Keep all your relationships in one place
Set up the pipelines that work for you
Build workflows that keep everything moving
Build, personalize, scale and automate
Create recurring tasks and notifications
See how your business is doing with custom reports
Connect to your favorite apps and tools
Stay connected wherever you go
Manage contacts, deals, and more, in one place
Power your lead gen and project delivery
Grow client relationships and simplify work
Turn your producers into strategic partners
Manage sponsors, partners, and campaigns easily
Nurture founder relationships and outreach
Manage finances and compliance with ease
Win bids and deliver your team’s best work
Discover tips and strategies to grow your business
Tune in and learn from our experts
Upgrade your CRM skills with expert advice
What is CRM and why do you need it?
Get inspired and learn from Copper customers
Find answers and tips for mastering Copper
Build apps that connect with Copper
Forms have come a long way from simple lead capture.
In this session, we showed how a few tiny, 15-minute tweaks can give your Copper setup a full glow-up — cleaner pipelines, smarter automations, and smoother day-to-day work with way less effort.
This session explored how to turn warm LinkedIn connections into real Copper relationships, complete with instant adds, email finding, and profile updates — all powered by the Chrome Extension.
When sales and project teams are disconnected, handoffs get messy. In this session we explored how to manage the entire customer journey.
If you're an agency or consultant, you know that leads don't just manage themselves (if only!). That’s why we spilled the beans on how to track, organize, and convert leads more efficiently using Copper.
Our last Coffee with Copper webinar recording is here! This month, we heard from two key players of our leadership team, CEO Steve Holm, and VP of Product Management, Luke Lihou as they shared our roadmap and vision for 2025.
Watch the recording to unlock the power of Copper on the go! Learn how to effortlessly manage contacts, track deals, and stay productive, all from your mobile device.
During this session we dove deep into the world of Copper Tasks, starting with going over the very basics and then exploring how to maximize your process efficiency and effectiveness through Task types, automation using IF/THEN statements and workflow recipes.
During this session, our marketing team walked users through implementing best practices, understand the key stages of the customer lifecycle, and the key essential tools that align with each step.
We caught up with our Product team for a look into our latest feature releases and a sneak peek at what they’re currently working on.
Are you ready to launch your understanding of Copper features to new heights? Join us Tuesday, June 25, 2024 at 11am PT / 2pm ET for an immersive experience that’s out of this world.
In this brand new Copper webinar, we’re catching up with our Product team for a look into our latest feature releases and a sneak peek at what they’re currently working on. You’ll have the opportunity to share feedback directly with the team and influence features on the roadmap for 2024.
In our newest Copper webinar, we’re catching up with our Product team for a look into our latest feature releases and a sneak peek at what they’re currently working on. You’ll have the opportunity to share feedback directly with the team and influence features on the roadmap for 2024.
We're coming in hot to 2024 — with game-changing new features that will help relationship-centric businesses better nurture interest amongst their prospects, clients and customers. Join us on Tuesday, March 26, 2024 for an exclusive look at the hottest product drop in Q1.
As we near the end of 2023, we want to share all the awesome things we have planned for 2024 and our vision for the new year. Join us Tuesday December 12, 2023 at 11am PST / 2pm EST as our CEO and the product team share what’s to come for Copper.
Coffee with Copper is back! We’re going to demo our improved list views experience and reactions capabilities on mobile and desktop and share tips for powering up your productivity with these features.
In our next installment of Coffee with Copper, we’re diving into best practices for working with pipelines.
Following our recent launch of the Integrations Marketplace, we'll be highlighting some of the most popular Copper integrations that our customers love to use.
We’ve been hard at work adding new features, integrations and support to better serve businesses like yours. In this quick video, our product expert Jessica walks you through all the improvements we’ve made this year.
For our next Coffee with Copper session, we’re thrilled to tackle one of your most highly requested topics — email marketing with Copper.
