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.
See how Houwzer has grown over 6 years using Copper CRM to manage real estate agents and clients — and close more deals.
Why it’s time for SMBs to rethink their relationship with spreadsheets
Leaders of remote or hybrid workforces face many challenges, but with the right technology you can empower your team to thrive. Here’s how.
Create a follow up email after no response, such as making it personal and adding value. Learn the sales tactics in our Copper blog.
Managing donors and fundraising campaigns can be a breeze
A quick and dirty breakdown of 3 martech acronyms every business should know: DMP, CRM, and CDP. Find out which ones you need!
Consultancies face many challenges, but the right tools will keep you moving forward. Try these 10 productivity tools for business consultants.
Having trouble closing deals? From crafting stronger sales pitches to making the sale, discover 6 surefire strategies to help you seal more deals.
Close the gaps from lead to cash
Account based marketing is a long-term strategy with a huge payoff. Learn how ABM works and 4 strategies to execute it flawlessly.
Interested in a DocuSign CRM integration? Copper CRM and DocuSign work together seamlessly to make signing contracts a breeze. Check out the best DocuSign CRM.
Perfecting your sales cadence will ensure you’re driving prospects down your sales funnel, not driving them out of it. This post will teach you how to do it.
Everyone wants to win, but both wins and losses can give you tons of valuable data you can use to dramatically improve your business. Find out how in this post.
Learn how to create an email template in Gmail to save time while nurturing relationships – and avoid repetitive email writing.
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.
