Copper blog
7 min READ
Top 6 things to look for in a CRM for consultants
Some CRMs are better-suited for consultants than others. Learn what features to look for in an consulting CRM — and what you don't need.
Productivity
There's a better way to scale workflows without overengineering
Busy teams don’t need more tools. They need fewer decision points. Learn how to streamline handoffs and keep progress moving as you scale.
Productivity
CRM adoption strategies: Best practices to drive user engagement
Learn proven CRM adoption strategies that drive real user engagement. Practical tactics to get your team using your CRM consistently and boosting revenue.
Productivity - 7 min READ
New year means a better set-up for your CRM
Get organized this year! Give your CRM a reset with these quick wins you can set up in 15 minutes or less.
Productivity - 7 min READ
The best CRMs for consultants and consulting firms in 2026
Find the best CRM for consultants in 2026. Compare top tools built for relationship-driven work, not high-volume sales. Features, reviews, and recommendations.
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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.
Marketing
The forgotten middle of the funnel and how to market to it
Most leads don’t disappear, they stall. Learn how to market to the middle of the funnel with practical ways to build trust and keep deals moving.
Productivity - 5 min READ
Email templates to use for any and every holiday
Ditch the writer’s block! These holiday email templates help you connect and celebrate with customers.
5 min READ
Google Workspace vs Office 365: What's best for your business?
Google Workspace or Office 365? Discover how they compare in terms of business value in our in-depth comparison guide.
Productivity - 5 min READ
The best data enrichment tools of 2026
Discover the top data enrichment tools to boost your customer insights.
7 min READ
Best CRM for video production teams: 2026 top picks
Discover the best CRM for video production teams in 2026. Compare top solutions like Copper, HubSpot, and Pipedrive to streamline workflows and client management.
6 min READ
An introduction to CRM custom fields (and how to use them)
Did you know you can create custom CRM fields? Find out how, plus learn what the different field types really mean along with examples on how to use them.
Copper news - 6 min READ
Copper Wrapped 2025
See how Copper customers worked, connected, and grew in 2025 — and explore the improvements we shipped to support every step.
Productivity - 9 min READ
How to create a Google Sheets calendar template: A detailed guide
Why use an out-of-the-box Google Sheets calendar template when you can create your own? Discover the exact steps you need to follow in our guide.
Productivity - 4 min READ
Our favorite e-signature tools for 2026
Discover the top e-signature tools of 2026 that work seamlessly with Copper CRM.
Productivity - 5 min READ
Five smart things to embed with Linked Pages
Create a cleaner, more connected workspace with Copper’s Linked Pages. Embed key docs, dashboards, and tools directly in your CRM to streamline your team’s workflow.
Productivity - 7 min READ
How to create a hyperlink in Gmail signatures and messages
Learn how to create, professional hyperlinks in Gmail including text, image, and signature links. Step-by-step instructions for web and mobile.
Marketing - 6 min READ
The three-part marketing attribution framework all businesses should use
Learn a simple marketing attribution framework to track leads, revenue and ROI so you can double down on what works.
Productivity - 12 min READ
Gmail hacks: 32 Gmail tricks to unlock inbox productivity
Boost your inbox productivity with 32 Gmail hacks. Learn tips and tricks from sorting emails to using preview snippets to work smarter, not harder.
Client success - 5 min READ
The best pipeline stage you’ve never heard of
Discover how to build clarity, alignment, and predictable momentum with a growth system designed to support creative work and scale intentionally.
Productivity - 5 min READ
Can you use Google Contacts as a CRM?
Learn what Google Contacts can and can’t do — and when upgrading to a Google-friendly CRM makes managing clients easier.