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.
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.
Creating a sales dashboard is useful for making smart & big decisions. Become an expert on the 10 essentials of dashboards.
To use a sales script or not to use a sales script? That is the question. Hear out the pros and cons of sales scripts and decide which team you’re on.
The more sales appointments you book, you more likely you are to close deals. Try these 7 cold calling scripts to get appointments that'll turn into sales.
Having a tough time with cold calling? Use these 6 real estate cold calling scripts to help you capture more leads.
Want to excel in SaaS sales? Focus on building long term relationships. Here's how to do it.
Cold calling isn’t dead as long as you’re willing to improve your skills. Use these cold calling techniques to step up your game and close more deals.
Learn what “Monthly Recurring Revenue (MRR)” is, why it matters, how to calculate it, and—most importantly—how to increase yours.
Learn what the FAINT lead qualification framework for sales is, why it works, and how it compares to other frameworks like BANT and CHAMP.
“It’s too expensive” is a common refrain from prospects in B2B sales. Learn 5 tactics to make the sale when the prospect has a price objection.
Converting sales leads is often easier said than done. Learn about strategies to increase your conversion rates by understanding who your customers are.
Customer Lifetime Value is one of the most important metrics for any business. Learn what it is, how to find it, and what you can do to improve your CLV.
