Copper blog
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.
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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.
5 min READ
How CRMs can improve SaaS reporting to track business health
Stay on top of your business with accurate and reliable SaaS reporting right in your CRM. Here's what to track.
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.
Sales - 7 min READ
How to respond to Google reviews: A step-by-step guide
Responding to Google Reviews has never been easier. Learn how to respond effectively to both positive and negative Google reviews with our guide.
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!
5 powerful Reports templates to use in Copper
Harness the power of CRM reporting to build better customer relationships and keep growing your business, with Copper Reports.