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Wyndy

Copper has evolved from the Wyndy initiative into a unified CRM platform tailored for service-based businesses. By integrating the learnings from Wyndy, Copper now offers an all-in-one solution that manages the entire client journey—from initial interest through to long-term loyalty—ensuring that business owners and teams can effectively capture, nurture, and manage client relationships in a single platform.


Website: https://www.copper.com/resources/wyndy

Key Features

Easy-to-build client detail forms
Lead engagement and nurturing tools
Opportunity and pipeline tracking
Project and workflow management
Team collaboration and shared client insights
Holistic relationship management

Use Cases

Client Acquisition: Capture and organize client details using intuitive forms, streamlining the lead capture process.
Engagement Management: Nurture client interest with features that help keep leads engaged through every stage of the journey.
Opportunity Tracking: Monitor and track every deal or opportunity with an organized pipeline to ensure no lead slips through the cracks.
Project Collaboration: Align internal teams and share detailed project information to deliver seamless client service.
Long-term Relationship Maintenance: Maintain and nurture client relationships over time with tools designed to support ongoing engagement and loyalty.

Benefits

Unified platform that consolidates multiple client management tasks
Improved efficiency by managing the entire client journey in one tool
Enhanced team collaboration through shared client insights and project details
Streamlined lead capture and nurturing process
Increased business impact with a holistic view of client relationships
Reduced operational complexity with intuitive, integrated features

Metrics

Pricing Plans

Starter - $9 per seat/month (billed annually)
  • 1,000 contact limit
  • Google Workspace integration
  • Tasks + Activity feed
  • Forms
  • Zapier integration
Basic - $23 per seat/month (billed annually)
  • 2,500 contact limit
  • Task automation
  • Pipelines
  • Project Management
  • Contact enrichment
Professional - $59 per seat/month (billed annually)
  • 15,000 contact limit
  • Workflow automation
  • Bulk email
  • Reporting
  • Integrations
Business - $99 per seat/month (billed annually)
  • Unlimited contacts
  • Email series
  • Custom reports
  • Multi-currency
  • Premium support

Testimonials

The transition from Wyndy to Copper has revolutionized how we manage client relationships, offering a seamless, all-in-one platform that exceeds our expectations.

Jessica Andrews, VP Marketing

Diverse Programmers Recommendation

Copper's evolution from Wyndy to a comprehensive CRM platform makes it a valuable tool for businesses aiming to streamline every stage of the customer journey. Diverse Programmers can provide advisory, integration, and custom solutions to maximize the benefits of this unified system.

Ease of Use

Setup Time: Instant activation

Onboarding: Guided tutorials and quick-start walkthroughs available

User Experience: Intuitive UI designed for a minimal learning curve

Security & Compliance

Data Encryption:

Support Options

Live Chat: No

Email Support: No

Community Forum: No

Documentation

Contact Diverse Programmers today to learn more or request a custom integration.
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6 Different Reasons We Should Partner

  • 1Expert in Automation and Streamlining Operations
  • 2Proven Track Record of Success
  • 3Customized Solutions for Your Needs
  • 4Dedicated to Enhancing Efficiency Across Departments
  • 5Trusted by Leading Organizations
  • 6Personable and Client-Focused Approach
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