Case Study: itBrand achieves customer-centric CRM organization with Copper

itBrand’s Journey to a Customer-Centric CRM Software

itBrand, a creative agency based in Long Beach, CA, needed a better way to organize customer data, capture meeting notes, and manage follow-up as they grew. After trying other CRM tools that didn’t fit their workflow or integrate well with G Suite, they turned to Copper to find a customer-centric CRM that their team would actually use.

Copper implemented a G Suite CRM that integrated seamlessly with Gmail and could be customized to itBrand’s workflow, making it easy to centralize contacts, log notes, and follow up directly from the inbox. The result was better organization and stronger adoption across the team, helping them stay on top of prospects and avoid missed opportunities.

itBrand

Gabe Estrada

CEO and Founding Partner