Copper blog
Productivity - 9 min READ
How to take meeting notes: A comprehensive guide
Take better meeting notes with this detailed guide that'll teach you how you how to remember insights and retain information better.
Sales - 10 min READ
Every sales funnel stage explained
Every stage of the sales funnel has a distinct goal + purpose. Here's everything you need to know to maximize results at each phase of the sales funnel.
Marketing - 8 min READ
Thought leadership: Your brand’s secret weapon
Discover how thought leadership can elevate your brand, build trust, and create lasting connections.
Productivity - 8 min READ
Our top five tips to managing a creative agency
Discover creative agency management best practices, from picking the right tools to juggling client and vendor relationships with ease.
Productivity - 5 min READ
7 Best time management methods and techniques to boost productivity
If you haven’t chosen a time management strategy yet, it’s time for a change. Try these 7 time management techniques to make this your year.
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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.
Productivity - 6 min READ
How to recover from losing a major client
Bounce back stronger after losing a big client with these smart recovery tips.
Sales - 8 min READ
6 ways to use Copper for email marketing
Copper offers many tools for email marketing. Learn how to put them to best use to help drive more business.
Copper news - 2 min READ
How Notion scaled their influencer marketing program
Discover how Notion, with a limited team, manages a thriving influencer program using Copper for CRM and Lumanu for payments. Learn how automation streamlines communication and saves time. Read the full case study!
Sales
The top 10 things to do to scale your agency — and land bigger clients
Get ready to scale your agency faster with these simple strategies.
Productivity
How to apply Copper's Pipelines to your workflows for success
Boost your productivity with Copper CRM's newest upgrades and features.
Client success - 9 min READ
How to build long-lasting client-agency relationships
From setting up a customer feedback loop to prioritizing personalization, here's tips for agency relationship management that can successfully retain clients and win business that stays.
Marketing - 4 min READ
Email open tracking and why Gmail is cracking down
How email open tracking works and the recent changes that have made it less effective.
Productivity - 8 min READ
How to create and send canned responses in Gmail
Discover how to create and send canned responses in Gmail to speed up replies and improve email productivity. Streamline your communication today!
Productivity
ApiX-Drive helps Copper users integrate with third-party tools
Streamline workflows with Copper CRM integrations easily.
Marketing - 7 min READ
A field guide to customer journey mapping
Customer journey mapping is a game-changing addition to any company in boosting sales and creating awesome customer relationships. Here’s how to do it.
Productivity - 5 min READ
Starting your own agency: The essential do’s and don’ts for success
Learn the essential tips for starting your own creative agency.
Productivity - 4 min READ
Is Mailchimp a CRM?
Everything you need to know about using Mailchimp as a CRM, and when it’s best to integrate it with a separate CRM.
Productivity - 5 min READ
The top CRM for your agency, and why you need one
Discover the top CRM for your agency that simplifies your workflow, boosts client relationships, and drives growth.
Productivity - 5 min READ
Copper & monday.com: Relationships vs. Process
What to consider before choosing your next CRM
Copper news - 4 min READ
Choosing between Streak vs. Copper CRM
Everything you need to know to decide between Copper vs. Streak CRM for a Google Workspace CRM.