Agency CRM: Best CRM for Marketing & Creative Agencies | Copper CRM
Copper is trusted by creative agencies big and small.
Copper helps agencies attract more clients, streamline communication and deliver projects effortlessly.
Everything your agency needs, all in one place.
"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
Automate the busywork, focus on client relationships.
"Copper's real superpower for us is connection. We were pitched Copper for sales, but after going through the tutorial it was clear that we could use it to connect engagement, bidding and active project management, creating a full circle system."
Learn how Kontent Partners uses Copper
Get your team up and running in days, not weeks.
Get started in a heartbeat.
Connect your agency's Google Workspace account and get immediate access to a comprehensive history of all interactions with every client.
"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.”
Kelly Jennings
Studio Director
Exit Design
Connect the tools you're already using.
Mailchimp
Copper's Mailchimp integration runs a 2-way sync so every lead and client stays current in both tools automatically.
Quickbooks
Connect your agency CRM to QuickBooks so your sales and finance teams always have the same picture.
Helpful resources.
How Planet Argon exceeds client expectations with Copper and Parallax
How Kontent Partners brought order to creative chaos
Our top five tips to managing a creative agency
How to build long-lasting client-agency relationships
Efficient project management with Pipelines
Agency use case: LifeNow Video
Campfire Labs uses Copper to automate and eliminate tedious, manual tasks
Creative agency CRM buyer’s guide
FAQs.
Can Copper handle both winning new clients and managing active projects, or do I need a separate tool for each?
In Copper you can run Opportunity Pipelines and Project Pipelines side by side, each with its own fields, so your new-business team, your delivery leads, and your account managers get views built for how they actually work instead of one generic list everyone has to squint at.
How does Copper keep the whole team on the same page about what's happening with each client?
Copper's activity feed gives every team member real-time visibility into all client interactions (emails, calls, meetings, notes, and tasks) all in one place.
We're managing 30+ active client relationships across a handful of account leads. How does Copper keep that from turning into chaos?
Every client gets one record with the full history attached — emails, calls, files, notes — so when an account lead is out sick or a client gets reassigned, whoever picks it up isn't starting from a cold read of someone else's inbox.
Can Copper automate the routine follow-up tasks that eat up so much of our time?
Yes, Copper lets you automate repetitive tasks like sending follow-up emails, creating check-in tasks, or triggering a welcome message when a new project kicks off.
Does Copper integrate with the billing and email marketing tools our agency already uses?
Yes, Copper integrates with QuickBooks, Mailchimp, DocuSign and Slack.
Get started for free.
Take Copper for a spin first. Pay and add your team later.