Copper

Marketing

Chris Clark

Perri

Playbooks

The Why and How of CRM: Connect with new customers

Connect with Copper

Webinar Recording: Connecting with New Customers

🎥 Connecting with New Customers - Recording

How to manage and stay on top of your relationships with leads and customer with Copper.

🎥 Manage Your Contacts Effectively with Filters

Connect: 2 minute guide to capturing meeting notes on the fly

🎥 Capture Meeting Notes on the Fly

How to setup forms and action your webform leads

🎥 Capture and Action Webform Leads

Automatically send your booking link to new leads

🎥 Automatically Book Meetings with Leads

Connect: Capture and follow up with leads

The Why and How of CRM: Winning new customers

Win with Copper

🎥 Winning New Business - Recording

Key filters to manage your pipeline in Copper

🎥 Creating Pipeline Views for each Teammate

Win: Manage your Pipeline & Project workflows

The Why and How of CRM: Delivering your services

Deliver with Copper

Webinar Recording: Delivering Projects and Services

🎥 Delivering Projects and Services - Recording

2 minute guide to onboarding new customers

🎥 Streamline Onboarding for New Customers

Deliver: Projects and Services

The Why and How of CRM: Retain and grow your customers

Grow with Copper

Webinar Recording: Growing your relationships

🎥 Growing your relationships - Recording

Grow: 2 minute guide to automated customer outreach

🎥 Automate Customer Outreach by Special Dates

Grow: 2 minute guide to easy contract management

🎥 Automate Outreach to Renewing Customers

Grow: 2 minute guide automating your emails

🎥 Automate Tasks and Emails for your Contacts

Repeat: Automate Engagement & Drive Repeat Business

Best Practices for Recruiting Firms

CRM Best Practices for Agencies

Best Practices for Marketing Teams

Best Practices for Sales Teams

Best Practices for Ad Sales Teams

Best Practices for Venture Capital Firms

Best Practices for Business Development Teams

Best Practices for Non-Profit Organizations

Best Practices for SaaS Sales Companies

Customize for the Real Estate Industry

Success at Copper

Industry Specific Best Practices

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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