Copper blog

Featured image: An introduction to CRM custom fields (and how to use them)

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.

Featured image: Copper Wrapped 2025

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.

Featured image: How to create a Google Sheets calendar template: A detailed guide

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.

Featured image: Our favorite e-signature tools for 2026

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.

Featured image: Five smart things to embed with Linked Pages

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.

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Featured image: 5 Ways to use Pipeline email automations that save your team time

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

Featured image: 5 Forms you need on your website to capture more leads

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.

Featured image: How to use your CRM for project task management: 5 use cases

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.

Featured image: You’re not ‘too small’ for a CRM

6 min READ

You’re not ‘too small’ for a CRM

Struggling to stay organized? A CRM might be your best next move.

Featured image: Can you use Google Contacts as a CRM?

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.

Featured image: Top 2026 marketing trends for B2B businesses

Marketing - 6 min READ

Top 2026 marketing trends for B2B businesses

Here are the top 5 marekting trends that will help your business in 2025

Featured image: Unique networking tips you need to try

Productivity - 8 min READ

Unique networking tips you need to try

Turn heads and making lasting connections with these unique networking tips.

Featured image: Copper CRM launches Copper GPT: Bringing your CRM data into ChatGPT

Copper news

Copper CRM launches Copper GPT: Bringing your CRM data into ChatGPT

Access, summarize, and understand your Copper CRM data using ChatGPT.

Featured image: How to make a calendar in Google Docs: A complete guide

Productivity - 9 min READ

How to make a calendar in Google Docs: A complete guide

Learn when and how to create custom calendars in Google Docs or Sheets. Detailed guides, templates, and tips for better planning and collaboration.

Featured image: The 2025 guide to writing a LinkedIn summary that stands out

Sales - 6 min READ

The 2025 guide to writing a LinkedIn summary that stands out

Your LinkedIn summary can make or break the first impression you make. Here are some tips for writing a powerful one.

Featured image: 11 Sales prospecting books everyone in sales should read

Sales - 11 min READ

11 Sales prospecting books everyone in sales should read

Want to brush up on your sales skills? Here are 11 prospecting books you need to read.

Featured image: 4 Streak CRM alternatives (and why Gmail users love Copper most)

Productivity - 5 min READ

4 Streak CRM alternatives (and why Gmail users love Copper most)

Looking for Streak CRM alternatives? Compare top Gmail-friendly options and find the right fit for your growing team.

Featured image: How to use Google Calendar as a planner

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!

Featured image: How agencies can help clients who don’t “speak design”

Client success - 5 min READ

How agencies can help clients who don’t “speak design”

Your clients don’t need to know design — they need your guidance. Here’s how to turn confusion into clarity (and better creative results).

Featured image: 11 Ways small businesses can actually use Instagram

Marketing - 12 min READ

11 Ways small businesses can actually use Instagram

Learn 11 practical ways to use Instagram for small businesses, from search-first captions to Shops, insights, and growth.

Featured image: How to market your consulting business: 10 marketing strategies

Marketing - 12 min READ

How to market your consulting business: 10 marketing strategies

You want to grow your consulting business? Discover our 10 marketing strategies for consultants who want to market their business effectively.

Featured image: 11 video types to drive growth with video marketing for business

Marketing - 9 min READ

11 video types to drive growth with video marketing for business

Creating marketing videos for your business doesn’t need to be overwhelming. Here’s how to get started.

Featured image: Why we love bite-sized content — and how to use it to grow your business

Marketing - 5 min READ

Why we love bite-sized content — and how to use it to grow your business

Cut through the noise with content that actually connects

Featured image: AI in customer service: It’s a powerful sidekick, not human replacement

Client success - 5 min READ

AI in customer service: It’s a powerful sidekick, not human replacement

Learn how AI speeds up service while humans build trust and loyalty.