Copper blog
Productivity - 8 min READ
How to create and send canned responses in Gmail
Discover how to create and send canned responses in Gmail to speed up replies and improve email productivity. Streamline your communication today!
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.
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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.
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
Sales territory mapping: How to create an effective territory plan
Discover this step-by-step guide to learn the essentials of sales territory mapping and create an effective, balanced 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.
Copper news - 6 min READ
What’s new at Copper? Our mid-year product update for 2024
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.
Sales - 8 min READ
How to create the perfect "thank you for your business" note for your customers
Learn how to craft the perfect "thank you" message for your customers. Send personalized "thank you" notes & strengthen your business relationships.
7 min READ
7 tips to use Google Meet for business
Google Meet is a smart video conferencing software for remote businesses. See its features and 7 ways to use Google Meet for business.
Productivity - 4 min READ
Efficient project management with Pipelines
Experiencing project chaos? Learn how Pipelines can help you track and manage every step of your process.
Sales - 6 min READ
How sales tracking software helps optimize your sales process
Learn what sales tracking really means, how it benefits your entire team, and how it helps continuously improve the sales process.
Client success - 4 min READ
Consulting use case: Veterans Valor
This consultancy has grown its client base exponentially using three Copper features: pipelines, the Copper feed and tasks for collaboration.
Sales - 7 min READ
15 memorable customer appreciation ideas
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!
Sales - 7 min READ
7 Business card alternatives prospects won't throw away
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.
Sales - 7 min READ
What is consultative selling & how has It evolved
Mastering consultative selling requires you to focus on the needs of your clients. See how a CRM enhances the consultative selling approach.
Productivity - 6 min READ
An easy way to track your critical workflows
Building the right pipeline structure in your client relationship system, for sales or non-sales workflows, can help you better manage key processes. Here's how.
Sales - 6 min READ
CRM sales and marketing: The right approach to smarter selling
Discover how to sell smarter by aligning your CRM sales and marketing initiatives.
Productivity - 5 min READ
Agency use case: LifeNow Video
How this video production agency uses Copper to manage shoots nationwide