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.
Everything you need to know about Google Workspace, from the only CRM built for Google Workspace.
Looking for a Pipedrive alternative? Here's how Copper, a Recommended for Google Workspace app, stacks up against Pipedrive's CRM software
Rekindle client relationships with smarter, personalized follow-ups.
Get more done without breaking your workflow in Copper’s list views
Let's dive into how you can schedule a Google Meet video meeting for your next virtual event and 6 things you need to have on your video conferencing
Struggling to stay organized? A CRM might be your best next move.
Learn how to create a detailed ICP to effectively identify and focus on your ideal customers.
Clicks are out, community is in—let’s talk about why.
Save hours with smarter email follow-ups that scale with you
Stop losing customers! Keep them with smarter onboarding and support strategies.
Want to monetize content in a way your audience actually loves? Start here.
Your brand story is your strategy. Use it to grow your business.
Boost your agency’s content with AI tools for writing, SEO, and automation.
Understand the importance and structure of sales pipeline stages. Explore how a well-managed pipeline can boost your sales and the best tools to create yours.
Customer success has become a cornerstone of today's business. In this guide, we break down what customer success is and how you can implement a strategy ASAP.
Still developing products that are "priced to sell"? Try value-based selling instead. Start selling value over price with these simple techniques.
Need to level up your CRM as your business grows? Here’s a Dubsado alternative to consider.
Want to stand out and scale your agency? Here’s how to find your niche.
Turn client conversations into trust, loyalty, and real connection.
At its core, journey mapping is about seeing your business through your customer’s eyes.
Turn customers into loyal fans. Discover how to speak their love languages and build relationships that last.
Stay organized and focused with our CRM's updated feed.
What exactly can Gemini do, and how can you start using it to win at work?
The real innovators aren’t just dabbling with AI: they’re embracing its full potential.
Boost efficiency and engagement with email automations.
