What is Wyndy?
Welcome to Copper, the innovative platform created for service-based professionals looking to enhance their client relationships and streamline their workflows. Formerly known as Wyndy, Copper has transformed into a comprehensive tool that integrates relationship management with robust CRM functionalities. As service-based experts, you need a platform designed specifically to handle every stage of your client journey—from initial contact to lifelong loyalty.
What are the features of Wyndy?
Seamless Integration with Google Workspace: Copper is embedded directly into Google Workspace, making it the perfect solution for teams already utilizing Google products such as Gmail, Google Calendar, and Google Drive. Manage contacts and deals without ever having to leave your inbox.
Comprehensive Contact Management: Store all your client and contact details centrally. Using easy-to-build forms, collect vital information about your clients effortlessly.
Deal Tracking: Set up custom pipelines that cater to your unique business needs. Stay organized by tracking every deal in real-time, ensuring you're always aware of your opportunities.
Workflow Management: Automate tasks to enhance productivity. Create recurring tasks and notifications that keep you on top of your commitments. Project management features allow for smooth collaboration among team members and ensures that client projects are completed on time.
Email Engagement Tools: Build and maintain personalized relationships through effective email tools integrated within the platform. Stay engaged with your clients and keep them informed effortlessly.
Mobile App Access: Move relationships forward while you're on the go with Copper's mobile app. This feature ensures you have all the necessary information at your fingertips, even outside the office.
Integrations: Save time by connecting Copper to a range of popular applications, such as Slack, QuickBooks, and HubSpot. These integrations significantly enhance functionalities and ensure data consistency across platforms.
Custom Reporting: Understand how your business is performing with custom reports. Gain insights into your sales process, team productivity, and client engagement to make informed decisions.
What are the characteristics of Wyndy?
User-Friendly Interface: Copper features a clean and intuitive design that allows users to navigate seamlessly. Even those who are not tech-savvy will find it easy to use.
Built for Service-Based Businesses: Copper is tailored to suit a variety of industries, including agencies, consulting, media, finance, construction, and technology. This specialized approach reflects the diverse needs of service providers.
Scalability: Whether you're a small agency or a large enterprise, Copper scales with your business. Add functionalities and integrations as you grow without disrupting your existing workflows.
Security: Copper prioritizes data security, ensuring all your sensitive information is protected according to the highest industry standards.
What are the use cases of Wyndy?
Agencies: Advertising and marketing agencies can benefit significantly from Copper. Organize client accounts, manage campaigns, and enhance communication—everything you need in one place.
Consulting Firms: Improve client management through better deal tracking. Consultants can oversee their projects effectively and share insights directly with clients.
Financial Services: Serve your clients and grow relationships by utilizing Copper's CRM capabilities. Track investments and manage client interactions seamlessly.
Media Creators: Manage sponsors, influencers, and freelancers efficiently. Stay organized with automated workflows and effective communication tools.
Construction Companies: Copper aids in simplifying project management. Track site progress and manage resources while maintaining communication with stakeholders.
Corporate Development: Track and manage deals in one platform. Copper helps streamline workflows while ensuring all active projects are properly monitored.
Technology Firms: Foster innovation and scale your operations more efficiently. Copper minimizes busywork while maximizing productivity.
How to use Wyndy?
To start using Copper, follow these steps:
- Sign Up: Create an account through the Copper website. You can try the platform for free without needing a credit card.
- Integration: Connect Copper to your Google Workspace account for seamless access to your emails, contacts, and calendars.
- Set Up Pipelines: Customize your sales pipeline according to your business needs. This will help in tracking your deals effectively.
- Input Client Information: Use easy-to-build forms to collect and store client details.
- Automate Tasks: Create recurring tasks and notifications to ensure your projects and client engagements remain on track.
- Use the Mobile App: Download the Copper mobile app to manage your relationships while on the move.
