Copper blog
Client success - 8 min READ
Why scaling relationships will always beat scaling operations
Operations drive efficiency, but customer relationships build loyalty. Learn why trust and human connection outperform flawless workflows.
Productivity - 8 min READ
Select the best CRM for financial services to expand client relationships
Finding a CRM for financial services just got easier. Learn key features, compliance tips, and more to help you build and maintain client relationships.
Productivity - 10 min READ
Choosing the best CRM for Gmail to grow your business
Discover how to choose the best CRM for Gmail. Compare features, integrations, and tips to boost productivity with the right CRM.
Copper news - 10 min READ
Zendesk CRM retirement 2027: 8 of the best Zendesk Sell alternatives
Need a need CRM? Here are 8 of the best Zendesk Sell alternatives to try.
Productivity - 4 min READ
5 Relationship red flags and how to fix them to avoid customer churn
Spot the early signs of customer churn before it’s too late. Learn 5 relationship red flags your CRM is already tracking and how to fix them.
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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.
Productivity - 7 min READ
Stop juggling with a business focus strategy that actually works
Cut through the noise, scale smart, and master your business priorities.
Sales - 7 min READ
New ways to upsell agency services that add value
Discover smarter ways to upsell by adding value, not pressure.
Sales
How a conversational growth strategy drives business growth
Capture insights, build trust, and grow through smarter conversations.
Sales - 5 min READ
Why your CRM and project management need to be in the same tool
Tired of using one tool for sales and another for delivery? Here’s why your CRM and project management need to live in the same platform.
Marketing - 11 min READ
How to actually use LinkedIn to grow your small business in 2025
Here’s everything you need to know about LinkedIn for small business. Learn how to build up your industry reputation on social media.
Productivity - 5 min READ
8 Ways project management keeps your team from losing it
See how agencies use our project management tools to streamline onboarding, manage complexity, and deliver work without burning out.
Sales - 7 min READ
5 Effective ways to use LinkedIn for sales prospecting
Learn about five ways you can used LinkedIn to find sales prospects, warm up leads, and close more deals.
6 min READ
How to use Google Sheet CRM templates
Use Google Sheets as a CRM with Copper’s free template. Learn how to build your own CRM spreadsheet and when to upgrade to a real CRM system.
Client success
No, your account manager shouldn’t also be your project manager
Why merging account manager and project manager roles hurts your team, clients, and delivery.
Productivity
"I'll just do it myself" and other lies we tell ourselves
How outsourcing your work can help your agency grow, scale, and stop running on burnout.
Productivity - 4 min READ
Build, track, pitch: How PR agencies use CRMs for media outreach
Everything you need to manage journalism contacts without Cision, Meltwater or MuckRack.
Productivity - 4 min READ
Feel like a fraud? Here’s how to work around it
Feel like you're dealing with imposter syndrome? You're not alone. Here's how to navigate it.
Productivity
5 best GoHighLevel alternatives in 2025 (including Copper)
Looking for a GoHighLevel alternative? See how Copper stacks up for agencies and service businesses in this comparison of the top 5 CRM platforms.
Client success - 12 min READ
What is a client intake form (and how to build one)
Streamline your 'intake form' process to conveniently gather critical client information. Implement our recommendations for faster alignment and program success.
Productivity - 6 min READ
Every business leader should read one novel a year
Think business books are the only way to grow? One novel a year might do more. Here's how fiction can sharpen your focus, creativity, and leadership edge.