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.
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
CRM and email marketing, perfectly in sync
Drive business efficiency with appointment scheduling tools
Boutique recruiting firm tracks 105+ job openings and 50,000+ applicants simultaneously
Take a warm approach to B2B emails for best results
By Sam Moorhead, Copper VP of Sales
We recap our most popular webinar yet
Build your digital marketing strategy with a deep-dive competitive analysis
Video production agency partner created an open-source Coda Pack to use with Copper
Sending strong networking emails allows you to connect with other professionals. Find out how to get clicks, with strong subject lines for your messages.
