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
What is CRM and why do you need it?
Get inspired and learn from Copper customers
Find answers and tips for mastering Copper
Build apps that connect with Copper
Looking for a CRM built for media teams? Compare top CRM software for ad sales, sponsorships, deal management, and client relationships.
Stop waiting for referrals to happen. Learn how to build stronger client relationships, stay connected, and generate more referrals for your agency.
Compare the top AI tools for creative agencies, from CRM and content creation to project management and workflow automation.
When you put your data into a CRM, does it stay yours? Here's the CRM data ownership question every team should ask, plus four things to check before you commit.
Not sure if you need a CRM, a project tool, or both? Here's how to tell the difference and pick the right fit for your team.
Want to go deeper? Click on a category below for more from Copper.
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.
When the economy hits a downturn, customer engagement and retention become key. Here’s how to nurture and improve customer relationships even when the going gets tough.
What’s your ideal sales commission structure? Take our quiz to find out which is most compatible with your selling style.
Love working with Gmail and Copper, but wish there was a desktop app? Shift has you covered.
Create stunning proposals in minutes using your Copper CRM data
Use these common business email templates as a jumping-off point so you & your team can send them off quickly. Get all the email templates here!
How to set your business goals, plus a goal-setting worksheet
The cloud phone integration for keeping up relationships via phone and text
Learn how probing questions boost sales by uncovering real prospect pain points. Discover questioning tips, examples, and tactics to close more deals.
Hiring an account executive? Learn about the 7 things to look for while you're interviewing and hiring to put together the best sales team.
How this account manager is transforming processes at her creative agency
An email newsletter is an incredible tool for regular communication with your audience. Here's how to create one + make it work for your business.
Discover integrations you never knew you needed
Shopping for a special salesperson in your life? Need gift ideas for your entire sales team? Get inspired with these 23 gifts for salespeople.
Try these open-ended conversation starters to liven up your sales outreach and nurture prospects with ease.
Decode CRM buzzwords with these simple definitions
Open houses are the bread and butter of every realtor. But how do you write a good follow-up email to get the maximum number of leads? Here's how.
