Case studies
Case Study
How ID360 keeps long-term client work from turning into complete chaos
From coaching programs to client follow-ups, see how ID360 uses Copper to keep every relationship on track.
Case Study
Aux Mode: From a kitchen startup to a content powerhouse
Case Study
How UniVicoustic turned down CRM noise and turned up team momentum
UniVicoustic swapped a clunky CRM for something simpler. Now they have smoother workflows, better productivity, and easier day-to-days.
Case Study
How PlattPointe handles big deals with a lean team
How does a lean team manage hundreds of deals? See how PlattPointe uses their CRM, automation, and Google Workspace to stay organized.
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.
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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.
Case Study
How AJ Financial built a more efficient client experience with Copper
How one advisory firm streamlined workflows and delivered a smoother client experience.
Case Study
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.
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.
The latest from the Copper blog
News, stories and latest thinking on sales, marketing and more.
5 min READ
The best CRM for agencies (and how to choose the right one)
The best CRM for agencies isn't the one with the most features — it's the one your team will actually use. Here's how to choose, and why Copper fits agencies that run on Google Workspace.
7 min READ
Top 5 folk CRM alternatives in 2026
Looking for a folk CRM alternative in 2026? We broke down the top 5 options.
8 min READ
Why your CRM should live inside Google Workspace
Your client relationships already live in Gmail, Calendar, and Drive. So why is your CRM somewhere else? Here's why a Google-native CRM changes everything — and what it looks like in practice.