Case studies.

How Timmy.io found a CRM that works the way creative teams do

See how Copper helped a creative production team simplify client management, automate handoffs, and keep every project moving.

Case Study

min read

How Timmy.io found a CRM that works the way creative teams do

See how Copper helped a creative production team simplify client management, automate handoffs, and keep every project moving.

Case Study

min read

How ID360 keeps long-term client work from turning into complete chaos

From coaching programs to client follow-ups, see how ID360 uses Copper to keep every relationship on track.

Case Study

Aux Mode: From a kitchen startup to a content powerhouse

Aux Mode grew from a kitchen-table startup into a content powerhouse managing millions of videos. See how the team traded spreadsheets for Copper to scale client relationships and keep pace with rapid growth.

Case Study

How UniVicoustic turned down CRM noise and turned up team momentum

UniVicoustic swapped a clunky CRM for something simpler. Now they have smoother workflows, better productivity, and easier day-to-days.

Case Study

How PlattPointe handles big deals with a lean team

How does a lean team manage hundreds of deals? See how PlattPointe uses their CRM, automation, and Google Workspace to stay organized.

Case Study

How Home Fusion built a system that works as hard as they do

A behind-the-scenes look at how a relationship-driven real estate team stays organized, consistent, and on top of every deal with Copper.

Case Study

Building unforgettable experiences with a powerhouse sales process performing behind the scenes

From bold global builds to seamless handoffs, Expose Designs uses Copper to power a smarter, clearer sales process behind the scenes.

Case Study

How this sports agency doubled its client base without dropping the ball

Spreadsheets couldn’t keep up. Learn how Weave Agency used Copper CRM to stay organized, automate workflows, and double its client base in one year.

Case Study

How LiveX built a powerful production machine with Copper

From job holds to live broadcasts, see how LiveX uses Copper CRM to keep fast-moving productions organized, staffed, and running smoothly.

Case Study

How AJ Financial built a more efficient client experience with Copper

How one advisory firm streamlined workflows and delivered a smoother client experience.

Case Study

How Hello Artists uses Copper to align agents, artists, and clients

Creative agencies deserve a CRM that’s as flexible as their process.

Case Study

How Planet Argon exceeds client expectations with Copper and Parallax

Here's how the right tech stack helped them sync their whole team.

Case Study

How Kontent Partners brought order to creative chaos

Here's how one video production agency replaced spreadsheets and scaled smarter with Copper CRM.

Case Study

How one change gave Moonstone Marketing 90k in pipeline clarity

See why this founder made the switch from spreadsheets to a CRM.

Case Study

Perceptual Intelligence® optimizes client services with Copper

How one leadership development company used Copper to boost efficiency.

Case Study

Veterans Valor enjoys 600% growth in 10 months using Copper

VA claims consulting firm streamlines client engagement and increases client base 10X

Case Study

On Your Feet crafts a winning client strategy with Copper

Refining their consulting firm’s relationship-building and sales strategy using Copper

Case Study

Silicon Foundry builds a network made of gold over 5 years with Copper

Perfecting the warm handoff as a business advisory firm and tech innovation matchmaker

Case Study

Exit Design chooses Copper over HubSpot — and isn’t looking back

Why the experiential design firm switched back to Copper after a disappointing HubSpot experience

Case Study

Polymath expands customer relationships and engages new audiences with Copper X Mailchimp

Creative powerhouse improves customer nurture with personalized outreach

Case Study

SportsDataIO builds a segmented newsletter strategy with Copper X Mailchimp

Sports data provider enhances how they nurture contacts with our Mailchimp integration

Case Study

Custom packaging provider BoxUp unwraps sales pipeline growth and insights with Copper

Copper helps BoxUp scale over 6 years, managing 7 pipelines and 5 ongoing email campaigns

Case Study

How a reusable bag wholesaler packed their sales pipeline using Copper

Bagito grows profitable social enterprise with CRM pipeline management and email integrations

Case Study

Scaling a media powerhouse with Copper to keep partnerships on track

Entreprenista nurtures opportunities with 100+ potential partners in their pipeline, logging up to 20 intro calls a week

Case Study

FlightCharter grows revenue 120% using Copper’s developer API

Australian flight charter service offers unprecedented service to high-touch clientele using CRM workflow automation and custom-coded features

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The latest from the Copper blog.

News, stories and latest thinking on sales, marketing and more.

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Productivity

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The 6 best CRMs for media companies in 2026

Looking for a CRM built for media teams? Compare top CRM software for ad sales, sponsorships, deal management, and client relationships.

Productivity

Your best clients want to refer you (but here's why they don't)

Stop waiting for referrals to happen. Learn how to build stronger client relationships, stay connected, and generate more referrals for your agency.

Productivity

min read

The AI tech stack for mid-sized agencies

Compare the top AI tools for creative agencies, from CRM and content creation to project management and workflow automation.