Case Study: Epic Freight achieves streamlined customer relationships and operational efficiency with Copper

How a Freight Company Makes Global Moves with a CRM

Epic Freight is a B2B logistics company that manages time-sensitive, high-visibility air and ground moves for clients like trade-show organizers and electronics firms. Because their work involves complex coordination and repeat shipments, they needed a CRM that integrated tightly with Gmail, captured emails and multi-channel touchpoints, and prevented duplicate outreach—requirements that previous CRMs failed to satisfy.

By adopting Copper’s Gmail/Chrome-integrated CRM, Epic centralized leads, opportunities, and all client interactions with simple pipeline and activity tracking, plus mobile access. The team adopted it in under a week, improved handoffs and transparency, eliminated crossover between reps, enabled reliable forecasting for Sales and Accounting, and gained the organization and scalability to grow and pursue upsell and cross-sell opportunities.

Epic Freight

Yohanse Manzanarez

EVP of Sales