Case Study: Bajillion Agency achieves streamlined, automated workflows and team visibility with Copper

How Bajillion Agency Uses Automated Tasks to Get Things Done

Bajillion Agency is a Kansas-based full-service marketing and business-systems firm founded by business coaches. As the agency scaled quickly, it struggled with legacy CRMs (Infusionsoft, Soffront) and manual processes that created usability problems, missed client outreach, and long setup times.

By switching to Copper integrated with Google Apps, Bajillion deployed a cloud-based CRM in under a day and mapped its 13-step sales process into pipeline stages with automated tasks and reminders. The result: improved team visibility and collaboration, cleaner data, fewer missed follow-ups, time savings each week, better mobile workflows, and a system Guth now uses to help clients adopt more efficient, automated processes.

Bajillion Agency

Jarrod Guth

Business Systems Consultant