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 starter guide for what to expect from migrating from Excel spreadsheets to CRM, including how to set it up, import data, and customize text fields.
Learn why you should replace your construction scheduling software with a CRM (and reap better results by doing so).
From automating emails to data entry, there are multiple ways to use automation to save time in your sales process. Learn how.
Learn how to set up your CRM with our practical CRM guide for admins, covering fields, customization, and workflows. Discover everything you need here.
Hiring an awesome sales development rep is no easy feat. Here's how to do it efficiently—and make sure you're choosing the right candidates.
Salespeople can’t perform their best with spreadsheet CRMs. Learn how real CRMs improve sales productivity, team performance, and KPIs.
Do B2B and B2C companies need different types of CRMs. Well, not really. Learn about what each type of business needs and how to find a CRM.
Optimizing your sales process requires you to examine your pipeline, & resolve issues at work. Learn 7 useful strategies for your sales process.
Learn about how to create content for the consideration stage of the buyer's journey, from videos to cost calculators to other downloadable content.
Let’s dive into what drives hockey stick growth, and how you can nurture your startup into a success.
From the right tools to actionable advice, these simple, straightforward tips will help you hit your sales quota every month.
Copper CRM wins award for best product for sales and best product for small businesses from G2 Crowd.
Want to help out your sales team? Here's how to create a sales prospecting process that will get their pipelines full of future buyers.
Here's a list of tips to shorten your sales cycle that you can start using today.
Why isn't your sales team hitting quota? Here are the most common reasons—and solutions for fixing each.
Learn about different phone prospecting techniques that will get you the sale faster, more efficiently, and with less effort.
"Sales Manager" is just a title. But to be a sales leader, you have to be able to drive your team to get results by inspiring, motivating and coaching them.
Use these click-worthy email subject lines for sales prospecting and start closing more deals.
Learn about why the most common relationship selling tips are dependent on your success at team selling (or collaborative selling).
Grab these original sales prospecting email templates that salespeople can start using today to convert leads into revenue-generating customers.
Want an easier time with real estate prospecting? Here are 8 templates designed to help realtors find leads who are getting divorced, engaged, and more.
With CRM Workflow Automation, you can let Copper do all the work for you.
Learn about five sales prospecting best practices that you can start using today to get more (and more qualified) potential buyers.
Learn about sales prospecting, the numbers behind how to best use it, and different sales prospecting strategies every salesperson should try.
Learn how Reali, a real estate tech company, powers its relationships with a CRM: Copper.
