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
Everything you need to choose the right CRM
Get inspired and learn from Copper customers
Find answers and tips for mastering Copper
Build apps that connect with Copper
Everything you need to know to choose the right CRM for your team
What mobile integration should mean for a construction team, the features worth paying for, and how to pick a CRM your people will use.
Compare 7 CRMs for agencies, consultancies, and professional services firms. Real 2026 pricing, who each tool fits, and how to choose.
Keep every pod, stakeholder, and handoff aligned, from kickoff to year seven.
Getting decades of client trust out of your head and into a system.
Want to go deeper? Click on a category below for more from Copper.
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.
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.
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
Here's why not to ignore the impact of customer reviews
