CRM resource hub.

Guides, comparisons, and templates for choosing (and actually using) the right CRM.

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CRM vs project management: Which one do you actually need?

Not sure if you need a CRM, a project tool, or both? Here's how to tell the difference and pick the right fit for your team.

Blog Post

min read

The unabridged Copper CRM glossary

Decode CRM buzzwords with these simple definitions

Copper CRM Playbook

Get answers to your burning questions, from what is CRM, to why do you need it, and how can your teams use CRM?

Agencies

Power your lead gen and project delivery

Media & Creators

Manage sponsors, partners, and campaigns easily

Financial Services

Manage finances and compliance with ease

Consulting

Grow client relationships and simplify work

Corporate Development

Nurture founder relationships and outreach

Construction

Win bids and deliver your team’s best work

Commercial Production

Turn your producers into strategic partners

Realtors & Agents

Manage and track your relationships and listings

SaaS & Tech Companies

Innovate and scale faster with less CRM busy work

CRM questions, answered.

What is a CRM and what does it do?

A CRM (customer relationship management) is software that helps you track contacts, conversations, and deals in one place instead of spreading them across inboxes and spreadsheets. It gives you a clear view of every relationship, so you always know who to follow up with and where each deal stands.

How do I choose a CRM for a small team?

Choose a CRM that's easy to set up without a dedicated admin, fits the tools your team already uses, and only includes features you'll actually use. For small teams, that usually means simple pipeline tracking, easy contact management, and native email and calendar integrations, not the complex features built for large sales orgs.

Which CRM works best with Google Workspace?

Copper is the CRM built specifically for Google Workspace. It lives directly inside Gmail, Calendar, and Drive so you can manage contacts and deals without switching tabs, and it's the only CRM that's a Recommended for Google Workspace app.

How much does a CRM cost?

CRM pricing typically runs from $10 to $150+ per user, per month, depending on features and team size. Copper's plans start at $29 per user per month (or $23 with annual billing), with a 14-day free trial to try it out first.