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.
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.
Learn how to create a small business marketing plan that gets you an online presence through social media, your own website, emails, and more.
Check out the latest updates in Copper CRM, including everything from email nudges, to attachments, to new ways of relating companies and records to each other.
Want to deal with difficult customers successfully? Learn about what to say and what not to say in these 6 steps to success.
Small organizations stand out from the competition, with unique business branding. Read branding lessons from the CEO at Butchershop, Trevor Hubbard.
Learn how to use Gmail Shortcuts to resend emails in Gmails. Make resending your best emails with attachments easier with these tips. Learn how, here.
Learn how to send HTML emails in Gmail using different methods such as Chrome extensions, a CRM, and even copying-and-pasting.
Discover strategies to get clients and fuel your business growth. This post shares 16 effective methods to attract and retain clients.
Customers want to be heard. Learn how to collect feedback from them and how to use it to improve your business and create loyal customers.
Tired of losing important contact information? Learn how to organize business cards in four simple steps.
If you want to mass-message a group without revealing their email addresses, this tutorial will teach you how to send mass emails to undisclosed recipients in Gmail.
Learn about Copper, the CRM designed for small-to-medium-sized businesses using G Suite, and winner of APPEALIE’s 2019 Overall SaaS award.
Since money is a big factor for your team, your company should offer a bonus structure for employees. Study how to choose the right sales bonus structure.
Tell them exactly what they get, make it about them, & don’t use spammy words are just a couple tips. Read more subject line ideas here!
Tired of emails getting lost in individual team member’s inboxes? Shared inboxes could be a solution. Just be aware of their limitations.
