Copper blog

Featured image: Best accounting and finance tools of 2024

Productivity - 4 min READ

Best accounting and finance tools of 2024

Discover the best accounting and finance tools of 2024 to streamline your small business finances and stay organized.

Featured image: Our favorite e-signature tools for 2024

Productivity - 4 min READ

Our favorite e-signature tools for 2024

Discover the top e-signature tools of 2024 that work seamlessly with Copper CRM.

Featured image: The best data enrichment tools of 2024

Productivity - 5 min READ

The best data enrichment tools of 2024

Discover the top data enrichment tools to boost your customer insights.

Featured image: Our favorite video conferencing tools of 2024

Productivity - 4 min READ

Our favorite video conferencing tools of 2024

These tools give you the power to spontaneously host a virtual meeting or schedule one for the future with just a few clicks.

Featured image: The art of speaking on the fly: 6 strategies for impromptu speech

Sales - 5 min READ

The art of speaking on the fly: 6 strategies for impromptu speech

Speaking confidently for a planned speech is one thing, but how do you prepare for impromptu speech? Six strategies to try.

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Featured image: 5 Ways to use Pipeline email automations that save your team time

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

Featured image: 5 Forms you need on your website to capture more leads

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.

Featured image: 5 ways to use CRM and project task management for small businesses

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!

Featured image: You’re not ‘too small’ for a CRM

6 min READ

You’re not ‘too small’ for a CRM

Struggling to stay organized? A CRM might be your best next move.

Featured image: Case study: Creative agency returns to Copper after trying HubSpot

Copper news - 2 min READ

Case study: Creative agency returns to Copper after trying HubSpot

Learn why experiential design studio Exit Design went back to Copper after trying HubSpot — and what made the Copper experience better.

Featured image: 7 cold calling script ideas to get appointments

Sales - 14 min READ

7 cold calling script ideas to get appointments

The more sales appointments you book, you more likely you are to close deals. Try these 7 cold calling scripts to get appointments that'll turn into sales.

Featured image: The anatomy of the perfect sales follow-up emails

Sales - 8 min READ

The anatomy of the perfect sales follow-up emails

How do you follow up with a prospect after an event or a referral from a mutual connection? Learn how to write the perfect sales follow-up emails.

Featured image: 8 Ways to create a successful client-agency communication plan

Client success - 6 min READ

8 Ways to create a successful client-agency communication plan

Avoid client-agency miscommunications with these 8 best practices for creating a clear communication plan.

Featured image: The Step-by-Step Guide to Calculating Your Consulting Rates

Marketing - 9 min READ

The Step-by-Step Guide to Calculating Your Consulting Rates

Learn how to find your perfect consulting rate & set your own fees. Learn how much to charge in this 6-step guide.

Featured image: 5 Key benefits of integrating CRM with Gmail for streamlined sales communication

Sales - 6 min READ

5 Key benefits of integrating CRM with Gmail for streamlined sales communication

Integrating CRM with Gmail can do amazing things for your productivity.

Featured image: Case study: Polymath improves customer nurture with targeted outreach using Copper X Mailchimp

Copper news - 1 min READ

Case study: Polymath improves customer nurture with targeted outreach using Copper X Mailchimp

When looking for a sales CRM, this creative agency chose Copper for its Google and Mailchimp integrations. Read their story.

Featured image: GDPR compliance and the new EU-US Data Privacy Framework: A quick guide

Sales - 5 min READ

GDPR compliance and the new EU-US Data Privacy Framework: A quick guide

How does the new data privacy framework regulating EU-US data transfer impact GDPR requirements? We cover everything you need to know.

Featured image: Your creative agency’s silver bullet

Productivity - 2 min READ

Your creative agency’s silver bullet

Learn how your creative agency will benefit from our CRM buyer's guide, which we created to answer agencies' most common FAQs.

Featured image: 9 Easy steps for crafting an effective email marketing calendar

Marketing - 9 min READ

9 Easy steps for crafting an effective email marketing calendar

Learn how an email marketing calendar helps organize your email marketing strategy to make your campaigns more effective.

Featured image: How to schedule an email in Gmail: 5 simple steps

Client success - 10 min READ

How to schedule an email in Gmail: 5 simple steps

If you’re wondering, can I schedule an email in Gmail? The answer is yes. Follow these 5 steps for email scheduling in Gmail.

Featured image: Coming soon to Copper: Three new features in Lists

Copper news - 5 min READ

Coming soon to Copper: Three new features in Lists

Easily editable lists, quicker list creation and more are coming to Copper CRM soon. Check out our updates.

Featured image: Case study: SportsDataIO powers a personalized email marketing strategy with Copper X Mailchimp

Marketing - 2 min READ

Case study: SportsDataIO powers a personalized email marketing strategy with Copper X Mailchimp

Fast-growing sports data provider added our Mailchimp integration to Copper CRM to power up their email marketing with personalized newsletters.

Featured image: How to recall an email in Gmail in 4 easy steps

Productivity - 7 min READ

How to recall an email in Gmail in 4 easy steps

Have ever sent an email you regret? Configure your Gmail to recall an email by following these steps. Learn how to adjust your settings here.

Featured image: Import2 simplifies migrating your data into Copper

Productivity - 2 min READ

Import2 simplifies migrating your data into Copper

With Import2 X Copper, you can move all historical data from your existing CRM system to your Copper account. Here's how.