Copper blog
Productivity - 5 min READ
The five best project management tools of 2025
Transform your business into a productivity powerhouse with these must-have project management tools.
Copper news - 4 min READ
Copper Wrapped 2024
Your Copper wrapped stats for 2024 have landed! See how businesses like yours used our platform.
Productivity - 8 min READ
How to balance creativity and data in your marketing strategy
Blend creativity and data like a pro! These 10 tips will help you craft campaigns that wow and deliver results!
Sales - 11 min READ
How to upsell a customer: 13 techniques to increase revenue
Learn how to upsell customers with 13 proven techniques to increase revenue, strengthen relationships. Close more deals using our strategies.
Copper news
Copper + Zendesk: Better customer visibility + collaboration across sales & support
Learn all about the Copper CRM integration with Zendesk Support.
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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
How to use your CRM for project task management: 5 use cases
Simplify your workflow: Discover 5 ways small businesses use CRM project task management to track tasks, clients, and projects efficiently.
6 min READ
You’re not ‘too small’ for a CRM
Struggling to stay organized? A CRM might be your best next move.
Sales - 10 min READ
Every sales funnel stage explained
Every stage of the sales funnel has a distinct goal + purpose. Here's everything you need to know to maximize results at each phase of the sales funnel.
Marketing - 8 min READ
Thought leadership: Your brand’s secret weapon
Discover how thought leadership can elevate your brand, build trust, and create lasting connections.
Productivity - 8 min READ
Our top five tips to managing a creative agency
Discover creative agency management best practices, from picking the right tools to juggling client and vendor relationships with ease.
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.
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.