Copper blog

Sales - 5 min READ
GDPR compliance and the new EU-US Data Privacy Framework: A quick guide
How does the new data privacy framework regulating EU-US data transfer impact GDPR requirements? We cover everything you need to know.

Productivity - 2 min READ
Your creative agency’s silver bullet
Learn how your creative agency will benefit from our CRM buyer's guide, which we created to answer agencies' most common FAQs.

Marketing - 9 min READ
9 Easy steps for crafting an effective email marketing calendar
Learn how an email marketing calendar helps organize your email marketing strategy to make your campaigns more effective.

Client success - 10 min READ
How to schedule an email in Gmail: 5 simple steps
If you’re wondering, can I schedule an email in Gmail? The answer is yes. Follow these 5 steps for email scheduling in Gmail.

Copper news - 5 min READ
Coming soon to Copper: Three new features in Lists
Easily editable lists, quicker list creation and more are coming to Copper CRM soon. Check out our updates.
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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 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.

Copper news - 6 min READ
A chat with Copper’s new CEO, Carrie Shaw
We sat down with new CEO Carrie Shaw to talk all things CRM, get her outlook on tech, and dig into her unique career journey up to today.

Productivity - 2 min READ
Avoma and Copper make meetings more actionable
With the Copper CRM integration, Avoma's conversation intelligence software feeds actionable insights from your meetings directly into customer records.

Sales - 9 min READ
6 Alternatives to Salesforce CRM worth considering
Looking for alternatives to Salesforce CRM? Learn about 6 Salesforce alternatives that hold up to the competition.

Sales - 4 min READ
The 3 Ps of lead nurturing
Lead nurturing is a delicate sales process that requires profiling, personalization and patience. Check out these actionable steps to improve your nurturing tactics.

Sales - 7 min READ
The beginner's guide to lead scoring
Lead scoring helps you keep a better pulse on the people in your pipeline. Our beginner's guide details how to build a lead scoring model from scratch.

Productivity - 4 min READ
What Salesforce small business customers could expect following their 2023 layoffs
After Salesforce's recent layoffs, find out what this means for its small business CRM customers – and if it's still a good fit.

Productivity - 2 min READ
Coda and Copper make it easy to visualize CRM data alongside other popular tools
Coda’s all-in-one document app, used together with Copper CRM, helps you combine and visualize your customer data. Find out how it works.

Client success - 6 min READ
Copper CRM product principles … 2023 and beyond
How and why Copper defined our CRM product principles, and why we think they’ll make a difference for our users.

4 min READ
Copper CRM vs HubSpot: the 4 big differences
Compare Copper CRM with HubSpot and see how they stack up in terms of hidden costs, customizations, Gmail integrations and more.

Productivity - 2 min READ
Parallax and Copper help agencies sell, plan, and hand off projects with ease
Parallax’s resource management planning tool combined with Copper CRM helps agencies prepare and staff for projects smoothly. Find out how it works.

Client success - 4 min READ
5 foolproof ways to strengthen customer relationships during tough economic times
The CEO of Surfe (ex-Leadjet) shares how to nurture and improve customer relationships during tough market conditions.

Sales - 7 min READ
How to succeed in sales: 3 keys
Learn about how to succeed in sales, from time management to pipeline hygiene, with tips from Copper’s Regional Sales Manager.

Sales - 3 min READ
10 sales commission structures: Which one fits your sales style?
What’s your ideal sales commission structure? Take our quiz to find out which is most compatible with your selling style.

Sales - 3 min READ
How to get more leads and hit your sales quota
Skip the looming dread of missing your sales quota with these expert tips on how to get more leads.

Sales - 3 min READ
6 sales KPIs to stay on top of your sales performance game
Sales reps: track your individual sales performance with these 6 sales KPIs and get ready for your next performance review.