Copper blog
Productivity - 4 min READ
What Salesforce small business customers could expect following their 2023 layoffs
After Salesforce's recent layoffs, find out what this means for its small business CRM customers – and if it's still a good fit.
Productivity - 2 min READ
Coda and Copper make it easy to visualize CRM data alongside other popular tools
Coda’s all-in-one document app, used together with Copper CRM, helps you combine and visualize your customer data. Find out how it works.
Client success - 6 min READ
Copper CRM product principles … 2023 and beyond
How and why Copper defined our CRM product principles, and why we think they’ll make a difference for our users.
4 min READ
Copper CRM vs HubSpot: the 4 big differences
Compare Copper CRM with HubSpot and see how they stack up in terms of hidden costs, customizations, Gmail integrations and more.
Productivity - 2 min READ
Parallax and Copper help agencies sell, plan, and hand off projects with ease
Parallax’s resource management planning tool combined with Copper CRM helps agencies prepare and staff for projects smoothly. Find out how it works.
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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.
Sales - 3 min READ
6 sales KPIs to stay on top of your sales performance game
Sales reps: track your individual sales performance with these 6 sales KPIs and get ready for your next performance review.
Client success - 8 min READ
8 proven customer marketing strategies (+15 examples!)
Do you have a strategy for encouraging long-term customers instead of one-off buyers? After reading this guide to customer marketing, you will.
Productivity - 2 min READ
Shift brings Copper and Google Workspace to your desktop with their Gmail desktop app
Shift brings Copper and Google Workspace together on your desktop via their Gmail desktop app. Find out how it works.
Marketing - 4 min READ
Best of the Copper blog: 2022 content roundup
Catch up with our top sales, marketing, small business and CRM content from the year: evergreen productivity and business growth tips, plus free worksheets.
Marketing - 6 min READ
Retain and maintain: 5 B2B marketing trends to succeed in 2023
Everything you need to know about the 5 B2B marketing trends your organization should follow in the new year.
Sales - 4 min READ
Choosing the right sales automation tool
Follow these 7 steps to narrow down your search for the best sales automation tool and set your team up for success.
Sales - 7 min READ
7 ways your sales team can use a CRM system
There are tons of benefits of CRM for your sales team. We’re sharing seven — plus how to use CRM for sales to drive the best results.
Productivity - 2 min READ
Copper x PandaDoc make proposal creation easy and fun
Introducing Copper x PandaDoc: learn how to create stunning proposals in minutes using your Copper CRM data.
Productivity - 8 min READ
18 customer service email templates that'll save you hours
Use these common business email templates as a jumping-off point so you & your team can send them off quickly. Get all the email templates here!
Client success - 2 min READ
Behold! It’s an anthology of thank you notes (for every business situation)
Saying thank you just got a whole lot easier with our done-for-you copy + paste thank you notes, from new business, teammates, condolences – you name it.
Sales - 4 min READ
Four unique tips for attending hybrid events
Hybrid events for business let people attend professional gatherings both virtually and in-person. Here are some tips.
Sales - 6 min READ
Bring your business goals to life in 6 steps
Learn how to set business goals that are realistic and achievable, and get your team excited to work on them together.
Productivity - 3 min READ
Copper and JustCall make connecting with customers a breeze
Use our JustCall CRM integration to sync phone calls and SMS directly to your Copper account. Here's how it works.
Sales - 9 min READ
The psychology behind asking effective probing questions
If you think therapists, journalists and detectives are the only ones who can benefit from asking probing questions, think again.
Sales - 7 min READ
How to interview and hire an account executive
Hiring an account executive? Learn about the 7 things to look for while you're interviewing and hiring to put together the best sales team.