Case Study: Social x Data achieves streamlined CRM adoption and stronger customer relationships with Copper

How Social x Data Introduces Copper to their Clients

Social x Data (SXD) is a small-business consultancy that helps clients get organized and grow by handling everything from data management to social media and CRM implementation. They often work with very small teams that lack CRM experience and rely on fragile spreadsheets, so the core challenge is finding an intuitive, low-friction system that protects customer data and fits into varied workflows.

SXD introduces Copper as that solution: a simple, scalable CRM with strong Google Workspace integration and APIs for custom connections. Copper centralizes customer records, streamlines company-wide collaboration in real time, and helps teams spot and resolve pain points—turning unhappy customers into loyal advocates—resulting in safer data, smoother workflows, and measurable improvements in customer retention and business growth.

Social x Data

Julia Murphy

Social x Data