Copper Staff
Contributors from members of the Copper team
How the Philadelphia-based brokerage grew into a regional powerhouse over 6 years using Copper
Regional real estate and mortgage brokerage, Houwzer, has grown with Copper since 2015. After starting with a single user on the platform, they now have more than 40 Copper users across their five locations in Pennsylvania, Florida, Maryland, Virginia and New Jersey.
Beginning with the goal “to automate as much as possible for future agents,” VP of Sales & Client Experience Dave Speers dove into Copper and immediately put it to work for the fledgling brokerage. They chose Copper for its:
- Affordability
- Ability to automate routine tasks
- Customization capabilities
- Robust, flexible software integrations
- Seamless native Google integration
“Copper was phenomenally inexpensive, scalable, and superior to anything else out there. Because it was built with Google in mind, I knew I could commit long term.” -Dave Speers, VP of Sales & Client Experience
Copper syncs with Gmail, Calendar and the rest of G-suite so you can easily add contacts and track communications from the same tab
A CRM that actually grows with you
As Houwzer grew, Copper continued to introduce new features that made life even easier for Dave and his team. Features they’ve found particularly valuable include:
- ActivePipe integration: with hundreds of customizable fields that sync with Copper
- Email templates: lets them send email communications efficiently without compromising on the “personal feel that we pride ourselves on”
- New Reports: provides visibility into agent activities, opportunity creation, lead conversions and lead sources; including customized reporting
- Custom pipelines: around specific campaigns, lead types, regions, promotions and more
- Workflow automation: using Zapier with Copper, “you can literally automate anything because the API is very robust”
- Mobile app: a lifesaver for agents on the road; they can update everything right from the field
Results to love
In the past six years with Copper, Houwzer has:
- Grown from 1 user to 40+ users
- Integrated Copper with over 30 other software tools to automate all their workflows
- Expanded into 4 new states
- Automated their entire lead process, including survey emails to customers
“The best part about Copper is that the agents love it. A large part of our success and growth as a company is due to the fact that we made that decision early on to get on to Copper." -Dave Speers
A simplified CRM for real estate businesses
Designed to help businesses cultivate long-lasting relationships with their customers, Copper is the CRM of choice for real estate organizations nationwide.
