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.
Grow your business with the right referrals
It’s hard to know what to look for first when it comes time to hire a construction project manager.
What is drip marketing and how does it work to get you more sales, more efficiently? Learn everything you need to know to set up a drip marketing campaign.
Reward customer actions tied directly to your business goals
Finding the right CRM platform comes down to asking the right CRM software questions before the purchase. Here’s what to ask.
Choose the best CRM system for your team with confidence
You can take steps to protect your organization from economic issues. Learn how recession proofing helps your small business during difficult times.
Employee adoption is key to CRM success… and it all starts with communication
How Copper’s Google Workspace CRM stacks up against Nutshell
The new QuotaPath X Copper integration makes automating your sales commission and compensation process effortless.
How to develop a marketing strategy without the guesswork
The Kikoko story
What to ask before making up your mind
Customer communication is key
What are hot leads? How do you qualify them? Learn everything about finding and nurturing hot leads, plus grab a free hot lead qualification checklist!
How to segment your customers for more effective marketing and sales
Our latest product updates are here
Our CRM made the list yet again as a Recommended for Google Workspace app
New file organization functionalities now available
Sync your VoIP phone service with your CRM to increase visibility across your teams
Our sales team breaks down best practices for sales tracking
Eliminate painful tab-switching with Copper right in your inbox and calendar
Scottish garden box retailer added B2B sales and exploded its e-commerce arm over 6 years using the platform
Master email automation with CRM data synced to your email marketing service
Our VP of Revenue Operations shares his team’s best practices
