Copper blog

Productivity - 6 min READ
The 10 traits that construction project managers need
It’s hard to know what to look for first when it comes time to hire a construction project manager.

Marketing
How to drip market your way to a sale
What is drip marketing and how does it work to get you more sales, more efficiently? Learn everything you need to know to set up a drip marketing campaign.

Client success - 7 min READ
How to create a customer loyalty program to increase sales
Creating a customer loyalty program is easy with our 8-step guide, plus customer loyalty program examples for your inspiration.

5 min READ
Top CRM questions to ask your sales rep
Finding the right CRM platform comes down to asking the right CRM software questions before the purchase. Here’s what to ask.

Copper news - 6 min READ
NetHunt or Copper CRM? 4 key differences
Get all the details you need to know to decide on NetHunt vs. Copper CRM for your business.
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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 - 4 min READ
2 keys to thriving with Copper: Clear goals and team alignment
Get your business set up for success with Copper CRM by setting clear goals and gaining team buy-in. Here’s how.

Marketing - 7 min READ
Performing a marketing SWOT analysis for small business
Develop a data-backed marketing strategy by first conducting a marketing SWOT analysis for your small business. Here’s how.

Client success - 2 min READ
Talk about growth…stirring up the cannabis industry + building a successful brand
Meet Kikoko, the woman-owned cannabis brand committed to providing low-dose, consistent cannabis products for all. Read their growth journey and move to CRM.

Productivity - 4 min READ
monday.com: Is it the right “CRM” for you?
Monday.com is best known as a project management tool, but it has some light CRM capabilities. 5 questions to ask before choosing it as your "CRM."

Sales - 5 min READ
What is a sales pipeline, and what should it include?
Learn what a sales pipeline is, how it can benefit your business, and how to create your first one.

3 min READ
5 ways to use CRM to get ahead of supply chain issues right now
Supply chain disruptions appear to be ongoing, but here’s how to stay ahead of them to minimize the impact of the supply chain crisis on your biz.

Sales
WTF are hot leads & how do I find them?
What are hot leads? How do you qualify them? Learn everything about finding and nurturing hot leads, plus grab a free hot lead qualification checklist!

5 min READ
What is audience segmentation research and analysis?
Use these 3 steps for audience segmentation research and analysis to maximize your sales and marketing efforts.

Copper news - 2 min READ
What’s new in Copper: Mobile app, pipelines and file experience enhancements
We’ve been hard at work improving the overall user experience in Copper, including mobile app enhancements, refinements to pipelines and more.

Marketing - 3 min READ
A 4-step process for customer research
Customer research doesn’t have to be a pain, you just need the right approach. Follow these 4 steps to uncover your ideal customers.

Copper news - 2 min READ
Google Workspace picks Copper: Recommended for Google Workspace
We’re pleased to be recommended as a Google Workspace app for another year running.

Copper news - 2 min READ
Copper now stores and organizes all the documents you send through Gmail — in one place.
New file organization capabilities automatically sync with Gmail and Calendar and surface your important customer files across CRM records.

Sales - 4 min READ
4 advantages of using a VoIP CRM integration
With VoIP/CRM integration, sales teams can track leads better, provide exemplary customer service and work effectively and efficiently.

Sales - 6 min READ
5 questions to ask to build your best sales pipelines and reports in Copper
Sales forecasting is only as accurate as the CRM reports and pipelines it’s based on. Our sales team shares tips for perfecting your sales pipelines.

Productivity - 5 min READ
Supercharge your productivity with Copper’s Chrome extension
Eliminate painful tab-switching with Copper right in your inbox and calendar using our Google Chrome extension.