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
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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.
ProsperWorks (now known as Copper), a cross-platform CRM service, today announced that it has raised a $24 million Series B funding round.
Running a small business is no small task and can often be overwhelming. Find out how ProsperWorks and PandaDoc make the process easier.
Learn how to get the most form the Copper Gmail extension.
Team Permissions suite by Copper CRM allows customers to easily manage and control visibility and access to records.
We’re super excited to announce that Google is now a Copper customer
Learn about a new partnership with PieSync that lets you sync your contacts between Copper CRM and Google.
We are proud to announced the completion of ProsperWorks' Series A financing. This is a major milestone and we could not be more excited.
Introducing the ProsperWorks CRM Subscription Service. Our goal was simple: to help businesses sell more by cultivating customer feedback that would seed the design for the world’s simplest CRM.
Gain more visibility into your sales pipeline and close more deals today by using a sales tracking tool.