Copper blog

Featured image: Avoid customer churn as an agency or consultant

Client success - 7 min READ

Avoid customer churn as an agency or consultant

Keep clients coming back! Discover smart ways to spot churn early, boost engagement, and create loyalty that lasts.

Featured image: How media companies can become strategic advisors for their advertisers

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.

Featured image: Copper earns 2024 recognitions from Capterra

Copper news - 2 min READ

Copper earns 2024 recognitions from Capterra

We're grateful for being recognized by Capterra!

Featured image: How to spot a slow season and thrive through it

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.

Featured image: How to recover from losing a major client

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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Featured image: Copper CRM product principles … 2023 and beyond

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.

Featured image: An easy way to track your critical workflows

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: How to get more leads and hit your sales quota

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.

Featured image: Case study: SportsDataIO powers a personalized email marketing strategy with Copper X Mailchimp

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.

Featured image: Is Mailchimp a CRM?

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.

Featured image: How to create a calendar in Google Docs

Productivity - 9 min READ

How to create a calendar in Google Docs

Google is great, but sometimes you need something more.

Featured image: The top CRM for your agency, and why you need one

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.

Featured image: How to promote your consulting business

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.

Featured image: Up your productivity with Google Sheets calendar templates

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.

Featured image: Copper & monday.com: Relationships vs. Process

Productivity - 5 min READ

Copper & monday.com: Relationships vs. Process

What to consider before choosing your next CRM

Featured image: How to take meeting notes: A comprehensive guide

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.

Featured image: Choosing between Streak vs. Copper CRM

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.

Featured image: How to hyperlink in Gmail messages and signatures

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!

Featured image: How to create a sales territory plan: A step-by-step guide

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.

Featured image: What’s new at Copper? Our mid-year product update for 2024

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.

Featured image: How to say "thanks" to a client or customer for their business

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.