Case Study: Moonstone Marketing achieves pipeline clarity and business growth with Copper CRM

How one change gave Moonstone Marketing 90k in pipeline clarity

Moonstone Marketing, a boutique growth marketing agency serving membership and subscription brands, was growing quickly but struggled to manage leads and clients in spreadsheets with little visibility into its sales pipeline. Founder Dana Farber needed a better way to scale without losing the high-touch service that defined the business, and Copper CRM was introduced as the solution.

Copper implemented an intuitive CRM with customizable pipelines, automated workflows, and Google Workspace integration, plus connections to Flodesk and a Copper-powered contact form. In just four weeks, Moonstone Marketing secured $20,000 in new and expanded business and added $90,000 in pipeline visibility, while also saving time on follow-up and onboarding automation.

Moonstone Marketing

Dana Farber

Founder