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Case study: JBGoodwin scales easier with Copper

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

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Author photo: Katrina Oko-Odoi

Katrina Oko-Odoi

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.

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