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.
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.
Learn about the pitfalls to avoid when tracking your sales team's productivity and get tips for how to making reporting easier.
In sales, rejection comes with the territory. If you’re not careful, rejection can do a number on your confidence. Here are some ways you can rethink rejection and learn from past mistakes.
When you're in sales, you're often on the go. Stay productive with the best sales apps for iOS and Android phones and tablets.
The MEDDIC sales process is a lead qualification framework that's one of the most effective sales methods. Learn what it is & how to use it.
The right skills on your resume can set you apart in a crowded candidate pool. Learn about the sales resume skills you should include—and the ones to avoid.
Learn which questions you should ask in every sales interview to build an awesome team and why the answers matter—from Copper’s very own head of Account Management.
So, what exactly does an account executive do? Learn six surprising truths about what it's like for an AE working in B2B SaaS.
Meeting prospects face-to-face can be tricky. Body language can be a crucial factor in sales. Learn how to master 6 body language techniques today!
Learn about the CHAMP (CHallenges, Authority, Money, and Prioritization) sales framework and why more salespeople are using it over BANT.
Sales velocity measures how long it takes for a lead to complete the sales cycle. Here’s why it's one of the most important metrics to track.
Need some motivation to up your sales game? These movie quotes have got you covered. (Bonus: These movies were all made in the 21st century.)
See everything that went down at Google Next 2019 in San Francisco with Copper's photo and GIF recap.
How not to fail at onboarding onto a new CRM: 4 common reasons onboarding doesn’t always work, along with solutions for sales teams.
Email signatures do so much more than just sign off an email. Learn how to write the perfect email signature that boosts cred & boosts conversions.
