Case Study: Sajari automates CRM workflows and scales growth with Copper

How an AI-powered Search Engine Automates Workflows with CRM

Sajari is an AI-powered search and matching platform that helps websites and e‑commerce sites surface more relevant results. As the company pursued rapid growth, its small team relied on a manual “internal CRM” in Google Sheets, which led to out-of-date records, duplicated effort and poor visibility into customer interactions—making scalable customer success impossible.

Sajari implemented Copper for its native Gmail, Intercom and Mailchimp integrations, automated syncing of conversations, newsletter signups and NPS scores, and an easy-to-use, configurable interface. The CRM became the single source of truth, cut down manual work and duplicate outreach, improved customer success processes, and supported the company’s scaling efforts and enterprise deals as the team expands.

Sajari

Andrew Newell

Commercial Officer