Copper & GHL CRM System Implementation

Implemented Copper CRM to align with the client's preference for pipeline management, while overcoming its native marketing limitations through custom automation. Using Make.com (formerly Integromat), the team built advanced workflows that triggered personalized nurture emails via Gmail, auto-generated Google Docs for client notes, and created ClickUp projects upon deal conversion. This "bridging" strategy delivered a seamless flow from sales to project delivery, significantly reducing manual administrative work.