Oh Hey, an SMB Solutions Shortlist (and We're on It!)

Context: Constellation Research is a Silicon Valley-based tech research and advisory firm (so they know their way around CRMs—and probably every other tool in our tech stack), so we're super excited to be on this list.

This Constellation ShortList focuses on solutions that can do more than the basics (what they call "core competencies" like lead, contact, and opportunity tracking); the tools that made the list also have to be scalable, easy to adopt, and have great product vision.

(P.S. Did we mention teams love how easy it is to use Copper...)

• Ease of use / user interface

• Ability to track prospects and customers through sales cycle - Yep, we do that too.
• Extensibility through ecosystem of third-party integration apps - Hundreds of them, actually.
• Productivity tools and extensions to increase usage and adoption - Even when you're out of office.
• Advanced analytics and role-based reporting - Thanks to Google Data Studio!

And that's only a few on the (really long) list.

Their team evaluated over 70(!) solutions in our category through a bunch of different channels: client inquiries, partner conversations, customer references, and more. So it was pretty extensive.

According to Constellation's evaluation, SMBs have limited resources and budget (they are small-to-medium-sized, after all). And as SMBs grow and scale, they need something that can grow with them. Having a few hundred customers is definitely not the same as having tens of thousands of customers—as LumApps knows well.

In a nutshell, Copper is one of Constellation's best-of-breed vendors that can do it all—without being bundled into other tools and platforms.

In other words, if we can make life easier for you, we'll try our best to make it happen.

Take Copper for a spin with a 14-day free trial and tell us if this whole ShortList hullabaloo was the real deal.