Copper blog
Productivity - 5 min READ
The best Nutshell CRM alternatives
Looking for a Nutshell CRM alternative? Compare the top options including Copper, HubSpot, Pipedrive, and more. Find a CRM that reduces busywork and fits your team's workflow.
Productivity - 15 min READ
Your CRM implementation best practices and 5 mistakes to avoid
A complete CRM implementation plan with 10 essential steps, realistic timelines, team roles, and common pitfalls. Build a system your team will actually use.
Productivity - 11 min READ
CRM data migration and the best practices for a clean database
Master CRM data migration best practices to clean, move, and protect your data with minimal downtime and better team adoption.
Productivity - 4 min READ
Hiring your first freelancer (and how to work with them)
Hiring your first creative freelancer? Read this before you post a job description.
Productivity
There's a better way to scale workflows without overengineering
Busy teams don’t need more tools. They need fewer decision points. Learn how to streamline handoffs and keep progress moving as you scale.
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Popular
8 min READ
5 Ways to use Pipeline email automations that save your team time
Save hours with smarter email follow-ups that scale with you and help you never miss a beat
8 min READ
5 Forms you need on your website to capture more leads
Capture more leads, automate follow-ups, and keep your pipeline full with these must-have website forms.
4 min READ
How to use CRM for project task management: 5 use cases
Simplify your workflow: Discover 5 ways small businesses use CRM project task management to track tasks, clients, and projects efficiently.
6 min READ
You’re not ‘too small’ for a CRM
Struggling to stay organized? A CRM might be your best next move.
Marketing - 7 min READ
AI search strategy: How to show up when AI is answering the question
Search is changing fast. Here’s how to build an AI search strategy that helps your content show up in AI search results.
Marketing
The forgotten middle of the funnel and how to market to it
Most leads don’t disappear, they stall. Learn how to market to the middle of the funnel with practical ways to build trust and keep deals moving.
Productivity - 5 min READ
Email templates to use for any and every holiday
Ditch the writer’s block! These holiday email templates help you connect and celebrate with customers.
Productivity - 5 min READ
The best data enrichment tools of 2026
Discover the top data enrichment tools to boost your customer insights.
7 min READ
Best CRM for video production teams: 2026 top picks
Discover the best CRM for video production teams in 2026. Compare top solutions like Copper, HubSpot, and Pipedrive to streamline workflows and client management.
6 min READ
An introduction to CRM custom fields (and how to use them)
Did you know you can create custom CRM fields? Find out how, plus learn what the different field types really mean along with examples on how to use them.
Copper news - 6 min READ
Copper Wrapped 2025
See how Copper customers worked, connected, and grew in 2025 — and explore the improvements we shipped to support every step.
Productivity - 9 min READ
How to create a Google Sheets calendar template: A detailed guide
Why use an out-of-the-box Google Sheets calendar template when you can create your own? Discover the exact steps you need to follow in our guide.
Productivity - 4 min READ
Our favorite e-signature tools for 2026
Discover the top e-signature tools of 2026 that work seamlessly with Copper CRM.
Productivity - 5 min READ
Five smart things to embed with Linked Pages
Create a cleaner, more connected workspace with Copper’s Linked Pages. Embed key docs, dashboards, and tools directly in your CRM to streamline your team’s workflow.
Marketing - 6 min READ
The three-part marketing attribution framework all businesses should use
Learn a simple marketing attribution framework to track leads, revenue and ROI so you can double down on what works.
Productivity - 12 min READ
Gmail hacks: 32 Gmail tricks to unlock inbox productivity
Boost your inbox productivity with 32 Gmail hacks. Learn tips and tricks from sorting emails to using preview snippets to work smarter, not harder.
Client success - 5 min READ
The best pipeline stage you’ve never heard of
Discover how to build clarity, alignment, and predictable momentum with a growth system designed to support creative work and scale intentionally.
Productivity - 5 min READ
Can you use Google Contacts as a CRM?
Learn what Google Contacts can and can’t do — and when upgrading to a Google-friendly CRM makes managing clients easier.
Marketing - 6 min READ
Top 2026 marketing trends for B2B businesses
Here are the top 5 marekting trends that will help your business in 2025