Copper blog

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 promote your consulting business
Learn about 10 marketing strategies for consultants who want to build a client base, nurture relationships, and close more business.

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.
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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.
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.

Productivity
ApiX-Drive helps Copper users integrate with third-party tools
Streamline workflows with Copper CRM integrations easily.

Marketing - 7 min READ
A field guide to customer journey mapping
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.

Productivity - 5 min READ
Starting your own agency: The essential do’s and don’ts for success
Learn the essential tips for starting your own creative agency.

Productivity - 4 min READ
Is Mailchimp a CRM?
Everything you need to know about using Mailchimp as a CRM, and when it’s best to integrate it with a separate CRM.

Productivity - 9 min READ
How to create a calendar in Google Docs
Google is great, but sometimes you need something more.

Productivity - 5 min READ
The top CRM for your agency, and why you need one
Discover the top CRM for your agency that simplifies your workflow, boosts client relationships, and drives growth.

Productivity - 5 min READ
Copper & monday.com: Relationships vs. Process
What to consider before choosing your next CRM

Copper news - 4 min READ
Choosing between Streak vs. Copper CRM
Everything you need to know to decide between Copper vs. Streak CRM for a Google Workspace CRM.

Productivity - 7 min READ
How to hyperlink in Gmail messages and signatures
To use the keyboard shortcut, highlight the anchor text, hit Ctrl+K if you’re on a PC or Cmd+K if you’re on a Mac. Check more Gmail shortcuts!

Sales - 7 min READ
How to respond to Google reviews: a step-by-step guide
Master how to respond to Google reviews effectively, both positive and negative, using our comprehensive guide. Enhance your reputation and customer relationships.

Marketing - 5 min READ
How to use behavioral segmentation in the customer journey
Learn how behavioral segmentation improves customer experience and loyalty.

Sales - 8 min READ
How to create a sales territory plan: A step-by-step guide
Follow this simple step-by-step guide to learn about the ins and outs of SWOT analysis and create a balanced sales territory plan for your team.

Client success - 9 min READ
Creating content for the post-purchase stages of the customer journey
Learn how to create content for the post-purchase stages of the customer journey including expansion, retention, and adoption.