Case studies

Case Study
How Home Fusion built a system that works as hard as they do
A behind-the-scenes look at how a relationship-driven real estate team stays organized, consistent, and on top of every deal with Copper.

Case Study
Building unforgettable experiences with a powerhouse sales process performing behind the scenes
From bold global builds to seamless handoffs, Expose Designs uses Copper to power a smarter, clearer sales process behind the scenes.

Case Study
How this sports agency doubled its client base without dropping the ball
Spreadsheets couldn’t keep up. Learn how Weave Agency used Copper CRM to stay organized, automate workflows, and double its client base in one year.

Case Study
How LiveX built a powerful production machine with Copper
From job holds to live broadcasts, see how LiveX uses Copper CRM to keep fast-moving productions organized, staffed, and running smoothly.

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How AJ Financial built a more efficient client experience with Copper
How one advisory firm streamlined workflows and delivered a smoother client experience.

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How Hello Artists uses Copper to align agents, artists, and clients
Creative agencies deserve a CRM that’s as flexible as their process.

Case Study
How Planet Argon exceeds client expectations with Copper and Parallax
Here's how the right tech stack helped them sync their whole team.
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Case Study
How Kontent Partners brought order to creative chaos
Here's how one video production agency replaced spreadsheets and scaled smarter with Copper CRM.

Case Study
How one change gave Moonstone Marketing 90k in pipeline clarity
Make the switch from spreadsheets to a CRM. When the founder of Moonstone Marketing did it, it helped her scale at an even faster rate.

Copper news - 2 min READ
How Notion scaled their influencer marketing program
Discover how Notion, with a limited team, manages a thriving influencer program using Copper for CRM and Lumanu for payments. Learn how automation streamlines communication and saves time. Read the full case study!

Case Study
Perceptual Intelligence® optimizes client services with Copper
How one leadership development company used Copper to boost efficiency.

Case Study
Veterans Valor enjoys 600% growth in 10 months using Copper
How one consulting firm grew its client base 10X and skyrocketed sales in less than a year using Copper’s client engagement platform.

Case Study
On Your Feet crafts a winning client strategy with Copper
See how consultancy On Your Feet has improved their client management and streamlined business operations using Copper.
Case Study
Silicon Foundry builds a network made of gold over 5 years with Copper
As a business consultancy, your network is your bread and butter. How Silicon Foundry used Copper to efficiently track and nurture its end-to-end relationships.

Case Study
Exit Design chooses Copper over HubSpot — and isn’t looking back
Exit Design comes back to Copper after using HubSpot because of Copper’s ease of use, simple onboarding and affordability. Read their story.

Case Study
Polymath expands customer relationships and engages new audiences with Copper X Mailchimp
A creative agency for content businesses, Polymath uses Copper X Mailchimp to power robust email marketing campaigns.

Case Study
SportsDataIO builds a segmented newsletter strategy with Copper X Mailchimp
This sports data provider turned to Copper's Mailchimp integration to refine its email marketing strategy with more segmentation.

Case Study
Custom packaging provider BoxUp unwraps sales pipeline growth and insights with Copper
Custom packaging company BoxUp uses workflow automation and email tools in Copper CRM to scale their sales process and grow their pipeline.

Case Study
How a reusable bag wholesaler packed their sales pipeline using Copper
See how Bagito evolved from a small nonprofit into a successful B2B wholesaler using Copper CRM to help manage and grow their pipeline.

Case Study
Scaling a media powerhouse with Copper to keep partnerships on track
Building a sustainable media company rests on partnerships, which is why Entreprenista chose Copper to manage its partner pipeline. Read their story.

Case Study
FlightCharter grows revenue 120% using Copper’s developer API
When customization is the end goal, Copper CRM’s flexibility and developer resources make (nearly) anything possible. Read one company’s success story.

Copper news - 4 min READ
Campfire Labs uses Copper to automate and eliminate tedious, manual tasks
How a self-proclaimed productivity geek went from using Copper at a fintech startup to a creative agency, automating processes and follow-ups for their team.
The latest from the Copper blog
News, stories and latest thinking on sales, marketing and more.

7 min READ
6 Things I learned building in a niche industry with ZoomChef
Discover 6 real lessons from building ZoomChef and how niche focus, trust, and the right systems can help you scale without losing what makes you different.

5 min READ
The best Nutshell CRM alternatives
Looking for a Nutshell CRM alternative? Compare the top options including Copper, HubSpot, Pipedrive, and more. Find a CRM that reduces busywork and fits your team's workflow.

15 min READ
Your CRM implementation best practices and 5 mistakes to avoid
A complete CRM implementation plan with 10 essential steps, realistic timelines, team roles, and common pitfalls. Build a system your team will actually use.
