Case Study: IMPACT Commerce achieves 20-minute CRM setup and a streamlined sales pipeline with Copper

Launching IMPACT Commerce with Copper & PandaDoc

IMPACT Commerce, founded by James Scott to build technology solutions for independent merchants, needed a simple, cost-effective way to manage early customer data and contracts. With initial deals tracked in Google Sheets and Gmail, the company risked errors and required a structured CRM and document workflow that could be deployed far faster than traditional implementations.

IMPACT Commerce adopted Copper for CRM and PandaDoc for document automation, achieving setup in 20 minutes versus the typical 20 days and immediately visualizing pipeline progress. The combined solution made it easy to create opportunities, generate contracts, and get documents signed within minutes—streamlining operations, reducing risk, and providing scalable value for future growth.