Copper blog

Featured image: Coda and Copper makes it easy to visualize CRM data alongside other popular tools

2 min READ

Coda and Copper makes it easy to visualize CRM data alongside other popular tools

Coda’s all-in-one document app, used together with Copper CRM, helps you combine and visualize your customer data. Find out how it works.

Featured image: Copper CRM product principles … 2023 and beyond

Client success - 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: 12 Custom sales pipeline structure ideas worth stealing

6 min READ

12 Custom sales pipeline structure ideas worth stealing

Building the right sales pipeline structure in your CRM system can help you better manage sales workflows and gain keys. Choose from these sales pipeline ideas.

Featured image: Parallax and Copper help agencies sell, plan, and hand off projects with ease

Productivity - 2 min READ

Parallax and Copper help agencies sell, plan, and hand off projects with ease

Parallax’s resource management planning tool combined with Copper CRM helps agencies prepare and staff for projects smoothly. Find out how it works.

Featured image: 5 foolproof ways to strengthen customer relationships during tough economic times

Client success - 4 min READ

5 foolproof ways to strengthen customer relationships during tough economic times

The CEO of Surfe (ex-Leadjet) shares how to nurture and improve customer relationships during tough market conditions.

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

8 min READ

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

Send automated and handwritten personalized thank you emails and notes to clients with this step-by-step guide on how to thank customers for their business.

Featured image: Recession-proofing your small business in 6 steps

7 min READ

Recession-proofing your small business in 6 steps

You can take steps to protect your organization from economic issues. Learn how recession proofing helps your small business during difficult times.

Featured image: 15 memorable customer appreciation ideas

7 min READ

15 memorable customer appreciation ideas

Surprise them with an upgrade, shine the spotlight on them, or throw a party. Let’s dive into 15 unique ways to say thanks to your customers. Read more ideas!

Featured image: Top CRM questions to ask your sales rep

5 min READ

Top CRM questions to ask your sales rep

Finding the right CRM platform comes down to asking the right CRM software questions before the purchase. Here’s what to ask.

Featured image: 7 ways your sales team can use a CRM system

Sales - 7 min READ

7 ways your sales team can use a CRM system

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.

Featured image: Copper x PandaDoc make proposal creation easy and fun

Productivity - 2 min READ

Copper x PandaDoc make proposal creation easy and fun

Introducing Copper x PandaDoc: learn how to create stunning proposals in minutes using your Copper CRM data.

Featured image: Shop small with some of our favorite Copper retailers this Small Business Saturday

Sales - 7 min READ

Shop small with some of our favorite Copper retailers this Small Business Saturday

Find perfect holiday gifts from a few of our favorite small business retailers this Small Business Saturday.

Featured image: Behold! It’s an anthology of thank you notes (for every business situation)

Client success - 2 min READ

Behold! It’s an anthology of thank you notes (for every business situation)

Saying thank you just got a whole lot easier with our done-for-you copy + paste thank you notes, from new business, teammates, condolences – you name it.

Featured image: Four unique tips for attending hybrid events

Sales - 4 min READ

Four unique tips for attending hybrid events

Hybrid events for business let people attend professional gatherings both virtually and in-person. Here are some tips.

Featured image: Bring your business goals to life in 6 steps

Sales - 6 min READ

Bring your business goals to life in 6 steps

Learn how to set business goals that are realistic and achievable, and get your team excited to work on them together.

Featured image: Copper and JustCall make connecting with customers a breeze

Productivity - 3 min READ

Copper and JustCall make connecting with customers a breeze

Use our JustCall CRM integration to sync phone calls and SMS directly to your Copper account. Here's how it works.

Featured image: 6 ways to use Copper for email marketing

Sales - 8 min READ

6 ways to use Copper for email marketing

Copper offers many tools for email marketing. Learn how to put them to best use to help drive more business.

Featured image: Campfire Labs uses Copper to automate and eliminate tedious, manual tasks

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.

Featured image: 5 reasons to fall for Copper vs. Salesforce CRM

6 min READ

5 reasons to fall for Copper vs. Salesforce CRM

From pricing to CRM features to CRM integrations, see how Copper vs. Salesforce CRM stack up.

Featured image: New integrations marketplace: Find the missing pieces

Productivity - 2 min READ

New integrations marketplace: Find the missing pieces

Discover all the CRM integrations your business needs to improve your tech stack and keep your business running smoothly.

Featured image: 23 awesome gifts for salespeople you can give year-round

Sales - 8 min READ

23 awesome gifts for salespeople you can give year-round

Shopping for a special salesperson in your life? Need gift ideas for your entire sales team? Get inspired with these 23 gifts for salespeople.