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.
With our updated reports permissions coming soon, Copper admins and account owners will be able to share report visibility with their teams.
How the Copper team uses Copper with key insights from our sales and revenue operations leaders.
Join our in-house Customer Success and Onboarding experts to learn tips for ensuring your team is getting the most out of Copper.
Google’s and Copper's take on what’s needed to thrive in a hybrid environment
Walk through our 4 most popular Zapier integrations
See expert-guided live demos for 4 workhorse integrations with Copper CRM, including LinkedIn, Square, Vogsy and Docusign.
Workflow automation is an important tool that helps you automate the repetitive work of growing your business so your team can focus more time on the relationships that matter most. In this webinar, we will be sharing best practices and customer stories to make you a workflow automation pro.
Developing an Agile Approach to Outlast the Pandemic
Join speakers from Google, itGenius and Copper for more on how to leverage G Suite and Copper to build thriving remote sales teams.
Join speakers from Google, UpCurve and Copper for more on how to leverage G Suite and Copper to manage relationships and stay organized.
Join experts from Copper, PersistIQ, and Atlantic Research Group to learn more about 3 best practices for Marketing Automation for 2020 including personalization, workflow automation, and sales engagement.
Strong alignment between sales and marketing teams is more important than ever. Speakers from Copper, Outfunnel, and DeFeet International discuss in this webinar how to ensure sales and marketing function as a cohesive team.
We know you work in Gmail, Drive, Calendar. That's why we built Copper to fit right where you work — in G Suite.
A continuation of our "spreadsheets to CRM" tutorial, this webinar shows you how to fully adapt your processes & workflows to CRM.
Get contracts signed and close deals faster thanks to DocuSign, Copper, and G Suite.
How efficiently are you closing deals? If you think that you could be closing deals faster (and making more $$), chances are, you’re right.
How efficiently are you managing your leads? Learn how to stay organized and aware of next steps with your leads—even if you think you've got more than you can handle.
As an agency, you're managing relationships. A lot of them. And if you're still using spreadsheets, you're doing your team a disservice.
If you've ever felt intimidated by the amount of work you have to do to move from spreadsheets to a CRM, this webinar will help.
Sales prospecting can be insanely time-consuming and honestly, just flat-out exhausting. Especially if you just spent all day doing it.
Join this on demand webinar to talk about the challenges facing Corporate Development teams and how a CRM can be used to solve them.
Check out this on-demand webinar to learn about better aligning your sales and support teams. We’ll discuss how to drive revenue growth through a 360degree view of customers and prospects.
How to hack reporting: use filtered lists instead.
