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Copper CRM Set Up the Right Way — From Day One

Skip the trial-and-error. Get a best-practice Copper setup tailored to your workflows, ready to use in days.

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Get discounts on implementation

Implementations Made Simple

Copper is a customer relationship management (CRM) platform built for businesses that use Google Workspace.

The flexible CRM software was designed to be easy to launch and use. Relationship-oriented Organizations love Copper because it’s customizable to their unique sales and customer journeys.

Since 2017

Done For You Implementation:

Copper doesn’t offer implementation—just support docs and tutorials. That means you’re left to figure it out yourself. We take the setup off your plate and get you running fast with a best-practice Copper CRM, tailored to your business.

From configuration and automation to data migration and training — we handle it all for a fixed fee. No guesswork, no wasted time.

I work with my clients to help them:

Fully utilize and implement Copper CRM.
Create simple and sustainable workflows and systems.
Develop strategies to stay organized, impress customers, and save time.
Train individuals and teams on how to use and maintain Copper CRM.
Customize Jobber around how they operate day to day.
Develop strategies to stay organized, impress customers, and save time.

Copper Support
For New Users

Setup & Implementation
End-User Training
Industry Best Practices
Internal Workflow Automations
CRM Data Cleansing & Migration

Copper Growth
for Established Users

Advanced Customization
Audits & Cleanup
Strategy Consultation
Workflow and App Integrations
Custom Reports and Dashboards

Boost Copper CRM With Powerful Add-On Tools

Enhance data, automate proposals, and scale email marketing with curated integrations built to supercharge your CRM.

Data Enrichment & Prospecting

Enhance Copper with accurate data, enriched profiles, and high-quality leads. Apollo.io boosts targeting, improves segmentation, and keeps your CRM updated with verified contact intelligence for stronger outbound performance.

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Proposals & Quotes

Generate polished proposals, contracts, and sales documents directly from your Copper deals. Better Proposals streamlines creation, tracks engagement, and accelerates closing—giving your team a faster, more professional sales process.

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Email marketing automation

Power your Copper pipeline with automated email campaigns, nurturing flows, and personalized outreach. Brevo syncs effortlessly with Copper, helping you convert more leads and increase engagement through smart marketing automation.

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Sync Sales & Marketing Without Lifting a Finger

Outfunnel.io connects Copper with your marketing tools—so your data stays clean, your workflows stay automated, and your team stays focused on selling.

Keep every lead, campaign, and activity perfectly synced in real time for smarter outreach and higher conversions.

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Testimonials

What Our Customers Say

★★★★★

“We were kind of lost in the CRM jungle until we found Sherry. He’s like a CRM wizard, helping us find the perfect vendor and saving us a ton of cash. With his help, we found that Copper CRM is a good solution and even cut our software costs by 20%. If you’re lost in the CRM maze, Sherry is the guide you need.”

La Vista Properties, Nevada, USA

★★★★★

“Prozaro helped us move into Copper after several years of using Pipedrive. We needed something that worked well with our Google Workspace and included an integration with our DocuSign. The work was great. Will definitely reach out for help!”

ignite Consulting, Boston, USA

★★★★★

Sherry is more than just a consultant; he’s like a part of our team. He dove deep into our business, made our copper CRM fit like a glove, and guess what? Client happiness went up by 25%. If you want a CRM partner who’s all in, Sherry is your guy.

Casey Williams

View Our Packages

Nervous about implementing CopperCRM in your business?
You aren’t alone. If you are struggling to integrate because you don’t know when or how to start, I can help. I will help you come up with a plan to smoothly integrate CRM with your business and introduce it to your staff, customers, and marketing initiatives.

I will listen to your goals and help you achieve them without stress.

Strategy Session Includes:

60 Minute Zoom Meeting
Copper CRM Demo
Use Case Discussions
Recording of Call
Specific Client Q&A
Summary Notes & Next Steps

Recommended For:

New or Experienced CRM users.
Small and Medium Business Owners /
Non-technical founders.
Users need a strategy to meet a specific goal.
Users looking to brainstorm or problem-solve.
Implementing a Sales process.

Implementing a CRM to an established business can be a daunting task. Copper makes this process easy, but there are circumstances where enrolling help is a good idea. If you think Copper CRM is the right fit for your business but have no idea where or how to start, I can help you fully integrate the software quickly and without trial and error. If you are short on time, patience, or nervous about the implementation process, I can help get Copper operational and working hard in your business.

Service includes:

Discovery Call (30-min Zoom)
Starter Configuration
Simplified User Experience
Modules setup (Leads, Contacts, Companies, Opportunities)
Light Automation
Final Handover / Training
List item

Recommended For:

New Copper Users
Businesses needing a quick setup
Business owners who consider themselves “non-techy”
Solo Entrepreneurs
Businesses currently manage all work through spreadsheets or legacy apps
Businesses unsure how to manage the transition without help

Already using a CRM but ready to level up? I help growing teams switch to or optimize Copper CRM to scale faster—with better automation, smarter integrations, and a setup built for sales performance. Whether you’re migrating from another platform or need to turn Copper into a true sales machine, I’ll make it seamless, strategic, and fast.

Service includes:

Client Requirements Call (1-hour on Zoom)
Module configuration (Leads, Companies, Contacts, Opportunities)
Simplified User Experience (UI/UX)
Advanced Workflow Automations
Email Templates
Third Party Integrations (up to 3 Apps)
Team Roles & Permissions
Final Delivery Handover Call
2-week Email Support Post Launch

Recommended For:

Business owners who consider themselves “non-techy”
Businesses looking to reduce the number of programs required to operate
Businesses unsure how to manage the transition without help
Growth-stage companies looking for advanced automation and integrations with other apps
Need help with Data cleaning and migration

Are you already using Copper or planning a switch? Our add-on services are designed to maximize your CRM investment—ensuring it runs smarter, cleaner, and more efficiently for your team. Whether you need a data refresh, custom integration, or hands-on training, we provide expert support exactly where you need it.

Data Cleanup
& Enrichment

Remove duplicates, validate contacts, and enrich data with missing details.

Starts from $200

Custom Training
Sessions

In-depth user training tailored to specific roles & use cases.

$100+

CRM Migration from
Another System

Full migration from HubSpot, Pipedrive, Zoho, or another CRM

Starts from $800

On-Demand
CRM Support

Dedicated support for ongoing CRM troubleshooting & improvements.

Starts from $50

CRM Health Check & Optimization

Audit of your current Copper setup with recommendations & improvements.

Starts from $150

Custom Zapier or API Integrations

Connect Copper with custom apps or
In-house tools via API.

Starts from $100

Case Studies

Frequently Asked
Questions

If you have further questions, please message the help bot, which is available 24/7.

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