Copper blog
Client success - 7 min READ
Avoid customer churn as an agency or consultant
Want to avoid churn? Spot the signs early, boost engagement, and build loyalty that lasts with these simple steps!
Sales - 8 min READ
How media companies can become strategic advisors for their advertisers
Become a trusted advisor, not just an ad seller. Discover how to offer insights, optimize campaigns, and build lasting advertiser partnerships for real success.
Copper news - 2 min READ
Copper earns 2024 recognitions from Capterra
We're grateful for being recognized by Capterra!
6 min READ
How to spot a slow season and thrive through it
Learn how to plan ahead, refresh your strategy, and make the most of quiet times for your agency.
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.
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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.
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.
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.
2 min READ
Case study: SportsDataIO powers a personalized email marketing strategy with Copper X Mailchimp
Fast-growing sports data provider added our Mailchimp integration to Copper CRM to power up their email marketing with personalized newsletters.
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 - 9 min READ
How to create a calendar in Google Docs
Google is great, but sometimes you need something more.
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.
Marketing - 12 min READ
How to promote your consulting business
Learn about 10 marketing strategies for consultants who want to build a client base, nurture relationships, and close more business.
Productivity - 9 min READ
Up your productivity with Google Sheets calendar templates
Why use an out-of-the-box Google Sheets calendar template when you can create your own? Here’s how.
Productivity - 5 min READ
Copper & monday.com: Relationships vs. Process
What to consider before choosing your next CRM
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.
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.
Productivity - 7 min READ
How to hyperlink in Gmail messages and signatures
To use the keyboard shortcut, highlight the anchor text, hit Ctrl+K if you’re on a PC or Cmd+K if you’re on a Mac. Check more Gmail shortcuts!
Sales - 8 min READ
How to create a sales territory plan: A step-by-step guide
Follow this simple step-by-step guide to learn about the ins and outs of SWOT analysis and create a balanced sales territory plan for your team.
Copper news - 6 min READ
What’s new at Copper? Our mid-year product update for 2024
We’ve been busy! Take a look at what the Copper product team has introduced in the first half of 2024, and what’s to come for the rest of the year.
Sales - 8 min READ
How to say "thanks" to a client or customer for their business
Learn how to thank customers effectively with our guide. Discover strategies for sending personalized thank you notes and emails that strengthen your business relationships.