Case Study: Egan Company achieves a single source of truth for customer relationships with Copper

Egan Company builds a single source of truth for customer relationships

Egan Company, a Minnesota specialty contractor founded in 1945 and now the state’s largest single-source partner (~$280M revenue, ~1,000 employees across 12 trades), faced fragmented customer data and poor cross‑department visibility after moving to Gmail made its legacy CRM obsolete. The company needed an easy-to-use, Workspace‑integrated system to unify 14 distinct pipelines, educate a largely CRM‑naïve workforce, and prevent customer information from getting stuck in inboxes or notebooks.

Egan adopted Copper, using a grassroots rollout and “super‑users” to drive adoption across 17 teams; today 89% of users are active. Copper’s Gmail integration and mobile app enable real‑time updates on jobsites, while a custom API link to Egan’s Job Create automates new‑job workflows and eliminates duplicate entry. The result: full visibility into customer interactions, faster communication, improved forecasting, and a more collaborative company culture.

Egan

Jessica Johnson

Director of Marketing