Move from Reactive to Proactive
You can’t grow your business until you’re on the front foot with your relationships.
The IT Genius mission is to help our customers grow their business to 20+ headcount.
And we know you can’t do that if you keep everything in your head.
Here’s how Copper CRM will help you do that
- Be on the front foot. Understand your history with vendors, partners, and clients before a problem ever occurs. When disputes happen, you’ll be ahead of the game with a detailed record of the entire interaction from you and your team, because Copper captures it for you.
- Sleep well at night. Life is easier when you have a system remembering things for you. Information goes into Copper so you can get it out of your head and off your shoulders.
- Declutter your inbox. Whether you flick an email off to a colleague or archive it, Copper’s already made a note, and when you search a contact, you’ll see their full email history, from before you even started with Copper.
- Track interactions without manually tracking information. Not only will Copper tell you when an email sent is opened (a personal email or an automated one), but if you use the Copper Mobile App for Android, it will also automatically log your phone calls too.
- Get more information on your contacts. Copper will search the internet for you and find LinkedIn profiles and websites, which means in a snapshot you have a better understanding of the opportunities behind the person you’re dealing with.
- Never forget to follow up. Copper CRM uses AI to prompt when it feels that you haven’t been in touch with a specific customer in a while. Even if you forget to set a task or reminder, Copper might just be clever enough to do it for you.
- Keep things simple. Copper is web-based, so there’s nothing to update. It’s one plugin to add to Chrome and you’re done. No CRM consultant or in-house nerd required.
Contact management isn’t just for sales teams.
How can AI make a Sales Pipeline smarter than the old drag-and-drop?
10 Ways Copper CRM prepares you for business growth
- It captures every email interaction so when the time comes, you can find the client story effortlessly.
- It allows you to link Google Drive documents to contact records so deal information is centralised.
- Its mobile app means you can track call interactions automatically.
- It has deep integrations with Xero so you can track client value and pipelines effortlessly
- It makes note-taking quick enough that your team will actually make client notes.
- It will form the basis for your first real business analytics.
- It allows you enough visibility on a client to handle a dispute.
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Ken was the best. He was communicative, understood the problem and took appropriate and timely action that resolved our problem. Great job and thank you!
Moses Hernandez
October 31, 2023I have been using ITGenius for almost 10 years now and am always impressed with their professionalism and the speed in which they assist me with all my queries. Created a new entity and needed support with setting up my emails. Exceptional Service as always. Thankyou team
Kim Butcher
October 24, 2023We recently enlisted IT Genius for help with configuring our client emails. Their support was top-notch, efficient, and straightforward. Setting up our emails is vital for our business, and IT Genius nailed it. We highly recommend their services.
Carolyn Miciano
October 17, 2023 -
Celeste, Was extremely helpful in solving my problem and making sure my email was now working properly and correctly. Her patience and understanding helped me to follow her step by step. Good job Celeste 10 out of 10, thank you so much!
John Duffield
October 17, 2023Ken… Did a great job. He was very responsive and knowledgeable. He got me back up and running within a short period of time after I spent three days trying to fix the problem. Many thanks again!
Lenny Herndon
October 10, 2023itGenius and Ken are amazing at what they do. I am blown away by the service, quick response, and amazing results. It’s awesome to know they provide services in US. I will definitely be using them more and referring them to my network!
Christian Solaita
October 7, 2023 -
Very happy with the way the help set up our google accounts correctly and more securely
Wanderers Australia
October 7, 2023Richard Yago was Incredibly helpful and straightforward
Tom Lowes
October 7, 2023Richard was super helpful, fully resolved my problem, and had the patience of a saint. Would definitely use this service again.
Megan C
October 7, 2023 -
Highly recommended. Super helpful and supportive to our companies needs.
Dixia Martinez
October 7, 2023What a fast wonderful painless customer service experience. They really REALLY know their stuff.👍🏻
JORDAN RICHTER
October 7, 2023The team is proactive and supportive. Quick response times make for efficient interactions. Truly a pleasure doing business with them!
Jonathan Johnson
October 7, 2023
Feels like a big commitment, but it isn’t.
Putting in a CRM might feel like a big commitment, because in the ‘old days’, a CRM install required a massive amount of data cleaning and importing. You might have even tried others, and not gotten far, or gotten far and burnt a lot of money doing so.
Because Copper uses a deep integration with Gmail, and AI smarts, all you need to do is add an extension to Chrome and it will do the rest.
Sure, Copper can be integrated with Xero, WooCommerce, Shopify, Calendly, later, it’s future proof in that sense; but what we really want you to understand is you can plug it in, have a play, and get value from day one, for your growing business.
Try it yourself!
Try it free for 14 days, and your Copper CRM trial via itGenius includes a business-level account!
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Ken was the best. He was communicative, understood the problem and took appropriate and timely action that resolved our problem. Great job and thank you!
Moses Hernandez
October 31, 2023I have been using ITGenius for almost 10 years now and am always impressed with their professionalism and the speed in which they assist me with all my queries. Created a new entity and needed support with setting up my emails. Exceptional Service as always. Thankyou team
Kim Butcher
October 24, 2023We recently enlisted IT Genius for help with configuring our client emails. Their support was top-notch, efficient, and straightforward. Setting up our emails is vital for our business, and IT Genius nailed it. We highly recommend their services.
Carolyn Miciano
October 17, 2023 -
Celeste, Was extremely helpful in solving my problem and making sure my email was now working properly and correctly. Her patience and understanding helped me to follow her step by step. Good job Celeste 10 out of 10, thank you so much!
John Duffield
October 17, 2023Ken… Did a great job. He was very responsive and knowledgeable. He got me back up and running within a short period of time after I spent three days trying to fix the problem. Many thanks again!
Lenny Herndon
October 10, 2023itGenius and Ken are amazing at what they do. I am blown away by the service, quick response, and amazing results. It’s awesome to know they provide services in US. I will definitely be using them more and referring them to my network!
Christian Solaita
October 7, 2023 -
Very happy with the way the help set up our google accounts correctly and more securely
Wanderers Australia
October 7, 2023Richard Yago was Incredibly helpful and straightforward
Tom Lowes
October 7, 2023Richard was super helpful, fully resolved my problem, and had the patience of a saint. Would definitely use this service again.
Megan C
October 7, 2023 -
Highly recommended. Super helpful and supportive to our companies needs.
Dixia Martinez
October 7, 2023What a fast wonderful painless customer service experience. They really REALLY know their stuff.👍🏻
JORDAN RICHTER
October 7, 2023The team is proactive and supportive. Quick response times make for efficient interactions. Truly a pleasure doing business with them!
Jonathan Johnson
October 7, 2023
