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.
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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.
While inside sales & outside sales reps are similar, they require different skills. Read about the difference of inside sales vs outside sales here.
Track freelancers, automate tasks, and streamline communication with ease.
Prove LinkedIn's impact with Copper x Fibbler—track ROI and grow smarter!
Imagine steady revenue flowing in every month and a roster of clients who trust you as their go-to expert.
Transform your business into a productivity powerhouse with these must-have project management tools.
Blend creativity and data like a pro! These 10 tips will help you craft campaigns that wow and deliver results!
Upsell the right away and build better relationships with customers and increase revenue.
Learn all about the Copper CRM integration with Zendesk Support.
How did CRMs shape businesses like yours?
Discover the CRM that scales with your business needs.
Make every message feel like it was written just for them.
Take better meeting notes with this detailed guide that'll teach you how you how to remember insights and retain information better.
Every stage of the sales funnel has a distinct goal + purpose. Here's everything you need to know to maximize results at each phase of the sales funnel.
Make your brand unforgettable and build lasting trust.
Discover how to run a creative agency like a pro, from picking the right tools to juggling client and vendor relationships with ease.
Preserve your sanity and get to your goals faster
Become a trusted advisor, not just an ad seller.
We're grateful for being recognized by Capterra!
Learn how to plan ahead, refresh your strategy, and make the most of quiet times for your agency.
Turn your setback into a comeback!
Master the art of marketing and sales emails with our insider tips
How Notion's influencer marketing team uses Copper and Lumanu to streamline their processes.
Get ready to scale your agency faster with these simple strategies.
Boost your productivity with our newest upgrades and features.
From setting up a customer feedback loop to prioritizing personalization, here's tips for agency relationship management that can successfully retain clients and win business that stays.
