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.
Sales prospecting isn't always easy, but with a list of proven ideas to try, it's a lot more straightforward. Give your toolbox a refresh with these ideas.
Our Product team has been working hard to make sure that our product matches our brand identity in a way that keeps our core principle in mind.
Learn all about how to qualify (and disqualify) sales prospects and get tips on how and when to do both strategically.
Both up and coming & well-established startups can grow with a CRM. Study 6 things to look for when choosing a powerful & reliable CRM for your company.
From Charlie to Clara to Norbert, here are 11 under-the-radar sales prospecting tools that will make every step of prospecting easier.
Download the free CRM Benchmark Report created in collaboration with Qualtrics Research to see how companies worldwide are using CRM to build relationships.
Writing out a sales prospecting letter seems old-fashioned, but could give you the edge you need to stand out from competitors. Here's how to do it well.
Prospecting an enterprise company requires a vastly different approach than your typical lead. Here are 10 strategies to help you land that next big client.
Discover 5 proven tactics to find someone's email address. Build your contact list in no time, using free and paid tools. Learn more in our guide.
What your IT team wants in a CRM, why they matter, and six things to look for to make it happen.
Learn about the 3 most important sales KPIs, and get the formulas for each so you can measure your performance anytime.
Use these six prospecting email templates to get prospects to reply and win more deals!
Writing sales emails? Here are 4 examples for inspiration, plus learn about the 6 elements that make sales emails effective.
Need some help with creating drip email campaigns? Here are 5 examples, why they work, and what you can implement in your emails.
For real estate agents in search of a CRM, what are the must-haves? How can you find a tool that can manage leads, open houses, and client data? Here's how.
Learn how to make prospecting calls that get sales—all in four simple steps.
Compare Copper CRM to Base and see why customers choose us.
Check out the latest improvements to Copper's mobile CRM.
You don’t have to be by a computer to build customer relationships. Here are four reasons to start using a mobile CRM today!
See how Apptegy, a school marketing platform, explored its CRM options and finally chose Copper over the most established CRM on the market.
There are many sales metrics out there. See which 5 metrics you should be using to accurately track sales performance, both by individual rep and by team.
Learn about how ICPSR, one of the oldest and largest data archives in the world (at the University of Michigan) uses a CRM to gather and archive data.
If you're a realtor, a massive contact list can be a huge headache. That's why we've broken down seven strategies to wrangle your client list once and for all.
Learn about motivational sales speeches and how to use motivating language theory to give your sales team the boost it needs and make quota.
See what goes into a SaaS company rebrand, how names and logos are chosen, how the team reacted to the new look, and more.
