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
Real steps for getting more out of your CRM.
What to customize, common pitfalls to avoid, and how the right setup keeps your team actually using the tool.
Boost forecast accuracy and close more deals with smarter CRM opportunity management, AI automation, and better pipeline visibility.
Learn how to organize leads, automate follow-ups, and build stronger customer relationships with the right CRM strategy.
Download Copper's free CRM Google Sheet template and learn how to set it up step by step. Track leads, contacts, and deals without any paid tools.
Simplify your workflow: Discover 5 ways small businesses use CRM project task management to track tasks, clients, and projects efficiently.
Struggling with CRM issues? Fix messy data, low adoption, broken workflows, and turn your system into a reliable, growth-driving tool.
It’s not just a sales and marketing tool
There are tons of benefits of CRM for your sales team. We’re sharing seven — plus how to use CRM for sales to drive the best results.
Learn how to track and calculate CRM ROI with a step-by-step formula, revenue drivers, cost savings, and practical tips to improve your return.
A complete CRM implementation plan with 10 essential steps, realistic timelines, team roles, and common pitfalls. Build a system your team will actually use.
Master CRM data migration best practices to clean, move, and protect your data with minimal downtime and better team adoption.
Learn proven CRM adoption strategies that drive real user engagement. Practical tactics to get your team using your CRM consistently and boosting revenue.
Get organized this year! Give your CRM a reset with these quick wins you can set up in 15 minutes or less.
Did you know you can create custom CRM fields? Find out how, plus learn what the different field types really mean along with examples on how to use them.
Learn what Google Contacts can and can’t do — and when upgrading to a Google-friendly CRM makes managing clients easier.
A guest blog by Ryan Robinson of Ryrob.com
Integrating CRM with Gmail can do amazing things for your productivity.
Employee adoption is key to CRM success… and it all starts with communication
Customer communication is key
Master email automation with CRM data synced to your email marketing service
Keep your business workflows running smoothly in the face of employee turnover
How not to fail at onboarding onto a new CRM: 4 common reasons onboarding doesn’t always work, along with solutions for sales teams.
Learn why required text fields are an important (but often overlooked) factor to consider in a CRM, plus a master list of fields every CRM should have.
Managing an effective pipeline is hard. In this blog, our CRM experts share 3 CRM hacks you can use to keep your pipeline performing at its best.
In this article, we’ll look at 3 sales forecasting techniques that use nothing more than the data in your CRM to produce accurate sales forecasts.
Don’t let your prospects go quiet! Learn 3 techniques to improve your reply rate using your CRM from the experts at Copper.
Sales quotas can be the perfect engine for your sale team—or its downfall. In this blog, our experts share some proven sales quota setting tips using a CRM.
A starter guide for what to expect from migrating from Excel spreadsheets to CRM, including how to set it up, import data, and customize text fields.
Learn how to set up your CRM with our practical CRM guide for admins, covering fields, customization, and workflows. Discover everything you need here.
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