Copper blog

Client success - 4 min READ
The unabridged Copper CRM glossary
Discover our definitions for CRM terms you may not be familiar with yet — and keep growing your CRM knowledge.

Sales - 6 min READ
6 creative strategies for sales outreach
Think outside of the box with your sales outreach strategy and increase your chances of connecting with leads. Here’s how.

Sales - 8 min READ
How to write a (good) open house follow-up email
Open houses are the bread and butter of every realtor. But how do you write a good follow-up email to get the maximum number of leads? Here's how.

Sales - 8 min READ
Best practices for developing a small business referral program
Grow your business and strengthen your network with a well-developed small business referral program. Here’s everything you need to know.

Productivity - 6 min READ
The 10 traits that construction project managers need
It’s hard to know what to look for first when it comes time to hire a construction project manager.
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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
5 ways to use CRM and project task management for small businesses
Learn how CRM task management tools work, why you need them and 5 creative ways to use these tools in your own business. Read more!

6 min READ
You’re not ‘too small’ for a CRM
Struggling to stay organized? A CRM might be your best next move.

Sales - 7 min READ
Recession-proofing your small business in 6 steps
You can take steps to protect your organization from economic issues. Learn how recession proofing helps your small business during difficult times.

Productivity - 7 min READ
Communicate the value of CRM to your team in 4 steps
Your team’s buy-in is critical to creating CRM value. Try these communication tips to get your team excited about CRM.

6 min READ
4 Reasons to choose Copper vs. Nutshell CRM
Looking for a new CRM and thinking about Nutshell and Copper CRM, a Recommended for Google Workspace app? Here’s a closer look at how Copper CRM vs. Nutshell compare.

Sales - 2 min READ
Automate sales commissions more easily with the new Copper X QuotaPath integration
The new QuotaPath X Copper integration makes automating your sales commission and compensation process effortless.

Productivity - 4 min READ
2 keys to thriving with Copper: Clear goals and team alignment
Get your business set up for success with Copper CRM by setting clear goals and gaining team buy-in. Here’s how.

Marketing - 4 min READ
Quell the panic on Main Street
We share 4 concrete steps small businesses can take to stop the recession dread and keep moving forward.

Marketing - 7 min READ
Performing a marketing SWOT analysis for small business
Develop a data-backed marketing strategy by first conducting a marketing SWOT analysis for your small business. Here’s how.

Client success - 2 min READ
Talk about growth…stirring up the cannabis industry + building a successful brand
Meet Kikoko, the woman-owned cannabis brand committed to providing low-dose, consistent cannabis products for all. Read their growth journey and move to CRM.

Productivity - 4 min READ
monday.com: Is it the right “CRM” for you?
Monday.com is best known as a project management tool, but it has some light CRM capabilities. 5 questions to ask before choosing it as your "CRM."

Sales - 5 min READ
What is a sales pipeline, and what should it include?
Learn what a sales pipeline is, how it can benefit your business, and how to create your first one.

3 min READ
5 ways to use CRM to get ahead of supply chain issues right now
Supply chain disruptions appear to be ongoing, but here’s how to stay ahead of them to minimize the impact of the supply chain crisis on your biz.

Sales
WTF are hot leads & how do I find them?
What are hot leads? How do you qualify them? Learn everything about finding and nurturing hot leads, plus grab a free hot lead qualification checklist!

5 min READ
What is audience segmentation research and analysis?
Use these 3 steps for audience segmentation research and analysis to maximize your sales and marketing efforts.

Copper news - 2 min READ
What’s new in Copper: Mobile app, pipelines and file experience enhancements
We’ve been hard at work improving the overall user experience in Copper, including mobile app enhancements, refinements to pipelines and more.

Marketing - 3 min READ
A 4-step process for customer research
Customer research doesn’t have to be a pain, you just need the right approach. Follow these 4 steps to uncover your ideal customers.