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.
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.
Start your holiday shopping with these inspiring small business retailers
Whether you’re new to sales or a seasoned professional, there’s always room for you to improve your sales skills and perfect your trade.
Learn about the importance of teamwork and the four essential elements to improve cross-team collaboration.
Supercharge productivity and organization with stronger inbox integration
Learn how to make an email list in Gmail the fast way and see how it compares to the old-fashioned way in this step-by-step guide.
A thriving hybrid work model is only possible with the right tech. These 5 tools will help with team collaboration, no matter where they’re working.
Maximize the effectiveness of your sales meeting. Discover strategies for efficient and engaging meetings, whether in-person or remote, that your team will appreciate.
Every pipeline requires lead qualification. Learn how lead qualification works and the 3 ways you can qualify Google Meet webinar leads.
Our Google integration just got better
Stand out and increase open rates with these click-worthy sales email subject line ideas and templates that will improve your workflow.
Keep your business workflows running smoothly in the face of employee turnover
