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.
Beginner tips to help take the stress out of marketing videos
Cut through the noise with content that actually connects.
Learn how AI speeds up service while humans build trust and loyalty.
Operations drive efficiency, but customer relationships build loyalty. Learn why trust and human connection outperform flawless workflows.
Finding a CRM for financial services just got easier. Learn key features, compliance tips, and more to help you build and maintain client relationships.
LinkedIn is full of cringe-worthy headlines. Make yours stand out by using these examples as inspiration.
Discover how to choose the best CRM for Gmail. Compare features, integrations, and tips to boost productivity with the right CRM.
Learn about five ways you can used LinkedIn to find sales prospects, warm up leads, and close more deals.
Forms shouldn’t just sit in a spreadsheet. With Copper Forms, every submission sparks action so work keeps moving (without the copy-paste chaos).
Capture more leads, automate follow-ups, and keep your pipeline full with these must-have website forms.
Cut through the noise, scale smart, and master your business priorities
Learn about the signs of burnout unique to salespeople and 7 simple ways to prevent sales burnout.
Capture insights, build trust, and grow through smarter conversations.
What happens when your CRM can’t support delivery (and how the right tool can fix it).
Here’s everything you need to know about LinkedIn for small business. Learn how to build up your industry reputation on social media.
Project management that fits your agency — finally!
Why merging account manager and project manager roles hurts your team, clients, and delivery.
How outsourcing your work can help your agency grow, scale, and stop running on burnout.
Everything you need to manage journalism contacts without Cision, Meltwater or MuckRack.
Feel like you're dealing with imposter syndrome? You're not alone. Here's how to navigate it.
Looking for a GoHighLevel alternative? See how Copper stacks up for agencies and service businesses in this comparison of the top 5 CRM platforms.
Turn every client intake form into an automated workflow that keeps your leads moving.
Lead like a project manager and keep your business organized and focused.
Tips your sales team and project managers can actually share.
Customer success tips to help you build stronger relationships and deliver an experience that keeps customers coming back.
