Copper blog

Client success - 5 min READ
Copper look-back: Our top content from 2023
What we've been talking about this year, including our most popular resources and events from 2023.

Client success - 7 min READ
Big things coming in 2024: What’s on the Copper roadmap
Get a recap of our webinar sharing Copper’s new vision and 2024 product roadmap as we keep enhancing our product to meet customer needs.

Copper news - 4 min READ
Steve Holm returns to Copper, and his vision is clear
An interview with Copper CRM’s CEO, Steve Holm, who shares his history with launching Copper and his new vision for the company.

Copper news - 3 min READ
Say bye to Wyndy and hi to Copper
Our Wyndy learnings + Copper = a comprehensive platform for service-based peeps
Productivity - 8 min READ
Consulting use case: Silicon Foundry
See how consulting firm Silicon Foundry gets the most value from Copper CRM with their top four favorite Copper features.
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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.

Productivity - 4 min READ
The four best call tracking tools in 2024
Unlock powerful insights and optimize your sales strategies with these top call tracking tools.

Productivity
Our three favorite marketing automation tools for 2024
Discover our favorite marketing automation tools for 2024 to boost engagement.

5 min READ
How do you improve sales targeting? Build an ICP for sales
Improve your targeting with an ICP for sales to reach the right-fit prospects and start growing your revenue.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.