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.

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.

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.

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.

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.

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

CRM Best Practices for Solopreneurs & Freelancers

CRM Best Practices for Solopreneurs & FreelancersCopper CRM: Boost Productivity & Close More Deals. Managing…

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Copper CRM support

Make your Sales CRM work for you!Here’s How to Fix It Fast. Let’s get your…

Frequently Asked
Questions

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

Do you offer discounts for Copper CRM?

Yes! As a certified Copper CRM partner, we can offer you a 10% discount on any of the packages, including a FREE account until you are LIVE.

Sign Up with the Link

This is a huge advantage and cost savings since Copper offers only a 14-day TRIAL.

Why should I use help instead of doin git myself / Copper support?

Copper CRM offers helpful resources like support articles and video tutorials—but they do not provide hands-on implementation or configuration services. That means you’re responsible for setting everything up yourself, which can be time-consuming and overwhelming—especially if you’re busy running your business or new to CRM platforms.

That’s where our Done-for-You Copper CRM Services come in.

We offer a fully scoped setup that follows CRM best practices tailored to your industry and goals. For a fixed fee, we take care of everything—from configuration and automation to data migration and training—so you can hit the ground running without the guesswork.
Here’s what makes us different:

End-to-End Service: One-stop shop for everything Copper—from setup to automation and reporting
Best-Practice Implementation: Pre-defined setups that work, customized to your needs.

Time-Saving: Avoid costly trial-and-error or days spent figuring it out yourself.

Scalable Support: As your business grows, we’re here to enhance and scale your CRM with you.

Experience That Delivers Value: With deep CRM and sales process expertise, we design systems that drive real results.

If you’re looking for a fast, stress-free, and strategic way to launch Copper CRM—we’re your expert partner.

What is included in the Growth plan?

Our Copper CRM implementation includes everything needed to get your CRM running efficiently, tailored to your business needs:
– Requirements gathering & project kickoff
– CRM configuration (pipelines, custom fields, workflows)
– Data migration and cleaning
– Integration with Google Workspace and third-party tools
– Dashboard and report setup
– End-user training and change management
– Ongoing post-launch support (based on your package)

Can you migrate data from my existing CRM to Copper?

Yes! We handle full data migration from platforms like Salesforce, HubSpot, Pipedrive, or spreadsheets. This includes:
Data cleaning and deduplication
Custom field mapping
Secure and accurate import into Copper

Do you offer training for my team?

Absolutely. We provide:
– Role-based training sessions (sales, admin, leadership)
– Best practice guidance
– Ongoing support resources
– Optional custom training add-ons for new team members

Do you offer one-off services or only packages?

We offer both! If you only need:
– A dashboard setup
– A custom integration
– Data cleanup
– Workflow automation

You can book them as individual add-on services. We’ll scope and price it accordingly.

Do you offer custom reports and dashboards?

Yes! We build tailored dashboards and reports to help you:
– Track pipeline performance
– Analyze team activity
– Forecast revenue
– Monitor lead conversion and sales velocity

We also offer pre-built report bundles to fast-track insights.

What kind of automation can you set up?

We specialize in creating workflows that reduce manual tasks and improve sales efficiency. Examples include:
– Auto-assigning leads
– Task creation and follow-up sequences
– Email triggers and activity tracking
– Integration-driven automations using Zapier or APIs

Copper CRM Set Up the Right Way — From Day One

Implementations Made Simple

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

Since 2017

Done For You Implementation:

I work with my clients to help them:

Copper SupportFor New Users

Copper Growthfor Established Users

Boost Copper CRM With Powerful Add-On Tools

Data Enrichment & Prospecting

Proposals & Quotes

Email marketing automation

Sync Sales & Marketing Without Lifting a Finger

What Our Customers Say

View Our Packages

Strategy Session Includes:

Recommended For:

Service includes:

Recommended For:

Service includes:

Recommended For:

Data Cleanup & Enrichment

Custom Training Sessions

CRM Migration from Another System

On-Demand CRM Support

CRM Health Check & Optimization

Custom Zapier or API Integrations

Case Studies

CRM Best Practices for Solopreneurs & Freelancers

Copper CRM support

Frequently Asked Questions

Let’s Discuss Your Project

Copper Support
For New Users

Copper Growth
for Established Users

Data Cleanup
& Enrichment

Custom Training
Sessions

CRM Migration from
Another System

On-Demand
CRM Support

Frequently Asked
Questions