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.
In this webinar, learn how to maximize the ROI from your CRM and use it for everything from improving sales forecasts to collaborating more effectively.
We're diving into advanced technology in the real estate industry and how CRM can help agents and real estate companies thrive.
From sales engineers to sales directors, here are the top sales salaries and how to get your foot in the door for each role.
As a manager, you want to keep your team on task. But before you drop cash on a new task management tool, look at this unconventional alternative: a CRM.
There are many marketing metrics out there—see which 4 metrics you should be tracking to measure the effectiveness of your marketing decisions.
Learn why required text fields are an important (but often overlooked) factor to consider in a CRM, plus a master list of fields every CRM should have.
Referral marketing can take businesses to the next level—fast. Read this in-depth guide with examples on how to tap into the exponential power of referrals.
Are your salespeople taking advantage of the Twitterverse to close deals? Our guide breaks down everything you need to start social selling on Twitter.
Forecasting your sales revenue is important for keeping track of where you are in terms of reaching your company goals and objectives
With the latest release of Copper, you can now rename the main records in your CRM to better suit your specific business terminology.
A breakdown of what sales managers should include in their sales pipeline reports to show (and wow) marketing and sales leadership + the rest of the sales team.
From improving social selling to giving you more insight into relationships, learn how contact management with a CRM keeps your sales team productive and organized.
Combine email with a clearly-defined sales methodology, and you’ve got the power couple you need to make things happen with your SaaS acquisition strategy.
Add the best sales management books (like To Sell is Human and Sales Management Simplified) to your reading list + become the best sales manager you can be.
Want to supercharge your sales team? Learn how to give them everything they need through the power of sales coaching.
What are the sales metrics that all managers should track? Here are 8 big ones, including cost per acquisition and customer lifetime value.
Some say that voicemail greetings are dying, but some people still want the human connection on the phone, here are a few ideas for making it interesting.
Learn about the different types of lead qualification frameworks you can use with this simplified breakdown of BANT, MEDDIC, FAINT, ANUM, and CHAMP.
A successful discovery call is crucial to your sales process. Here are a few things you should keep in mind when you're on the phone with a prospect.
Learn about what types of data you should be tracking, how to track it, and how this data can help take your sales process to the next level.
Radical transparency can be hugely beneficial. Learn if radical transparency is right for your business and how to implement it the right way.
New leads come in constantly—how can you spread them fairly and effectively to your reps? Discover what lead distribution can do for your sales team.
Learn about the AIDA model, its limitations, and the most effective way of using it as a copywriter or content writer.
Out of ideas for sales incentives that'll really motivate your salespeople? Here are some creative ways to get them moving and close more deals.
LinkedIn InMail is one of the most underused ways of reaching out to prospects and marketing your product or service. Learn how to use it well.
