Copper blog
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.
Client success - 4 min READ
5 foolproof ways to strengthen customer relationships during tough economic times
The CEO of Surfe (ex-Leadjet) shares how to nurture and improve customer relationships during tough market conditions.
Sales - 7 min READ
How to succeed in sales: 3 keys
Learn about how to succeed in sales, from time management to pipeline hygiene, with tips from Copper’s Regional Sales Manager.
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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 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 - 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
Probing questions: Definition, examples and 4 tips to use
Learn how probing questions boost sales by uncovering real prospect pain points. Discover questioning tips, examples, and tactics to close more deals.
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.
Copper news - 4 min READ
Campfire Labs uses Copper to automate and eliminate tedious, manual tasks
How a self-proclaimed productivity geek went from using Copper at a fintech startup to a creative agency, automating processes and follow-ups for their team.
Marketing - 8 min READ
How to create an email newsletter that drives results
An email newsletter is an incredible tool for regular communication with your audience. Here's how to create one + make it work for your business.