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.
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.
The fastest-growing construction businesses are taking advantage of CRMs to streamline and optimize the way their work. Find out how you can too.
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.
What's the best and most user-friendly construction project management software out there? Learn about 8 of the best tools on the market.
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.
It’s tempting to rush into using powerful CRM software to streamline your work. But mistakes can be costly and slow things down. Here's how to do it right.
You know your nonprofit could benefit from a CRM—but do you know what features you need? Here's what nonprofits should look for in a CRM.
As a wholesaler, are you using the right features on your CRM to improve your relationships with retailers and customers? Find out how to do that here.
Easy step by step instructions on how to build out a sales pipeline in Copper
Copper crm is natively integrated with Quickbooks online for visibility into sales and finance
Optimize your sales funnel with 4 actionable steps to improve conversion rates, turn more leads into customers, and grow your revenue effectively.
Learn about the best territory mapping software for sales teams & the unique benefits of each one including Maptive, Badger Maps, and more.
These 10 common demo mistakes could be wreaking havoc with your sales demos. Find out what they are and how to avoid them.
Demo got you down? Try these 11 sales demo best practices to improve your product demos and nail more sales.
Is your sales team struggling? Discover 35 essential demo questions to ask in a sales demo to gain insight, guide the conversation, and drive more sales.
Learn about how Smartpress, an online printing company, left an inefficient CRM and onboarded the whole team onto a new one in just 8 weeks.
Hiring sales reps without the right checks can be costly. Discover 10 interview red flags you shouldn’t ignore when building your sales team.
