CRM for Agencies

Copper x The Happy Clients Podcast

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Copper is trusted by 30,000+
companies of all sizes

Copper helps businesses attract more clients, streamline communication and deliver projects effortlessly.

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Easy to set up

Everything your agency needs, all in one place

Every little detail, 100% organized.

Projects are complex – lots of people, lots of files, lots of opinions. Capture and connect everything so nothing falls through the cracks.

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Real time collaboration

Copper's activity feed gives everyone on your team visibility into customer moments.

Your flexible pipeline partner.

Keep your opportunities and projects on track so you can deliver on the experiences that will create repeat business.

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"With Copper, there was almost no setup time since it worked with Gmail. Plus, there were all these integrations that we could use right away. We were sold."

Learn how Polymath uses Copper

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Strengthen your relationships & do your best work

Automate tasks, amplify
relationships.

Put the busy work on auto pilot so that you can focus on what matters most. Whether it’s automatically creating follow up tasks, sending out welcome emails, or an end of project check in email a week after delivery, we’ve got you covered.

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You live in Google Workspace. Copper does too.

Copper centralizes everything. It works seamlessly with Gmail, Calendar and Drive, so you never have to switch tabs.

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"There was a lot of flexibility with Copper, and I knew that it could be built upon. We could have a simple pipeline today and a complex pipeline or multiple pipelines in the future… It’s very scalable."

Learn how Campfire labs uses Copper

Get your team up and running in days, not weeks

Get started in a heartbeat.

Connect your team's Google Workspace account and get immediate access to a comprehensive history of all interactions with every client.

Digital workspace chat showing Jamie adding a note tagging Andrew Stevens, saying 'Awesome' with a thumbs-up emoji, and Andrew replying 'Thanks!'

Illustration of three people climbing large hands, one person holding a flag and helping another ascend, symbolizing teamwork and support.

"It took us 3 months at HubSpot and it took us 3 days to get up and running at Copper. Copper is so much easier for a small team.”

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Kelly Jennings

Studio Director

Exit Design

Connect the tools you're already using.

All your essential apps

Copper's powerful integrations seamlessly connect with your favorite tools, unlocking a whole new level of functionality.

Learn more

Mailchimp

Copper’s Mailchimp integration offers a super-smooth 2-way sync, so both
databases are always current — and no email or lead gets left behind.

Quickbooks

Transparency between sales and finance is key to smoothing out the customer buying experience.

Helpful resources

The OZ team replaces Salesforce with Copper to drive success

FlightCharter grows revenue 120% using Copper’s developer API

Scaling a media powerhouse with Copper to keep partnerships on track

How a reusable bag wholesaler packed their sales pipeline using Copper

Custom packaging provider BoxUp unwraps sales pipeline growth and insights with Copper

SportsDataIO builds a segmented newsletter strategy with Copper X Mailchimp

Polymath expands customer relationships and engages new audiences with Copper X Mailchimp

Exit Design chooses Copper over HubSpot — and isn’t looking back

Silicon Foundry builds a network made of gold over 5 years with Copper

On Your Feet crafts a winning client strategy with Copper

Veterans Valor enjoys 600% growth in 10 months using Copper

Perceptual Intelligence® optimizes client services with Copper

How one change gave Moonstone Marketing 90k in pipeline clarity

How Kontent Partners brought order to creative chaos

How Planet Argon exceeds client expectations with Copper and Parallax

How Hello Artists uses Copper to align agents, artists, and clients

How AJ Financial built a more efficient client experience with Copper

How LiveX built a powerful production machine with Copper

How this sports agency doubled its client base without dropping the ball

Building unforgettable experiences with a powerhouse sales process performing behind the scenes

How Home Fusion built a system that works as hard as they do

How UniVicoustic turned down CRM noise and turned up team momentum

Aux Mode: From a kitchen startup to a content powerhouse

Copper Provides the Data and Insights to Drive 238% Revenue Growth

CRM for Fundraising? Here's How Adrenaline Does It

Education Startup Udacity Uses Smart CRM to Build Their Sales Process

Empowering Creative Brands to Redefine Their Sales Process

How a 50-year-old Company Finally Started Using a CRM

How A Creative Agency Builds Picture-perfect Relationships

How a Freight Company Makes Global Moves with a CRM

How a Photo Booth Maker Streamlines Its Workday with Copper

How a Winner from Shark Tank Wins Sales with a CRM

How Amigo Manages Multiple Streams of Business with Copper

How an AI-powered Search Engine Automates Workflows with CRM

How an Olive Oil Company Saves Time Like Never Before with Copper

How Bajillion Agency Uses Automated Tasks to Get Things Done

How Bulu Box Streamlined Business Development with Copper

How Copper "Turned Selling into a Team Sport" for RHR

How Customizing Copper has Helped Love Your Melon Spread Their Mission

How Jeni’s Ice Cream Uses a CRM for Sales, Marketing & More

How Local Roots is Building the Future of Farming with Copper

How LumApps Uses Copper to Manage 2,000% Lead Growth

How One Person Set Up Copper for Tank Connection's Team

How OneSupport Supports 173% Growth and Rapid Hiring with Copper

How Rasco Aligns Its American & Canadian Teams with a CRM

How Reali Strengthens Real Estate Relationships with a CRM

How Sail Internet Tripled Revenue in 1 Year with Help from Copper

How Smartpress Adopted a CRM That Everyone Loved

How Social x Data Introduces Copper to their Clients

How Storm Ventures Transformed Its Workday with a CRM

How SunFunder Manages Millions in Capital Using Copper

How SwingSearch Stays on Top of Recruitment with Copper

How This RE/MAX Realtor Keeps G Suite in Sync with Copper Using PieSync

How Zivelo Accelerates Sales & Biz Dev With Copper

itBrand’s Journey to a Customer-Centric CRM Software

Lone Star Press Accelerates Sales with Copper & Google Apps

Palantir.net: Winning in Web Design and Development

Sigora Solar Uses Copper to Bridge Sales and Operations

TAS TradeSoft Takes On Financial Projects & More with Copper

The Relationship-makers Series: A Global Climate Change Task Force

The Relationship-makers Series: How Adelphoi Modernized the Record Label Business

Why Copper is Antrim 1844’s Choice for Hospitality CRM

Why UrbanVolt Chose Copper to Help Scale Business

How IrishAngels Doubled Its Deal Pipeline with Copper in One Quarter

How PlattPointe handles big deals with a lean team

How Curology used Copper to transform their partnership strategy

The OZ team replaces Salesforce with Copper to drive success

Everything your agency needs, all in one place

Every little detail, 100% organized.

Your flexible pipeline partner.

Strengthen your relationships & do your best work

Automate tasks, amplifyrelationships.

You live in Google Workspace. Copper does too.

Get your team up and running in days, not weeks

Get started in a heartbeat.

Connect the tools you're already using.

All your essential apps

Mailchimp

Quickbooks

Helpful resources

Get started for free.

Automate tasks, amplify
relationships.