Copper blog

Featured image: Efficient project management with Pipelines

Productivity - 4 min READ

Efficient project management with Pipelines

Experiencing project chaos? Learn how Pipelines can help you track and manage every step of your process.

Featured image: Consulting use case: Veterans Valor

Client success - 4 min READ

Consulting use case: Veterans Valor

This consultancy has grown its client base exponentially using three Copper features: pipelines, the Copper feed and tasks for collaboration.

Featured image: Top 6 things to look for in a CRM for agencies

7 min READ

Top 6 things to look for in a CRM for agencies

Some CRMs are better-suited for agencies than others. Learn what features to look for in an agency CRM — and what you don't need.

Featured image: An easy way to track your critical workflows

Productivity - 6 min READ

An easy way to track your critical workflows

Building the right pipeline structure in your client relationship system, for sales or non-sales workflows, can help you better manage key processes. Here's how.

Featured image: CRM sales and marketing alignment: Finding the right approach to smarter selling

Sales - 6 min READ

CRM sales and marketing alignment: Finding the right approach to smarter selling

Discover how to sell smarter by aligning your CRM sales and marketing initiatives.

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Featured image: Copper CRM product principles … 2023 and beyond

6 min READ

Copper CRM product principles … 2023 and beyond

How and why Copper defined our CRM product principles, and why we think they’ll make a difference for our users.

Featured image: An easy way to track your critical workflows

6 min READ

An easy way to track your critical workflows

Building the right pipeline structure in your client relationship system, for sales or non-sales workflows, can help you better manage key processes. Here's how.

Featured image: How to get more leads and hit your sales quota

3 min READ

How to get more leads and hit your sales quota

Skip the looming dread of missing your sales quota with these expert tips on how to get more leads.

Featured image: Case study: SportsDataIO powers a personalized email marketing strategy with Copper X Mailchimp

2 min READ

Case study: SportsDataIO powers a personalized email marketing strategy with Copper X Mailchimp

Fast-growing sports data provider added our Mailchimp integration to Copper CRM to power up their email marketing with personalized newsletters.

Featured image: How to say "thanks" to a client or customer for their business

Sales - 8 min READ

How to say "thanks" to a client or customer for their business

Learn how to thank customers effectively with our guide. Discover strategies for sending personalized thank you notes and emails that strengthen your business relationships.

Featured image: Case study: Creative agency returns to Copper after trying HubSpot

Copper news - 2 min READ

Case study: Creative agency returns to Copper after trying HubSpot

Learn why experiential design studio Exit Design went back to Copper after trying HubSpot — and what made the Copper experience better.

Featured image: 7 cold calling script ideas to get appointments

Sales - 14 min READ

7 cold calling script ideas to get appointments

The more sales appointments you book, you more likely you are to close deals. Try these 7 cold calling scripts to get appointments that'll turn into sales.

Featured image: How to hyperlink in Gmail messages & signatures

Productivity - 7 min READ

How to hyperlink in Gmail messages & signatures

To use the keyboard shortcut, highlight the anchor text, hit Ctrl+K if you’re on a PC or Cmd+K if you’re on a Mac. Check more Gmail shortcuts!

Featured image: 5 Key benefits of integrating CRM with Gmail for streamlined sales communication

Sales - 6 min READ

5 Key benefits of integrating CRM with Gmail for streamlined sales communication

Integrating CRM with Gmail can do amazing things for your team’s productivity. We share 5 key benefits.

Featured image: Case study: Polymath improves customer nurture with targeted outreach using Copper X Mailchimp

Copper news - 1 min READ

Case study: Polymath improves customer nurture with targeted outreach using Copper X Mailchimp

When looking for a sales CRM, this creative agency chose Copper for its Google and Mailchimp integrations. Read their story.

Featured image: GDPR compliance and the new EU-US Data Privacy Framework: A quick guide

Sales - 5 min READ

GDPR compliance and the new EU-US Data Privacy Framework: A quick guide

How does the new data privacy framework regulating EU-US data transfer impact GDPR requirements? We cover everything you need to know.

Featured image: 9 Easy steps for crafting an effective email marketing calendar

Marketing - 9 min READ

9 Easy steps for crafting an effective email marketing calendar

Learn how an email marketing calendar helps organize your email marketing strategy to make your campaigns more effective.

Featured image: How to schedule an email in Gmail: 5 simple steps

Client success - 10 min READ

How to schedule an email in Gmail: 5 simple steps

If you’re wondering, can I schedule an email in Gmail? The answer is yes. Follow these 5 steps for email scheduling in Gmail.

Featured image: How to promote your consulting business

Marketing - 12 min READ

How to promote your consulting business

Learn about 10 marketing strategies for consultants who want to build a client base, nurture relationships, and close more business.

Featured image: Coming soon to Copper: Three new features in Lists

Copper news - 5 min READ

Coming soon to Copper: Three new features in Lists

Easily editable lists, quicker list creation and more are coming to Copper CRM soon. Check out our updates.

Featured image: Up your productivity with Google Sheets calendar templates

Productivity - 9 min READ

Up your productivity with Google Sheets calendar templates

Why use an out-of-the-box Google Sheets calendar template when you can create your own? Here’s how.