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.
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.
Hiring sales reps without the right checks can be costly. Discover 10 interview red flags you shouldn’t ignore when building your sales team.
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.
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.
