Copper blog
Sales - 2 min READ
Automate sales commissions more easily with the new Copper X QuotaPath integration
The new QuotaPath X Copper integration makes automating your sales commission and compensation process effortless.
Productivity - 4 min READ
2 keys to thriving with Copper: Clear goals and team alignment
Get your business set up for success with Copper CRM by setting clear goals and gaining team buy-in. Here’s how.
Marketing - 7 min READ
Performing a marketing SWOT analysis for small business
Develop a data-backed marketing strategy by first conducting a marketing SWOT analysis for your small business. Here’s how.
Client success - 2 min READ
Talk about growth…stirring up the cannabis industry + building a successful brand
Meet Kikoko, the woman-owned cannabis brand committed to providing low-dose, consistent cannabis products for all. Read their growth journey and move to CRM.
Productivity - 4 min READ
monday.com: Is it the right “CRM” for you?
Monday.com is best known as a project management tool, but it has some light CRM capabilities. 5 questions to ask before choosing it as your "CRM."
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Popular
8 min READ
5 Ways to use Pipeline email automations that save your team time
Save hours with smarter email follow-ups that scale with you and help you never miss a beat
8 min READ
5 Forms you need on your website to capture more leads
Capture more leads, automate follow-ups, and keep your pipeline full with these must-have website forms.
4 min READ
5 ways to use CRM and project task management for small businesses
Learn how CRM task management tools work, why you need them and 5 creative ways to use these tools in your own business. Read more!
6 min READ
You’re not ‘too small’ for a CRM
Struggling to stay organized? A CRM might be your best next move.
Copper news - 2 min READ
What’s new in Copper: Mobile app, pipelines and file experience enhancements
We’ve been hard at work improving the overall user experience in Copper, including mobile app enhancements, refinements to pipelines and more.
Marketing - 3 min READ
A 4-step process for customer research
Customer research doesn’t have to be a pain, you just need the right approach. Follow these 4 steps to uncover your ideal customers.
Copper news - 2 min READ
Google Workspace picks Copper: Recommended for Google Workspace
We’re pleased to be recommended as a Google Workspace app for another year running.
Copper news - 2 min READ
Copper now stores and organizes all the documents you send through Gmail — in one place.
New file organization capabilities automatically sync with Gmail and Calendar and surface your important customer files across CRM records.
Sales - 4 min READ
4 advantages of using a VoIP CRM integration
With VoIP/CRM integration, sales teams can track leads better, provide exemplary customer service and work effectively and efficiently.
Sales - 6 min READ
5 questions to ask to build your best sales pipelines and reports in Copper
Sales forecasting is only as accurate as the CRM reports and pipelines it’s based on. Our sales team shares tips for perfecting your sales pipelines.
Productivity - 5 min READ
Supercharge your productivity with Copper’s Chrome extension
Eliminate painful tab-switching with Copper right in your inbox and calendar using our Google Chrome extension.
Copper news - 3 min READ
Case study: WoodBlocX accelerates revenue 10X and expands across Europe using Copper
Scottish garden box retailer added B2B sales and exploded its e-commerce arm over 6 years using the platform. Read how.
Marketing - 7 min READ
How to run a CRM email marketing campaign in 6 simple steps
Personalizing your email marketing is simplified when you have a CRM email marketing strategy in place. Here are 6 steps to get there.
Sales - 6 min READ
6 quick tips for managing and maintaining CRM data in Copper
Clean CRM data is critical for accurate reporting, plus it supports marketing and sales efforts. Here are 6 best practices for managing your Copper CRM data.
Marketing
Introducing the new Copper X Mailchimp 2-way integration
Our Mailchimp CRM integration moves from 1-way to 2-way sync, so customer data flows both ways and your databases are always up-to-date.
Sales - 4 min READ
4 reasons to switch to Copper from Insightly CRM
There’s a reason Copper CRM comes out top on the list of Insightly CRM alternatives. Everything you need to know about Insightly vs. Copper.
Sales - 5 min READ
7 benefits of using software for scheduling meetings with qualified leads
Up your efficiency with software for scheduling meetings with qualified leads. Everything you need to know to get started.
4 min READ
Sales and marketing alignment is possible. Here’s how.
After spending a lot of time refining our internal sales and marketing coordination, we narrowed it down to 6 strategies. Give them a try.
Sales - 9 min READ
Create a lead management process - 4 step guide
Create a lead management process by organizing leads, scoring leads, nurturing leads & collaborating with your team to close deals. Read more.