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.
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.
Consulting can be an incredibly rewarding profession––especially when you’re running a consulting business yourself. Follow these 12 steps to get started.
Stripe and Square are two of the biggest names in credit card payment processing. But which is better for your business? Read on to find out.
In sales, sometimes the best way to get rejeuvinated is to read inspirational quotes. Follow 8 motivational quotes, to help push yourself & your sales team.
Learn how to get more signups for your email newsletter and how to build out your list of potential customers with regular emails.
All the best B2B and B2C sales email statistics of the year that you need to know before you write that next subject line.
Sales activities. There are a lot of them, and there's a lot to keep track of. For maximum sales efficiency, here are six you should be doing every week.
Copper CRM is expanding its operations and team to Canada in Toronto. Learn more about this CRM designed for G Suite.
Learn how to get high-paying consulting clients this year and work with clients that appreciate what you do and will pay good money for it.
If you go to trade shows but struggle with following up with leads, this is the guide to writing follow-up emails that get opened.
Need help setting realistic and accurate sales targets? This guide will teach you how to aim high—and empower your team to get there.
Learn how to create a welcome email that puts a smile on your subscriber's face & reassures that they have made the right decision in signing up.
