Case Study: E Co. improves global relationship management with Copper

The Relationship-makers Series a Global Climate Change Task Force

E Co. is a global climate change consulting firm working with international organizations, UN agencies, and governments across many countries. The team needed a simple way to manage a highly dispersed network of staff, key associates, and client relationships, replacing a basic CRM that was too labor-intensive and limited for their day-to-day work. E Co. chose Copper because of its strong integration with G Suite and its flexibility for a collaborative, online workflow.

With Copper, E Co. created a single source of truth for tracking conversations, project knowledge, and relationship history across the entire organization. Copper helped the team streamline communication and reduce time spent searching for information, supporting agile project work across locations like Myanmar, Kenya, Jamaica, Haiti, and Vietnam. The result was a seamless CRM process that fit their workflow and improved visibility into long-term client and contact relationships.

E Co.

Grant

Chief Executive Officer