Case studies
Case Study
How an AI-powered Search Engine Automates Workflows with CRM
Learn how Sajari, an advanced search + matching platform, minimizes manual data entry with a CRM and uses that time more productively.
Case Study
How Amigo Manages Multiple Streams of Business with Copper
See how Amigo agency's team uses Copper CRM to keep a variety of business relationships in one place and manage tons of different pipelines.
Case Study
How a Winner from Shark Tank Wins Sales with a CRM
Learn how WildEarth is disrupting the dog food industry by using biotechnology + cellular agriculture—and CRM. (You might’ve seen them on Shark Tank!)
Case Study
How a Photo Booth Maker Streamlines Its Workday with Copper
See how a photobooth maker manages huge business growth using Copper CRM.
Case Study
How a Freight Company Makes Global Moves with a CRM
Learn how Epic Freight uses a CRM to manage every step of the moving process, from getting more clients to optimizing their pipelines.
Case Study
How A Creative Agency Builds Picture-perfect Relationships
Learn how Corduroy Media, a video production company & creative agency, uses Copper to manage production pipelines & client relationships more efficiently.
Case Study
How a 50-year-old Company Finally Started Using a CRM
See how Tamlyn, a building materials company, improved efficiency + alignment by using the first CRM in its company’s history, Copper.
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Case Study
Empowering Creative Brands to Redefine Their Sales Process
With a distributed team & inboxes flooded with customer messages, Creative Brands knew they couldn't keep using spreadsheets. Check out their CRM story.
Case Study
Education Startup Udacity Uses Smart CRM to Build Their Sales Process
Udacity uses Copper to build their business process - Copper has saved Udacity significant amount of time on implementation and adaptation.
Case Study
CRM for Fundraising? Here's How Adrenaline Does It
Adrenaline Fundraising helps 13,000 high school sports teams per year. See how it uses Copper CRM to grow the business and close more deals.
Case Study
Copper Provides the Data and Insights to Drive 238% Revenue Growth
Learn about how agency Post Modern Marketing uses Copper CRM to handle data, manage relationships, and drive 238% revenue growth.
The latest from the Copper blog
News, stories and latest thinking on sales, marketing and more.
Opportunity management in CRMs and 2026 best practices
Boost forecast accuracy and close more deals with smarter CRM opportunity management, AI automation, and better pipeline visibility.
5 ways to use forms across your entire client lifecycle
Most forms stop at intake. These don’t. Explore 5 ways connected forms can create records, update pipelines, trigger follow-up, and keep work moving across the customer lifecycle.
10 min READ
Lead management in CRM: Best practices for building stronger customer relationships
Learn how to organize leads, automate follow-ups, and build stronger customer relationships with the right CRM strategy.