Arrow pointing to left
All posts

2 min READ

Case study: JBGoodwin scales easier with Copper

How regional real estate firm grew team of agents by 37%

Copy blog urlTwitter share logoLinkedin share logoEmail to logo
Article featured image
Author photo: Katrina Oko-Odoi

Katrina Oko-Odoi

Sr. Content Marketing Manager

There’s a reason why JBGoodwin’s Director of Technology, Edward (Ed) Tull, is enthusiastic about Copper. Well, a few reasons, actually (we’ll give you the numbers in a minute). Which is why we were eager to chat with Ed about his company’s experience — and growth — using the platform.

A quickly growing player in Texas real estate, JBGoodwin has 850 agents across seven offices in San Antonio and Austin, and counting. The rapid growth in their team of agents combined with aggressive recruiting goals had Ed and his colleagues on the search for a CRM solution to help simplify and automate their agent recruiting and onboarding processes.

After trying Salesforce’s overly complex platform and a too-simple one-person contact management tool, JBGoodwin landed on Copper for its flexibility, customization and deep Google integration. Now three years later, the team couldn’t be happier with how smoothly and efficiently their entire agent recruitment process runs on Copper.

“We really use Copper as a single source of truth to track everything all the way through.” -Ed Tull, Director of Technology

Winning features for painless growth

As they’ve grown with Copper, Ed has made use of a growing number of features that have added to the efficiency of his team’s daily workflows, including:

  • Custom pipelines: to track every stage of the recruitment process, following a recruitment lead from beginning to end
  • Workflow automation: to automatically trigger actions like emails and text messages that keep agent recruits moving forward
  • No-code integrations: between Copper’s native integrations with tools like MailChimp and Zapier’s no-code connections, Ed has easily synced their tech stack with Copper
  • New Reports: sales managers and other leadership has high-level visibility into recruiting benchmarks and progress, tracking everything from the number of people interviewed to the number of people lost (and why)

All of these improved processes have led to some pretty stellar results, too. Grab the full case study here to see all the details.

Try Copper free

Instant activation, no credit card required. Give Copper a try today.

Ideo graphic
Masterclass graphic
Swell graphic
Bubbles graphic
Try Copper free image

Keep Reading

All posts
Arrow pointing to right
Featured image: Copper CRM product principles … 2023 and beyond

6 min READ

Copper CRM product principles … 2023 and beyond

How and why Copper defined our CRM product principles, and why we think they’ll make a difference for our users.

Featured image: An easy way to track your critical workflows

6 min READ

An easy way to track your critical workflows

Building the right pipeline structure in your client relationship system, for sales or non-sales workflows, can help you better manage key processes. Here's how.

Featured image: How to get more leads and hit your sales quota

3 min READ

How to get more leads and hit your sales quota

Skip the looming dread of missing your sales quota with these expert tips on how to get more leads.

Featured image: Case study: SportsDataIO powers a personalized email marketing strategy with Copper X Mailchimp

2 min READ

Case study: SportsDataIO powers a personalized email marketing strategy with Copper X Mailchimp

Fast-growing sports data provider added our Mailchimp integration to Copper CRM to power up their email marketing with personalized newsletters.