Copper blog

Sales - 11 min READ
How to upsell: 13 ways to do it without being pushy
Upsell the right away and build better relationships with customers and increase revenue.

Copper news
Copper + Zendesk: Better customer visibility + collaboration across sales & support
Learn all about the Copper CRM integration with Zendesk Support.

Productivity - 5 min READ
CRM Wrapped 2024: Your year in CRM wins
How did customer relationship management (CRM) platforms shape businesses like yours?

Productivity - 4 min READ
The four signs you've outgrown HoneyBook
Is your business growing? Discover the CRM that scales with your business needs.

Marketing - 5 min READ
Email personalization at scale: Tips to boost engagement and save time
Learn how to send thoughtful, scalable emails that build connections and drive results.
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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.

7 min READ
5 Best client acquisition strategies for agencies
Try these 5 client acquisition strategies to grow your business at scale with the help of a CRM like Copper.

Productivity - 5 min READ
7 Best time management methods and techniques to boost productivity
If you haven’t chosen a time management strategy yet, it’s time for a change. Try these 7 time management techniques to make this your year.

Client success - 7 min READ
Avoid customer churn as an agency or consultant
Want to avoid churn? Spot the signs early, boost engagement, and build loyalty that lasts with these simple steps!

Sales - 8 min READ
How media companies can become advisors for their advertisers
Become a trusted advisor, not just an ad seller. Discover how to offer insights, optimize campaigns, and build lasting advertiser partnerships for real success.

Copper news - 2 min READ
Copper earns 2024 recognitions from Capterra
We're grateful for being recognized by Capterra!

6 min READ
How to spot a slow season and thrive through it
Learn how to plan ahead, refresh your strategy, and make the most of quiet times for your agency.

Marketing - 12 min READ
How to market your consulting business: 10 marketing strategies
You want to grow your consulting business? Discover our 10 marketing strategies for consultants who want to market their business effectively.

Productivity - 6 min READ
How to recover from losing a major client
Bounce back stronger after losing a big client with these smart recovery tips.

Sales - 8 min READ
6 ways to use Copper for email marketing
Copper offers many tools for email marketing. Learn how to put them to best use to help drive more business.

Copper news - 2 min READ
How Notion scaled their influencer marketing program
Discover how Notion, with a limited team, manages a thriving influencer program using Copper for CRM and Lumanu for payments. Learn how automation streamlines communication and saves time. Read the full case study!

Sales
The top 10 things to do to scale your agency — and land bigger clients
Get ready to scale your agency faster with these simple strategies.

Productivity
How to apply Copper's Pipelines to your workflows for success
Boost your productivity with Copper CRM's newest upgrades and features.

Client success - 9 min READ
How to build long-lasting client-agency relationships
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.
Marketing - 4 min READ
Email open tracking and why Gmail is cracking down
How email open tracking works and the recent changes that have made it less effective.

Productivity - 8 min READ
The ultimate guide to sending canned responses in Gmail
Want to save time? One of the best ways to do that is to use canned responses. But it's not just about making a bunch of templates. See why.