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.
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.
Learn how to make the most of Facebook for small business in this guide and leverage the staple social network for companies.
Learn how to build a sales prospecting plan that will efficiently and effectively fill your pipeline with high-quality prospects with this guide.
Generating leads for your small business lets you make sales & gain customers who will help with company growth. Check out 12 ways to get leads.
Sales battlecards are your best secret weapons for closing more deals. Learn about what to include in your sales battle card—and what people get wrong.
Learn how to teach your sales team to ask for the sale more confidently—and successfully—with this 6-step plan.
Meet Copper, the CRM designed for and recommended by Google, listed by Inc. as the second hottest startup in San Francisco.
Setting better sales goals is the cornerstone of a constantly improving and effective sales strategy. Learn how to set good, motivating goals—includes examples!
Learn all about sales objectives—what they are, the difference between objectives and metrics, how to set realistic ones for your team, and more.
Learn about the types of sales pitches that you should have up your sleeve, ready at any time.
Learn about Copper, the CRM designed for and recommended by Google. It’s just been listed to the Inc. 5000, making it one of the fastest-growing companies in the U.S.
Learn about Copper, the best CRM for small-to-medium-sized businesses as voted by marketing, ad & sales professionals in MarTech's Breakthrough Awards.
Hire a sales team that collaborates together and closes deals with these tips from Copper's Sr. Director of Sales.
For SaaS companies, customer retention is crucial. Learn 9 strategies to prolong subscriptions from Copper's Director of Strategic Customer Success
Learn about different customer loyalty strategies & the tools you need to get customers to stick around longe—from Copper's Director of Customer Success.
