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
CRM 101, no jargon required.
What to customize, common pitfalls to avoid, and how the right setup keeps your team actually using the tool.
When you put your data into a CRM, does it stay yours? Here's the CRM data ownership question every team should ask, plus four things to check before you commit.
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.
Learn about what makes a CRM easy to use & what kind of user experience to look for when shopping for one. Already have a CRM? See if its UX is up to par.
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.
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.
Learn about how CRM has evolved over the years and what the future of the space holds.
Simplifying lead nurturing, tracking sales, & increasing customer retention are just a few benefits of using CRM software. Read more here!
What happens when your CRM can’t support delivery (and how the right tool can fix it).
Struggling to stay organized? A CRM might be your best next move.
Decode CRM buzzwords with these simple definitions
Sync your VoIP phone service with your CRM to increase visibility across your teams
Let's take a look at how and why so many SMB professionals across industries use multiple
CRM analysis can be very powerful, giving businesses insights to help them understand their customers and grow. Here’s how it can add value to your business.
From improving social selling to giving you more insight into relationships, learn how contact management with a CRM keeps your sales team productive and organized.
You don’t have to be by a computer to build customer relationships. Here are four reasons to start using a mobile CRM today!
How are CRMs hindering companies? What should you look for in a good CRM tool? What's Copper anyway? Everything will be answered here.
Get answers to your burning questions, from what is CRM, to why do you need it, and how can your teams use CRM?
Here are six features that are going to shape the future of CRM software.
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