sofiaby FINdustries
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Put Sofia to work in Copper

CRM built for Google Workspace users. Sofia connects to it with your IT lead's agreement, and we build the actions your firm needs within a month.

Sofia connects to Copper

Built around how your firm uses Copper

Sofia connects to Copper with your IT lead's agreement. Our team builds the actions your firm needs on that connection within a month, and turns them into skills your whole team can run.

Anything on your never-touch list stays out, and anything that writes to Copper can wait for a person's approval.

See what Sofia would do in your Copper

Score your firm in three minutes, or talk to our team.

One real workflow, every month. The before-and-after time, what still needs review, and which systems it touched.

Know a firm that needs this? Partners and clients who refer firms to us are part of our partner network.

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