Copper blog
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.
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.
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.
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.
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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Popular
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.
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.
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!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.