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.

[**Your full client history, always at your fingertips**  
Creative projects have a lot of moving parts: people, files, opinions. But, sooner or later, someone's out sick or a client gets reassigned. Copper keeps it all on the record, so whoever picks it up next isn't starting cold.  
Learn more](/content/manage-contacts/index.html)

[**Real time collaboration**  
Copper's activity feed means nobody has to ask a teammate what happened on a call they missed.](/content/industries/agency-crm#/index.html)

[**Your flexible creative partner**  
From the first pitch to the last deliverable, Copper keeps things moving — even with five people working the same account. Nobody's stuck waiting on someone else to hit update.  
Learn more](/content/manage-workflows/index.html)

"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](/content/resources/polymath-expands-customer-relationships-and-engages-new-audiences-with-copper-x-mailchimp-2/index.html)

## Automate the busywork, focus on client relationships.

[**The agency CRM that works while you do**  
Stop doing manually what Copper can do for you. Auto-create follow-up tasks, send welcome emails, trigger end-of-project check-ins — all without lifting a finger.  
Learn more](/content/automate-sales/index.html)

[**You live in Google Workspace, Copper does too**  
Copper pulls in every email, meeting, and file straight from Gmail, Calendar, and Drive. Now, nobody's BCC-ing themselves just so the rest of the team knows what happened.  
Learn more](/content/google-workspace-crm/index.html)

"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](/content/resources/kontent-partners-creative-case-study/index.html)

## 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.

[**All your essential apps**  
Copper's powerful integrations seamlessly connect with your favorite tools, unlocking a whole new level of functionality.  
Learn more](/content/integrations/index.html)

### 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](/content/resources/copper-planet-argon/index.html)

[How Kontent Partners brought order to creative chaos](/content/resources/kontent-partners-creative-case-study/index.html)

[Our top five tips to managing a creative agency](/content/resources/managing-creative-agency/index.html)

[How to build long-lasting client-agency relationships](/content/resources/agency-client-relationships/index.html)

[Efficient project management with Pipelines](/content/resources/efficient-project-management-with-pipelines/index.html)

[Agency use case: LifeNow Video](/content/resources/agency-use-case-lifenow-video/index.html)

[Campfire Labs uses Copper to automate and eliminate tedious, manual tasks](/content/resources/campfire-labs-uses-copper-to-automate-and-eliminate-tedious-manual-tasks/index.html)

[Creative agency CRM buyer’s guide](/content/resources/agency-crm-best-practices-ebook/index.html)

## 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](/content/integrations/quickbooks/index.html), [Mailchimp](/content/integrations/mailchimp/index.html), [DocuSign](/content/integrations/docusign/index.html) and [Slack](/content/integrations/slack/index.html).

## Get started for free.

Take Copper for a spin first. Pay and add your team later.

[Try Copper free](/content/signup/index.html) [Get a demo](/content/demos/index.html)