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<h1>Copper CRM for Financial Services</h1>
<p>The only CRM built for Google Workspace, used by Google and recommended by Google.</p><p>Try it free for 14 days. No credit card needed.</p>

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<h3>See how easy it is.</h3>
<p>Get started in minutes. Let us show you how business like yours are succeeding with Copper today.</p>

Copper

#1 CRM for G Suite for Financial Services

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Copper CRM

Copper isn’t just another CRM. We built it from the ground up to help you cultivate enduring relationships with your clients. We wanted a change from unwieldy databases with legions of custom fields, so we reimagined CRM software to enable purposeful collaboration between you and the people who matter most to your business. With Copper, your business will grow the right way: with loyal customers for life.

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Learn about how venture capital firm IrishAngels uses Copper instead of spreadsheets to manage relationships, deal data, and more.

How IrishAngels Doubled Its Deal Pipeline with Copper in One Quarter

Urbanvolt Case Study

UrbanVolt’s team is constantly keeping up with a high volume of inbound leads coming in. They use Copper to assist in scaling their business.

Why UrbanVolt Chose Copper to Help Scale Business

Antrim Case Study

See how Antrim uses Copper as its go-to hospitality CRM solution, with customizable pipelines and a variety of integrations.

Why Copper is Antrim 1844’s Choice for Hospitality CRM

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See how the UK's Adelphoi has reinvented itself constantly to remain on top of the music industry—while always keeping relationships at the forefront.

The Relationship-makers Series: How Adelphoi Modernized the Record Label Business

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Learn about how E Co.’s team of multidisciplinary specialists are helping organizations create low-carbon, climate-resilient projects around the world.

The Relationship-makers Series: A Global Climate Change Task Force

OZ Sports

Switching from Salesforce to Copper, the OZ team has found a highly efficient method to streamline their business process using Copper.

The OZ Team Replaces Salesforce with Copper to Drive Success

TAS Tradesoft

John Logan and the TAS TradeSoft teams oversee financial projects requiring extensive custom reporting. Discover how they tackle this with Copper.

TAS TradeSoft Takes On Financial Projects & More with Copper

Sigora Solar

Learn how Sigora Solar is using Copper CRM's robust and cross-functional toolset to create an effective and efficient process for their sales pipeline.

Sigora Solar Uses Copper to Bridge Sales and Operations

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In operation for over two decades, Palantir is a full service web design and development firm based in Chicago. The team uses Copper to optimize their funnel, forecast sales, and overall drive their business.

Palantir.net: Winning in Web Design and Development

Lonestar Press

Copper and its tight integration with Google Apps have helped improve their productivity, collaboration and most importantly, helped them build and grow their customer relationships.

Lone Star Press Accelerates Sales with Copper & Google Apps

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Learn about how agency itBrand uses Copper CRM to manage client relationships and earn more business.

itBrand’s Journey to a Customer-Centric CRM Software

Zivelo

See how Zivelo accelerates their sales and business development efforts by using Copper’s deep integration with Google Apps.

How Zivelo Accelerates Sales & Biz Dev With Copper

Swingsearch

Learn how a California-based recruiting firm uses CRM to effectively manage their VC partners and clients nationwide—and is continuing to grow, fast.

How SwingSearch Stays on Top of Recruitment with Copper

Sunfunder

Learn how SunFunder multi-continental team is using Copper CRM as they transform the solar financing industry.

How SunFunder Manages Millions in Capital Using Copper

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See how Storm Ventures, a venture capital firm, transformed its workday with a CRM

How Storm Ventures Transformed Its Workday with a CRM

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Social x Data works to organize businesses from the ground up. Discover how the consulting firm introduces Copper to their clients.

How Social x Data Introduces Copper to their Clients

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Learn about how Smartpress, an online printing company, left an inefficient CRM and onboarded the whole team onto a new one in just 8 weeks.

How Smartpress Adopted a CRM That Everyone Loved

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Learn about how Sail Internet tripled revenue in a year with Copper CRM, thanks to its Gmail integration and lead management features.

How Sail Internet Tripled Revenue in 1 Year with Help from Copper

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Learn how Reali, a real estate tech company, powers its relationships with a CRM: Copper.

How Reali Strengthens Real Estate Relationships with a CRM

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See how Rasco, an innovative workwear apparel company, manages its international team—and finally got ROI out of going to tradeshows—with Copper, a CRM.

How Rasco Aligns Its American & Canadian Teams with a CRM

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Learn about how OneSupport smoothly onboards 10-15 new agents every week with Copper, the CRM designed for and recommended by Google.

How OneSupport Supports 173% Growth and Rapid Hiring with Copper

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Learn how Tank Connection—a leading storage tank company—transformed the way it manages data, its sales structure + customer relationships with Copper CRM.

How One Person Set Up Copper for Tank Connection's Team

Lumapps

See how LumApps used Copper CRM to manage an explosion of new relationships resulting from 2,000% lead growth.

How LumApps Uses Copper to Manage 2,000% Lead Growth

Local Roots

See how Copper CRM has helped Local Roots bring farming closer to consumers and helped the team organize its global business.

How Local Roots is Building the Future of Farming with Copper

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See how Jeni’s Ice Cream, one of the most delicious ice creams in the world, uses Copper as its CRM to boost sales, do field marketing, train employees, and more.

