Copper blog

Featured image: An easy way to track your critical workflows

Productivity - 6 min READ

An easy way to track your critical workflows

Building the right pipeline structure in your client relationship system, for sales or non-sales workflows, can help you better manage key processes. Here's how.

Featured image: CRM sales and marketing: The right approach to smarter selling

Sales - 6 min READ

CRM sales and marketing: The right approach to smarter selling

Discover how to sell smarter by aligning your CRM sales and marketing initiatives.

Featured image: Agency use case: LifeNow Video

Productivity - 5 min READ

Agency use case: LifeNow Video

How this video production agency uses Copper to manage shoots nationwide

Featured image: Copper look-back: Our top content from 2023

Client success - 5 min READ

Copper look-back: Our top content from 2023

What we've been talking about this year, including our most popular resources and events from 2023.

Featured image: Big things coming in 2024: What’s on the Copper roadmap

Client success - 7 min READ

Big things coming in 2024: What’s on the Copper roadmap

Get a recap of our webinar sharing Copper’s new vision and 2024 product roadmap as we keep enhancing our product to meet customer needs.

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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 CRM for project task management: 5 use cases

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.

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: Our favorite e-signature tools for 2024

Productivity - 4 min READ

Our favorite e-signature tools for 2024

Discover the top e-signature tools of 2024 that work seamlessly with Copper CRM.

Featured image: The best data enrichment tools of 2024

Productivity - 5 min READ

The best data enrichment tools of 2024

Discover the top data enrichment tools to boost your customer insights.

Featured image: Our favorite video conferencing tools of 2024

Productivity - 4 min READ

Our favorite video conferencing tools of 2024

These tools give you the power to spontaneously host a virtual meeting or schedule one for the future with just a few clicks.

Featured image: The art of speaking on the fly: 6 strategies for impromptu speech

Sales - 5 min READ

The art of speaking on the fly: 6 strategies for impromptu speech

Speaking confidently for a planned speech is one thing, but how do you prepare for impromptu speech? Six strategies to try.

Featured image: Top 4 HR tools and software to streamline workforce management

Productivity - 4 min READ

Top 4 HR tools and software to streamline workforce management

Transform your HR processes with tools for smoother management and better employee engagement.

Featured image: The four best call tracking tools in 2024

Productivity - 4 min READ

The four best call tracking tools in 2024

Unlock powerful insights and optimize your sales strategies with these top call tracking tools.

Featured image: Our three favorite marketing automation tools for 2024

Productivity

Our three favorite marketing automation tools for 2024

Discover our favorite marketing automation tools for 2024 to boost engagement.

Featured image: How do you improve sales targeting? Build an ICP for sales

5 min READ

How do you improve sales targeting? Build an ICP for sales

Improve your targeting with an ICP for sales to reach the right-fit prospects and start growing your revenue.

Featured image: Case study: Creative agency returns to Copper after trying HubSpot

Copper news - 2 min READ

Case study: Creative agency returns to Copper after trying HubSpot

Learn why experiential design studio Exit Design went back to Copper after trying HubSpot — and what made the Copper experience better.

Featured image: 7 cold calling script ideas to get appointments

Sales - 14 min READ

7 cold calling script ideas to get appointments

The more sales appointments you book, you more likely you are to close deals. Try these 7 cold calling scripts to get appointments that'll turn into sales.

Featured image: The anatomy of the perfect sales follow-up emails

Sales - 8 min READ

The anatomy of the perfect sales follow-up emails

How do you follow up with a prospect after an event or a referral from a mutual connection? Learn how to write the perfect sales follow-up emails.

Featured image: 8 Ways to create a successful client-agency communication plan

Client success - 6 min READ

8 Ways to create a successful client-agency communication plan

Avoid client-agency miscommunications with these 8 best practices for creating a clear communication plan.

Featured image: The Step-by-Step Guide to Calculating Your Consulting Rates

Marketing - 9 min READ

The Step-by-Step Guide to Calculating Your Consulting Rates

Learn how to find your perfect consulting rate & set your own fees. Learn how much to charge in this 6-step guide.

Featured image: 5 Key benefits of integrating CRM with Gmail for streamlined sales communication

Sales - 6 min READ

5 Key benefits of integrating CRM with Gmail for streamlined sales communication

Integrating CRM with Gmail can do amazing things for your productivity.

Featured image: Case study: Polymath improves customer nurture with targeted outreach using Copper X Mailchimp

Copper news - 1 min READ

Case study: Polymath improves customer nurture with targeted outreach using Copper X Mailchimp

When looking for a sales CRM, this creative agency chose Copper for its Google and Mailchimp integrations. Read their story.