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.
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.
What does it mean to be customer service oriented? It's about keeping your customers happy by anticipating their needs. Read more tips here!
Business is built on meaningful relationships––but building them are tricky. Here are our ten tips on how to make the most of the connections you make.
Are you making every client interaction count? Here are 10 strategies that leave a lasting impression on your business’ customers.
When you encounter sales objections, your prospect is essentially telling you how to sell to them—be ready with these smart responses to close the deal.
Top-performing salespeople don't happen by accident. Here's how to put together the perfect sales process for any size company, broken down step-by-step.
Enterprise companies are able to earn big sales by attracting prospects. Master 10 sales prospecting strategies, and use them for your organization.
Learn about 5 useful, tangible tips for bringing customers back and keeping them satisfied– without fluffy advice like “offer a discount.”
Need to get past the gatekeeper of a business? You’ll need to prove that you’re valuable to their team, pleasant to work with, and worthy of their time. Here's how.
Want to close more sales and make more money? These 5 sales roleplay exercises will help take your business to the next level.
For most of us, organization doesn’t come easy––but that doesn’t mean it’s not important. Here are 8 simple tricks for staying organized at work.
Learn how to sell successfully over the phone—and avoid these 9 common mistakes.