What is Wyndy?
Say goodbye to Wyndy and hello to Copper! Copper CRM is a comprehensive platform built for service-based businesses that want to manage every stage of the client journey in one place. Whether you're an agency, consultant, or media company, Copper helps you turn leads into lifelong relationships — without the complexity of traditional CRMs. It lives right inside Google Workspace, so you can work where you already spend your time.
What are the features of Wyndy?
- Organize Contacts: Keep all your relationships — clients, partners, leads — in one searchable, Google-integrated place.
- Track Deals & Pipelines: Set up custom pipelines that match your sales process and move opportunities through with ease.
- Manage Projects: Build workflows with tasks, deadlines, and notifications to keep projects moving.
- Elevate Emails: Build personalized email sequences, scale outreach, and automate follow-ups directly from Gmail.
- Automate Tasks: Create recurring tasks and smart notifications so nothing falls through the cracks.
- Get Reports: See how your business is performing with custom dashboards and deal analytics.
- Integrate Apps: Connect seamlessly with your favorite tools like Slack, QuickBooks, DocuSign, PandaDoc, and more.
- Mobile CRM: Log calls and SMS automatically, update contacts, and stay connected on the go.
- Google Workspace CRM: Manage contacts, deals, and emails without ever leaving Gmail, Calendar, or Sheets.
What are the use cases of Wyndy?
- Agencies: Power lead gen, manage client projects, and deliver work on time.
- Consulting: Grow client relationships, simplify onboarding, and track every interaction.
- Media & Creators: Manage sponsors, partners, and campaigns in one dashboard.
- Financial Services: Keep compliance and client finances organized.
- Construction: Win more bids and coordinate teams across job sites.
- Commercial Production: Turn producers into strategic partners with shared visibility.
- Corporate Development: Nurture founder relationships and track outreach.
How to use Wyndy?
- Connect your Google Workspace: Copper syncs automatically with Gmail, Calendar, and Contacts — zero manual data entry required.
- Build simple forms: Create easy-to-build web forms to capture leads directly into your CRM.
- Set up your pipeline: Define deal stages (e.g., Inquiry → Proposal → Closed) and drag deals forward.
- Automate follow-ups: Use email sequences to nurture leads without writing each email from scratch.
- Collaborate on projects: Share notes, files, and tasks with your team and clients on active work.
- Run reports: View dashboards to see your pipeline health and team performance at a glance.
