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.
How email open tracking works and the recent changes that have made it less effective.
Streamline workflows with Copper CRM integrations easily.
Customer journey mapping is a game-changing addition to any company in boosting sales and creating awesome customer relationships. Here’s how to do it.
Starting your own creative agency is an exciting but challenging journey.
Everything you need to know about using Mailchimp as a CRM, and when it’s best to use a separate CRM that integrates with Mailchimp.
What to consider before choosing your next CRM
Everything you need to know to choose the right CRM for your team
Here's why not to ignore the impact of customer reviews
Learn how behavioral segmentation helps improve customer experience and loyalty.
Discover this step-by-step guide to learn the essentials of sales territory mapping and create an effective, balanced territory plan for your team.
Learn how to create content for the post-purchase stages of the customer journey including expansion, retention, and adoption.
We’ve been busy! Take a look at what the Copper product team has introduced in the first half of 2024, and what’s to come for the rest of the year.
Be sincere and time your thank you right to make the biggest impact
Google Meet is a smart video conferencing software for remote businesses. See its features and 7 ways to use Google Meet for business.
How to streamline your project management process
Learn what sales tracking really means, how it benefits your entire team, and how it helps continuously improve the sales process.
How this VA claims consultancy uses Copper to grow its client base by 10X
Surprise them with an upgrade, shine the spotlight on them, or throw a party. Let’s dive into 15 unique ways to say thanks to your customers. Read more ideas!
Harness the power of CRM reporting to build better customer relationships and keep growing your business, with Copper Reports.
Prospects are handed dozens of business cards at every event. To stand out from the competition and get a callback, you need to stand out. Here’s how.
Custom non-sales and sales pipeline ideas worth stealing
A guest blog by Ryan Robinson of Ryrob.com
How this video production agency uses Copper to manage shoots nationwide
The most popular resources and events from this year
A recap of our recent Coffee with Copper webinar
