Case Study: PlattPointe scales hundreds of deals with Copper CRM

PlattPointe manages 350+ active projects with Copper

PlattPointe, a nationwide capital markets advisory firm with a lean team, needed a CRM to manage hundreds of active real estate development deals and thousands of lender relationships without the high cost and complexity of enterprise software. Their challenge was to find an affordable, flexible system that integrated seamlessly with Google Workspace to replace a basic, ineffective CRM.

By implementing Copper CRM, PlattPointe built a custom pipeline and a lender targeting system using the platform's search and filtering tools. The solution's automation features transformed their marketing, generating email open rates of 55-70%. Copper enabled the firm to increase deal volume and revenue without adding unnecessary headcount, allowing them to operate like a much larger company while staying lean.

PlattPointe