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
Want to go deeper? Click on a category below for more from Copper.
Most CRMs for consultants are designed for sales teams with quotas. If you're a consultant managing 5–30 clients, here's why that's a problem — and here's what to use instead.
Simplify your workflow: Discover 5 ways small businesses use CRM project task management to track tasks, clients, and projects efficiently.
Managing clients in your inbox feels simple, until it starts costing you deals, time, and repeat business. Here’s how to fix that.
Learn how to use Google Calendar as a planner to manage your schedule and boost your productivity. Stay on top by following our practices!
Create a cleaner, more connected workspace with Copper’s Linked Pages. Embed key docs, dashboards, and tools directly in your CRM to streamline your team’s workflow.
Learn how to use Google Docs more effectively with our 25 time-saving hacks and tricks that will elevate your writing performance.
What to know, when choosing between Insightly vs. Copper
Choose the right CRM with a clear evaluation process, checklist, and criteria to find a system your team will actually use and grow with.
Struggling with CRM issues? Fix messy data, low adoption, broken workflows, and turn your system into a reliable, growth-driving tool.
Make your life easier with these 20 underused Google Drive tricks, including tips for content creation, collaboration, file management, and more.
It’s not just a sales and marketing tool
Find the right CRM with a clear evaluation framework, checklist, and criteria to choose a system that fits your workflow and scales with your team.
Take your spreadsheets to the next level with Copper’s CRM and Google Sheets integration. Discover five benefits that give you the best of both worlds.
Boost your productivity with these top 30 Google Calendar tips and hacks designed to help you manage assignments more effectively.
Keep clients coming back! Discover smart ways to spot churn early, boost engagement, and create loyalty that lasts.
Discover 8 proven customer marketing strategies with 15 real examples to boost retention, loyalty, and long-term growth.
Ask smarter questions, get better CRM insights. Learn how Copper GPT helps you analyze pipelines, trends, and data with clarity.
Which is the most advantageous option for your company: Google Workspace vs. Office 365?
Need help choosing the right CRM? Compare flexible vs niche tools to find one that actually keeps up as your business grows.
Learn how to add your company logo in your signature in Gmail. Discover the fastest way, a more complex method, as well as free tools you can use.
Thinking of building your own CRM? Here’s what it really takes — and why most teams choose customization over starting from scratch.
Turn your expertise into leads with content that works on autopilot.
Boost your inbox productivity with 32 Gmail hacks. Learn tips and tricks from sorting emails to using preview snippets to work smarter, not harder.
Compare Copper CRM with HubSpot and see how they stack up in terms of hidden costs, customizations, Gmail integrations and more.
Some CRMs are better-suited for consultants than others. Learn what features to look for in an consulting CRM — and what you don't need.
