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.
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.
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.
