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.
Learning how to schedule meetings effectively can be done, if you build a strong process. Follow 7 steps to set up productive meetings with your team.
Copper CRM is positioned for the first year on Gartner's Magic Quadrant for Sales Force Automation. Learn more about this Gmail-integrated CRM.
Learn how to successfully manage angry customers with a 5-step process from Copper’s Director of Customer Success.
How do you respond to negative Yelp reviews? There's a right way—and wrong way—to do it. Learn about the must-dos and what to avoid when writing a reply.
Learn about the stages of a sales funnel, how to manage them & the actions needed to take at each one to win deals—from Copper’s very own Director of Sales.
Customer reviews can make or break your business. Here's how to get more (and better) customer reviews on third-party sites like Yelp and Google.
Learn about the difference between leads and opportunities (no, they’re not interchangeable) from Copper’s Director of Marketing Operations.
Do you do a lot of networking at conferences? Here are some networking tips for Google Next that you can apply to any tech conference.
Learn how an NYC agency uses Copper CRM to automate 1000+ tasks per week, get more time for creative work & help its clients win 20mil users + subscribers.
Taking better sales notes is a hugely underrated way to improve your sales. Here are some tips for taking better notes + how to use a CRM to automate the process.
Find your brand's unique selling proposition (USP) in seven simple steps including examples of memorable brand USPs and pitfalls to avoid.
These experts and leaders are changing the world of sales. Follow their lead to stay on top of trends, tactics, and big ideas.
Learn how to forecast sales accurately, including gathering the right data, how to set ambitious yet realistic goals, and more.
One-off, transactional purchases won’t help your business thrive. Boost your relationships—and sales—with these 3 consultative selling approaches.
Understand what sales account planning is, why it’s important & how to do it well with this step-by-step guide (from gathering data to executing your plan).
Learn how to create a powerful sales campaign from the ground up. Plus, tips for managers to empower their teams to execute campaigns like pros.
Meet the Copper CRM + DocuSign integration that's designed to help you track contracts and get e-signatures faster.
Learn about two key types of follow-up scripts that salespeople can use to move prospects closer to closing the deal.
Which SaaS sales metrics should you gauge? Learn about the key measures of ROI, from customer lifetime value to customer acquisition cost.
Outbound sales scripts are a key part of any sales strategy. Here are 5 scripts that will help you navigate your next round of cold calls easily.
Key performance indicators (KPIs) are critical to inform any sales strategy. Learn more about which KPIs are a must to track for every sales manager.
There are so many types of sales jobs out there. We're breaking down what each sales role looks like, and how to know if it's a good fit.
These 7 user-friendly, high-traffic real estate websites are perfect to buy/sell homes & generate leads. Learn what to do with your leads once you get them.
Sales performance isn’t about selling more, it’s about selling more efficiently. Here are three steps to improve sales performance for long-term growth.
Learn about the differences between business development (BD) + sales teams, where each team is best used & how to help them collaborate more effectively.
