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
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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.
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From onboarding time to ease of use, Copper's the clear winner for Exit Design
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Shore up client retention with crystal-clear communication
Learn how to find your perfect consulting rate & set your own fees. Learn how much to charge in this 6-step guide.
Integrating CRM with Gmail can do amazing things for your productivity.
Creative agency uplevels their email marketing game
How does the new data privacy framework regulating EU-US data transfer impact GDPR requirements? We cover everything you need to know.
How a calendar helps organize your email marketing strategy
Knock out your email communication on your schedule while optimizing send time
Easily editable lists, quicker list creation and more are coming to Copper CRM soon. Check out our updates.
Improving monthly newsletter segmentation with our Mailchimp integration
Have ever sent an email you regret? Configure your Gmail to recall an email by following these steps. Learn how to adjust your settings here.
Use Import2 to move all historical data from your existing CRM system to Copper
We’re the only CRM solution to make the list — for our integration with Google Workspace to support collaboration, efficiency and productivity
Her take on everything from the CMO to CEO transition, the implications of AI and taking risks in your career
