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.
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.
A step-by-step breakdown of how to handle all those leads you picked up at the trade show, from software suggestions to automation tips.
Learn how to create a startup sales strategy that gets your company to hockey stick growth and helps you come out on top and win.
Learn about the 5 basic stages of B2B sales funnels that customers tend to pass through, including how to generate and nurture leads.
Managing an effective pipeline is hard. In this blog, our CRM experts share 3 CRM hacks you can use to keep your pipeline performing at its best.
Looking for sales motivation techniques that don’t involve raises? More money isn’t always the solution. Check out these 7 creative motivational ideas.
Productivity in the construction industry is going through a crisis. Discover the causes and how you can improve your crew's productivity.
Want to improve your sales email success rate? Learn how to track emails using a CRM and use those insights to close more deals.
In this article, we’ll look at 3 sales forecasting techniques that use nothing more than the data in your CRM to produce accurate sales forecasts.
Learn how to build and configure an automated sales funnel to give you and your team more time to focus on relationships that actually drive revenue.
Don’t let your prospects go quiet! Learn 3 techniques to improve your reply rate using your CRM from the experts at Copper.
Sales quotas can be the perfect engine for your sale team—or its downfall. In this blog, our experts share some proven sales quota setting tips using a CRM.
