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.
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
Copper CEO on unfinished business and his relentless drive to deliver product value
Our Wyndy learnings + Copper = a comprehensive platform for service-based peeps
4 Copper features this business advisory firm uses to grow their network
Discover the best accounting and finance tools of 2024 to streamline your small business finances and stay organized.
These tools give you the power to spontaneously host a virtual meeting or schedule one for the future with just a few clicks.
Impromptu speaking skills improve your ability to think on your feet
Transform your HR processes with tools for smoother management and better employee engagement.
Discover our favorite marketing automation tools for 2024 to boost engagement.
