Copper blog
Productivity - 7 min READ
The best CRMs for consultants and consulting firms in 2026
Most CRMs for consultants are designed for sales teams with quotas. If you're a consultant managing 5–30 clients, here's why that's a problem — and here's what to use instead.
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.
Productivity
The 6 hidden costs of managing clients in your inbox
Managing clients in your inbox feels simple, until it starts costing you deals, time, and repeat business. Here’s how to fix that.
Productivity - 7 min READ
How to use Google Calendar as a planner
Learn how to use Google Calendar as a planner to manage your schedule and boost your productivity. Stay on top by following our practices!
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.
Get the latest from our blog every month
Browse the blog
Want to go deeper? Click on a category below for more from Copper.
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.
6 min READ
Why businesses use a CRM for customer service and support
Can a CRM be used for customer service and support? Absolutely. Discover five key benefits of using customer service CRM tools in your business.
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
CRM reporting explained: Key reports, tools, and examples
Find the right CRM with a clear evaluation framework, checklist, and criteria to choose a system that fits your workflow and scales with your team.
4 min READ
Google sheets and CRM integration: 5 benefits for your business
Take your spreadsheets to the next level with Copper’s CRM and Google Sheets integration. Discover five benefits that give you the best of both worlds.
Productivity - 9 min READ
Google Calendar tips: 30 effective Google Calendar hacks
Boost your productivity with these top 30 Google Calendar tips and hacks designed to help you manage assignments more effectively.
Client success - 7 min READ
Avoid customer churn as an agency or consultant
Want to avoid churn? Spot the signs early, boost engagement, and build loyalty that lasts with these simple steps!
Productivity
When it’s time to upgrade from Dubsado
Outgrowing Dubsado? Discover why growing teams switch to Copper CRM, with Google Workspace integration, visual pipelines, and real sales automation.
Client success - 8 min READ
8 Proven customer marketing strategies and 15 examples
Discover 8 proven customer marketing strategies with 15 real examples to boost retention, loyalty, and long-term growth.
Productivity
How to get smarter answers from Copper GPT
Ask smarter questions, get better CRM insights. Learn how Copper GPT helps you analyze pipelines, trends, and data with clarity.
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
Industry-specific CRM vs generic: Which one should you choose?
Need help choosing the right CRM? Compare flexible vs niche tools to find one that actually keeps up as your business grows.
Productivity - 8 min READ
How to create a signature in Gmail with logo with 3 easy methods
Learn how to add your company logo in your signature in Gmail. Discover the fastest way, a more complex method, as well as free tools you can use.
Productivity
Can you build your own CRM? The 5 challenges of custom CRMs
Thinking of building your own CRM? Here’s what it really takes — and why most teams choose customization over starting from scratch.
Marketing - 6 min READ
How consultants can turn content marketing into a lead-gen machine
Turn your expertise into leads with content that works on autopilot.
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.