Keep all your relationships in one place
Set up the pipelines that work for you
Build workflows that keep everything moving
Build, personalize, scale and automate
Create recurring tasks and notifications
See how your business is doing with custom reports
Connect to your favorite apps and tools
Stay connected wherever you go
Manage contacts, deals, and more, in one place
Power your lead gen and project delivery
Grow client relationships and simplify work
Turn your producers into strategic partners
Manage sponsors, partners, and campaigns easily
Nurture founder relationships and outreach
Manage finances and compliance with ease
Win bids and deliver your team’s best work
Discover tips and strategies to grow your business
Tune in and learn from our experts
Upgrade your CRM skills with expert advice
Everything you need to choose the right CRM
Get inspired and learn from Copper customers
Find answers and tips for mastering Copper
Build apps that connect with Copper
Everything you need to know to choose the right CRM for your team
What mobile integration should mean for a construction team, the features worth paying for, and how to pick a CRM your people will use.
Compare 7 CRMs for agencies, consultancies, and professional services firms. Real 2026 pricing, who each tool fits, and how to choose.
Keep every pod, stakeholder, and handoff aligned, from kickoff to year seven.
Getting decades of client trust out of your head and into a system.
Want to go deeper? Click on a category below for more from Copper.
Unlock powerful insights and optimize your sales strategies with these top call tracking tools.
From onboarding time to ease of use, Copper's the clear winner for Exit Design
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.
How do you follow up with a prospect after an event or a referral from a mutual connection? Learn how to write the perfect sales follow-up emails.
Learn how to set consulting rates for yourself and your firm, from hourly and project fees to blended rates and advisory retainers.
Integrating CRM with Gmail can do amazing things for your productivity.
Creative agency uplevels their email marketing game
How does the new data privacy framework regulating EU-US data transfer impact GDPR requirements? We cover everything you need to know.
How a calendar helps organize your email marketing strategy
Knock out your email communication on your schedule while optimizing send time
Easily editable lists, quicker list creation and more are coming to Copper CRM soon. Check out our updates.
Improving monthly newsletter segmentation with our Mailchimp integration
Have ever sent an email you regret? Configure your Gmail to recall an email by following these steps. Learn how to adjust your settings here.
Use Import2 to move all historical data from your existing CRM system to Copper
We’re the only CRM solution to make the list — for our integration with Google Workspace to support collaboration, efficiency and productivity
Her take on everything from the CMO to CEO transition, the implications of AI and taking risks in your career
Create a lead management process by organizing leads, scoring leads, nurturing leads & collaborating with your team to close deals. Read more.
Use Avoma and Copper to sync valuable meeting insights into your CRM system
Our top picks for Salesforce alternatives that deliver the most value
Everything you need to know to nurture leads and amplify sales
How to drive sales success by effectively scoring your leads
After Salesforce's recent layoffs, find out what this means for its small business CRM customers – and if it's still a good fit.
Use Coda and Copper to easily pull in business data from CRM and other systems to help teams visualize their projects and take action
How and why Copper defined our CRM product principles, and why we think they’ll make a difference for our users.
Parallax’s resource management planning tool combined with Copper CRM helps agencies prepare and staff for projects smoothly. Find out how it works.
