflows. Our consultants analyse your team’s interaction patterns with Gmail, Calendar and Drive to identify integration points and establish a baseline for measuring CRM effectiveness.
Step 2
Identify Automation Opportunities
Map existing manual touchpoints within your Google ecosystem that can be enhanced through Copper’s automation capabilities. Our specialists evaluate email communications, meeting scheduling, and document sharing workflows to pinpoint areas where Copper’s smart features can reduce administrative overhead.
Step 3
Design Workflows
Develop tailored workflow architectures that leverage Copper’s deep Google Workspace integration. Our team creates custom pipeline structures, automation rules, and tracking mechanisms that align with your business processes while maintaining seamless connectivity with your Google tools.
Step 4
Implementation
Execute a staged deployment of Copper, carefully integrating it with your Google Workspace environment. Our implementation specialists handle data migration, user permissions, custom field configuration, and integration setup, ensuring minimal disruption to your daily operations.
Step 5
Quality Assurance Review
Perform comprehensive testing of all integrated systems, focusing on data synchronisation between Copper and Google Workspace. Our QA team validates automated workflows, email tracking, calendar integration, and reporting functions to ensure reliable performance across your entire setup.
Step 6
Support and Maintenance
Establish ongoing monitoring and support protocols to maintain optimal system performance. Our dedicated support team provides regular health checks, proactive maintenance, and continuous optimisation of your Copper implementation while keeping pace with Google Workspace updates.
Transform your business with Copper
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Copper consultation.