How Jeni’s Ice Cream Uses a CRM for Sales, Marketing & More

Loveyour Melon

Committed to putting a hat on all kids with cancer in the US, Love Your Melon uses Copper to organize communications with people across the country.

How Customizing Copper has Helped Love Your Melon Spread Their Mission

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See how RHR International is building more meaningful relationships—and increasing sales—with Copper CRM and G Suite.

How Copper "Turned Selling into a Team Sport" for RHR

Bulu

Discover how the Bulu Box team uses Copper CRM to collaborate better, keep track of clients, and supercharge business development

How Bulu Box Streamlined Business Development with Copper

Bajillion

Copper has helped Bajillion Agency maintain clean data, collaborate more efficiently and automate their workflows.

How Bajillion Agency Uses Automated Tasks to Get Things Done

Il Fiorello

Discover how Il Fiorello, an olive oil company, spends 92% less time on billing and invoicing because of Copper CRM.

How an Olive Oil Company Saves Time Like Never Before with Copper

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Learn how Sajari, an advanced search + matching platform, minimizes manual data entry with a CRM and uses that time more productively.

How an AI-powered Search Engine Automates Workflows with CRM

Amigo Case Study

See how Amigo agency's team uses Copper CRM to keep a variety of business relationships in one place and manage tons of different pipelines.

How Amigo Manages Multiple Streams of Business with Copper

Photo Booth International

See how a photobooth maker manages huge business growth using Copper CRM.

How a Photo Booth Maker Streamlines Its Workday with Copper

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Learn how Epic Freight uses a CRM to manage every step of the moving process, from getting more clients to optimizing their pipelines.

How a Freight Company Makes Global Moves with a CRM

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Learn how Corduroy Media, a video production company & creative agency, uses Copper to manage production pipelines & client relationships more efficiently.

How A Creative Agency Builds Picture-perfect Relationships

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See how Tamlyn, a building materials company, improved efficiency + alignment by using the first CRM in its company’s history, Copper.

How a 50-year-old Company Finally Started Using a CRM

Creative Brands

With a distributed team & inboxes flooded with customer messages, Creative Brands knew they couldn't keep using spreadsheets. Check out their CRM story.

Empowering Creative Brands to Redefine Their Sales Process

Udacity

Udacity uses Copper to build their business process - Copper has saved Udacity significant amount of time on implementation and adaptation.

Education Startup Udacity Uses Smart CRM to Build Their Sales Process

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Adrenaline Fundraising helps 13,000 high school sports teams per year. See how it uses Copper CRM to grow the business and close more deals.

CRM for Fundraising? Here's How Adrenaline Does It

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Learn how WildEarth is disrupting the dog food industry by using biotechnology + cellular agriculture—and CRM. (You might’ve seen them on Shark Tank!)

How a Winner from Shark Tank Wins Sales with a CRM

200427 Curology

Learn more about how Curology manages their partner and influencer relationships using Copper.

How Curology used Copper to transform their partnership strategy

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Copper ebook customer relationships header

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We recently surveyed more than 500 sales and marketing professionals about their company’s approach to marketing, sales and customer engagement throughout 2020. Learn about their thoughts about the future.

Survey: Customer-relationship building in 2021 | Copper CRM

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Revenue marketing report 2021: A survey on marketing and sales alignment conducted by Outfunnel and Copper

Revenue marketing report 2021

Uncover the secrets to building unwavering customer relationships with our eBook and 8 easy tips.

4 Steps to growing customer relationships

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Learn how to create a lead management process (or fix it) in order to turn more leads into long-term customers.

The Ultimate Guide to Creating a Lead Management Process

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Learn about 10 sales strategies from world-class sales teams around the world, broken down into easy-to-execute tactics in this free ebook.

The sales strategy guide

Saasy Guide to Cold Email Cover

In this ebook from Copper and Mailshake, learn how to use cold email for rapid SaaS growth.

The SaaSy Guide to Cold Email

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Download this free guide to learn how to master consultative selling.

Consultative Selling: A Step-by-Step Guide

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Download this free ebook from Copper and PandaDoc to learn how to close deals every time!

How to Seal the Deal: The Pro Guide to Closing Sales

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Ready to lower churn and build more valuable relationships with customers? Grab this free guide.

Strategies for reducing churn

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Get this ebook to learn the 4 perks of CRM that few teams know about.

The Impact of CRM in the Relationship Era

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Download the free ebook to find out how to make your team awesome at team selling.

The Guide to Team Selling in the Relationship Era

Customer Management in the Relationship Era

We surveyed 1,059 pros to discover how they build lasting customer relationships.

The State of Customer Management in the Relationship Era

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Get this ebook to learn how to build long-term relationships with the help of CRM.

The Future of Relationship Management

Agency CRM Guide Blog

Get this free ebook to learn how to set your agency's CRM (the right way).

Creative agency CRM buyer’s guide

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Download this free ebook to learn how to manage VC relationships with your CRM.

The CRM Best Practices Ebook for VCs

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Grab this free ebook to learn how to use CRM to grow your tech company and increase sales.

CRM Best Practices for Tech Ebook

Download this free ebook to learn how to get more out of your CRM software.

Copper CRM for Financial Services

Choose the right CRM for your business.

See how easy it is.