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.
Deciding between Zoho CRM and Copper CRM? Take a look at this comparison, from usability to costs to customer support.
Learn how to create, professional hyperlinks in Gmail including text, image, and signature links. Step-by-step instructions for web and mobile.
Looking for CRM alternatives? Compare top CRM options, features, and pricing — and see how they stack up against Copper.
Learn when and how to create custom calendars in Google Docs or Sheets. Detailed guides, templates, and tips for better planning and collaboration.
Learn how to add bullet points in Gmail and boost productivity with 25 essential Gmail keyboard shortcuts. 26 tips from Copper to own your inbox.
Discover 8 nonprofit CRM features that help you manage donors, automate fundraising, personalize outreach & track every relationship, all in one place.
There are tons of benefits of CRM for your sales team. We’re sharing seven — plus how to use CRM for sales to drive the best results.
Try these 5 client acquisition strategies to grow your business at scale.
Learn how to track and calculate CRM ROI with a step-by-step formula, revenue drivers, cost savings, and practical tips to improve your return.
Google Docs for team collaboration is a no-brainer — if you know how to use it. Here are 7 hacks to help your remote team collaborate faster and smarter.
If you're working in sales, sending and replying to emails are just part of the job.
Compare the best CRMs for service businesses in 2026. See features, pricing, and tools that support long-term client relationships.
Give your AI-generated content more personality. Edit smart, break the rhythm, and ditch the robotic tone to make it you.
Looking for an Insightly CRM alternative? Compare top options and find a better fit for Google Workspace–first teams.
Discover 6 real lessons from building ZoomChef and how niche focus, trust, and the right systems can help you scale without losing what makes you different.
Looking for a Nutshell CRM alternative? Compare the top options including Copper, HubSpot, Pipedrive, and more. Find a CRM that reduces busywork and fits your team's workflow.
A complete CRM implementation plan with 10 essential steps, realistic timelines, team roles, and common pitfalls. Build a system your team will actually use.
Master CRM data migration best practices to clean, move, and protect your data with minimal downtime and better team adoption.
It may just be worth changing productivity suites
Hiring your first creative freelancer? Read this before you post a job description.
Retaining customers will have a significant impact on your company’s bottom line. Learn how to calculate customer retention rate and ways to improve it.
Busy teams don’t need more tools. They need fewer decision points. Learn how to streamline handoffs and keep progress moving as you scale.
Learn proven CRM adoption strategies that drive real user engagement. Practical tactics to get your team using your CRM consistently and boosting revenue.
Get organized this year! Give your CRM a reset with these quick wins you can set up in 15 minutes or less.
Google Workspace’s collaboration tools, can streamline online team coordination & communication. Here are 10 tips to get the most out of it.
