Keep all your relationships in one place
Set up the pipelines that work for you
Build workflows that keep everything moving
Build, personalize, scale and automate
Create recurring tasks and notifications
See how your business is doing with custom reports
Connect to your favorite apps and tools
Stay connected wherever you go
Manage contacts, deals, and more, in one place
Power your lead gen and project delivery
Grow client relationships and simplify work
Turn your producers into strategic partners
Manage sponsors, partners, and campaigns easily
Nurture founder relationships and outreach
Manage finances and compliance with ease
Win bids and deliver your team’s best work
Discover tips and strategies to grow your business
Tune in and learn from our experts
Upgrade your CRM skills with expert advice
Everything you need to choose the right CRM
Get inspired and learn from Copper customers
Find answers and tips for mastering Copper
Build apps that connect with Copper
Cut through the noise and pick the right one.
The fastest-growing construction businesses are taking advantage of CRMs to streamline and optimize the way their work. Find out how you can too.
Looking for a CRM built for media teams? Compare top CRM software for ad sales, sponsorships, deal management, and client relationships.
Easily simplify your workflow, boost client relationships, and drive growth.
Your client relationships already live in Gmail, Calendar, and Drive. So why is your CRM somewhere else?
Discover the must-have features in a CRM for agencies. Learn how the right CRM can boost team communication, automate tasks, and empower your agency to grow.
Tired of juggling tools? Discover CRM and task management software that keeps your work, deals, and follow-ups all in one place (finally!).
Most CRMs for consultants are designed for sales teams with quotas. If you're a consultant managing 5–30 clients, here's why that's a problem — and here's what to use instead.
Choose the right CRM with a clear evaluation process, checklist, and criteria to find a system your team will actually use and grow with.
Need help choosing the right CRM? Compare flexible vs niche tools to find one that actually keeps up as your business grows.
Thinking of building your own CRM? Here’s what it really takes — and why most teams choose customization over starting from scratch.
Some CRMs are better-suited for consultants than others. Learn what features to look for in an consulting CRM — and what you don't need.
Discover 8 nonprofit CRM features that help you manage donors, automate fundraising, personalize outreach & track every relationship, all in one place.
Compare the best CRMs for service businesses in 2026. See features, pricing, and tools that support long-term client relationships.
Finding a CRM for financial services just got easier. Learn key features, compliance tips, and more to help you build and maintain client relationships.
Discover how to choose the best CRM for Gmail. Compare features, integrations, and tips to boost productivity with the right CRM.
Everything you need to manage journalism contacts without Cision, Meltwater or MuckRack.
Everything you need to know about using Mailchimp as a CRM, and when it’s best to use a separate CRM that integrates with Mailchimp.
Finding the right CRM platform comes down to asking the right CRM software questions before the purchase. Here’s what to ask.
Get this free ebook to learn how to set your agency's CRM (the right way).
5 ways to simplify email campaigns with a CRM solution
Managing donors and fundraising campaigns can be a breeze
A quick and dirty breakdown of 3 martech acronyms every business should know: DMP, CRM, and CDP. Find out which ones you need!
Download this free ebook to learn how to manage VC relationships with your CRM.
You know your nonprofit could benefit from a CRM—but do you know what features you need? Here's what nonprofits should look for in a CRM.
As a wholesaler, are you using the right features on your CRM to improve your relationships with retailers and customers? Find out how to do that here.
Do B2B and B2C companies need different types of CRMs. Well, not really. Learn about what each type of business needs and how to find a CRM.
Both up and coming & well-established startups can grow with a CRM. Study 6 things to look for when choosing a powerful & reliable CRM for your company.
What your IT team wants in a CRM, why they matter, and six things to look for to make it happen.
For real estate agents in search of a CRM, what are the must-haves? How can you find a tool that can manage leads, open houses, and client data? Here's how.
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