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.
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.
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
