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.
Many organizations experience periods of customer churn. Study 4 causes of customer defection, including lack of engagement, & decrease your churn rate.
With the help of Engine Insights, we recently surveyed a sample of 500 sales and marketing professionals about their approach to the sales + marketing strategy, and customer engagement, in 2020. See the results.
Want to keep your customers happy? Here are some strategies for wholesalers who want to keep their business booming and get retailers coming back for more.
Train your sales team to prospect smarter with these 8 sales prospecting training tips.
Learn how to leverage powerful reporting tools that can help drive informed decisions, cut costs, and increase revenue for improved business health.
Learn the step-by-step process for creating a real estate sales funnel that collects, nurtures and converts your leads into home buyers.
In case you missed it: G Suite is now Google Workspace. Let’s look at all the new Google Workspace features, so you know how to use this new Google platform.
From prospecting to objection handling, discover what it takes to be successful at every stage of the sales cycle from the sales lead experts at Copper.
Get strategic with your email sequences by setting goals to easily track metrics and gauge progress. Start today with these tips.
CRM analysis can be very powerful, giving businesses insights to help them understand their customers and grow. Here’s how it can add value to your business.
Lead generation is the strategy behind customer creation. Learn the steps to lead generation, lead qualification and more.
Struggling to create a fully functioning sales funnel that can convert? We break down 2 sales funnels step-by-step to give you the inspiration you need.
Sales conversation starters can be awkward. But that doesn't mean reps have to resort to awkward ice breakers. Here are 9 good ways to start sales convos.
What’s the difference between G Suite and Google Workspace? Read our ultimate G Suite vs Google Workspace comparison, with a price and feature breakdown.
Learn how to send bulk emails to a huge list of contacts at once without spamming them and getting blacklisted.
Learn about what the ANUM sales framework is and when to use it compared to other frameworks like BANT and CHAMP.
Is your real estate team communicating? Read our take on getting internal communications right in the real estate biz and how a real estate CRM can help.
Copper CRM 2020 Partner Awards
Our new email sequences feature offers simple email automation and personalization that lives right inside Copper CRM. Learn more.
Copper acquires Sherlock for tracking product qualified leads and prospect engagement. February 4 2021. Sherlock is an innovative engagement analytics and scoring platform, and surfaces your prospects and customers’ intentions in a way that drives action for sales, account management and customer success professionals.
Need a few tips on writing effective email sales pitches? Here are five, along with ideal scenarios for using each.
No matter how strong your marketing tactics are, sales performance is the main driver behind a business' health.
See how RHR International is building more meaningful relationships—and increasing sales—with Copper CRM and G Suite.
Your customer onboarding process can be the difference between long term customers and people who sign up for your product once and never return. Here's how to get it right.
