Copper blog
Productivity - 7 min READ
What agencies get wrong about AI adoption
Most agencies are "doing AI" wrong. Learn the 4 mistakes impacting your ROI and how CRM-connected AI actually helps agencies work smarter.
4 min READ
HubSpot forms create records - Copper forms keep your Pipeline moving
Learn how to use forms across the full customer lifecycle, from lead capture and onboarding to project updates and follow-up. Discover how Copper forms help teams create records, update pipeline records, and keep workflows moving.
Productivity - 7 min READ
5 best Attio alternatives in 2026
A CRM shouldn’t feel like another full-time job. Compare five tools that simplify client management, automate busywork, and fit your workflow.
Sales
Opportunity management in CRMs and 2026 best practices
Boost forecast accuracy and close more deals with smarter CRM opportunity management, AI automation, and better pipeline visibility.
Productivity
5 ways to use forms across your entire client lifecycle
Most forms stop at intake. These don’t. Explore 5 ways connected forms can create records, update pipelines, trigger follow-up, and keep work moving across the customer lifecycle.
Get the latest from our blog every month
Browse the blog
Want to go deeper? Click on a category below for more from Copper.
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 your 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.
4 min READ
How to use your 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.
Productivity
The 6 hidden costs of managing clients in your inbox
Managing clients in your inbox feels simple, until it starts costing you deals, time, and repeat business. Here’s how to fix that.
Productivity - 7 min READ
How to use Google Calendar as a planner
Learn how to use Google Calendar as a planner to manage your schedule and boost your productivity. Stay on top by following our practices!
Productivity - 10 min READ
How to use Google Docs effectively: 25 Google Docs hacks & tricks
Learn how to use Google Docs more effectively with our 25 time-saving hacks and tricks that will elevate your writing performance.
Sales - 4 min READ
4 reasons to switch to Copper from Insightly CRM
There’s a reason Copper CRM comes out top on the list of Insightly CRM alternatives. Everything you need to know about Insightly vs. Copper.
Productivity
Evaluating your CRM: How to set the right criteria with a detailed checklist
Choose the right CRM with a clear evaluation process, checklist, and criteria to find a system your team will actually use and grow with.
Productivity
Top 10 CRM issues businesses face and how to solve them
Struggling with CRM issues? Fix messy data, low adoption, broken workflows, and turn your system into a reliable, growth-driving tool.
Productivity - 10 min READ
20 Google Drive tricks and tips: How to work smarter in Drive
Make your life easier with these 20 underused Google Drive tricks, including tips for content creation, collaboration, file management, and more.
6 min READ
Why businesses use a CRM for customer service and support
Can a CRM be used for customer service and support? Absolutely. Discover five key benefits of using customer service CRM tools in your business.
Productivity - 5 min READ
Best CRMs for Marketing Agencies in 2026: Why Copper Wins
Discover why marketing agencies choose Copper over HubSpot and Salesforce. Manage clients, retainers, and pipelines. Start your free trial today!
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
CRM reporting explained: Key reports, tools, and examples
Find the right CRM with a clear evaluation framework, checklist, and criteria to choose a system that fits your workflow and scales with your team.
4 min READ
Google sheets and CRM integration: 5 benefits for your business
Take your spreadsheets to the next level with Copper’s CRM and Google Sheets integration. Discover five benefits that give you the best of both worlds.
Productivity - 9 min READ
Google Calendar tips: 30 effective Google Calendar hacks
Boost your productivity with these top 30 Google Calendar tips and hacks designed to help you manage assignments more effectively.
Client success - 8 min READ
8 Proven customer marketing strategies and 15 examples
Discover 8 proven customer marketing strategies with 15 real examples to boost retention, loyalty, and long-term growth.