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.
Houwzer has added 170 employees and 14 teams across 7 states since 2015
Choosing the right tech tools doesn’t have to be overwhelming. Discover 9 essential tools entrepreneurs & small businesses need to thrive from day one.
Improve how you're supporting the customer experience
How the new email nurture integration skyrocketed the real estate firm's results
No matter what you’re selling or who you’re pitching to your pitch is your bread & butter. Read these pitch examples to increase your closing rate.
Majority of sales + marketing leaders optimistic about revenue goals — but disjointed initiatives may challenge the win
How a CRM can help
How to structure, write, and deliver an incredible sales pitch, plus examples from real brands for helpful sales pitch ideas.
5 ways to simplify email campaigns with a CRM solution
From jobsites to team meetings and WFH, the Egan team stays up-to-date via mobile
Learn how to whitelist emails in Gmail, why it's important when you have important contacts, and a few shortcuts to save time while doing it.
Follow these seven sales prospecting tips and start landing more high-quality leads than ever.
Don't fall into these traps when setting sales quotas for your team. Plus, learn about the best ways to set quotas that are both challenging and realistic.
Good and bad examples, plus templates to use yourself
Creating an Outage Communication plan benefits retaining your loyal customers. Follow several best practices for you to help with your outage process.
Take back control of your time
How to develop healthy, authentic relationships with prospects
Copper's CRM software integrated with Mailchimp takes email marketing to the next level
Google Product Manager sat down with Copper's CEO to share their 2022 Google Workspace roadmap
A helpful way for sales managers to build up their teams is to use training strategies & techniques. Read tips to make the sales training process fun & special.
How regional real estate firm grew team of agents by 37%
Sales lead management can give your marketing and sales processes a big boost. But what does it actually take to manage your sales leads?
Grab our eBook for in-depth tips to get the most from your go-to Workspace apps
We’ve gathered the best Gmail tips to help you maximize productivity and get the most out of Gmail for your biz. Plus, how to elevate your game with Gmail + CRM.
Cross-functional team collaboration is hard. Try these 5 tips to lead your remote team to success, no matter what.
