eBooks & guides
GUIDE
Your CRM playbook.
What is CRM and why do you need it?
eBook
The ultimate guide to building buyer personas
Target smarter by uncovering your company’s ideal customer personas with this simple guide and worksheet.
eBook
Creative agency CRM buyer’s guide
Get this free ebook to learn how to set your agency's CRM (the right way).
eBook
2022 Revenue marketing report
We teamed up with Outfunnel for the second year in a row to bring you our 2022 Revenue marketing report.
eBook
Your ultimate guide to Google Workspace
This in-depth guide is filled with Google Workspace best practices to boost productivity and distributed collaboration in 2022. Skyrocket your efficiency and nurture key relationships effortlessly with customers, colleagues and prospects using your go-to Google apps
eBook
2021 State of CRM reporting
Let's take a look at how and why so many SMB professionals across industries use multiple
eBook
Survey: Customer-relationship building in 2021 | Copper CRM
We recently surveyed more than 500 sales and marketing professionals about their company’s approach to marketing, sales and customer engagement throughout 2020. Learn about their thoughts about the future.
Get the latest from our blog every month
GUIDE
4 Steps to growing customer relationships
Uncover the secrets to building unwavering customer relationships with our eBook and 8 easy tips.
GUIDE
How to Create an Enduring Business
In order to be truly agile, modern businesses must ditch playbooks for principles. Learn about the key principles to create an enduring business in this eBook.
EBOOK
The Ultimate Guide to Creating a Lead Management Process
Learn how to create a lead management process (or fix it) in order to turn more leads into long-term customers.
EBOOK
The sales strategy guide
Learn about 10 sales strategies from world-class sales teams around the world, broken down into easy-to-execute tactics in this free ebook.
EBOOK
The SaaSy Guide to Cold Email
In this ebook from Copper and Mailshake, learn how to use cold email for rapid SaaS growth.
EBOOK
Consultative Selling: A Step-by-Step Guide
Download this free guide to learn how to master consultative selling.
EBOOK
How to Seal the Deal: The Pro Guide to Closing Sales
Download this free ebook from Copper and PandaDoc to learn how to close deals every time!
EBOOK
Strategies for reducing churn
Ready to lower churn and build more valuable relationships with customers? Grab this free guide.
GUIDE
Sales battlecard template
Get your team consistently aligned in a competitive sales mindset with this free worksheet!
GUIDE
Revenue marketing report 2021
Revenue marketing report 2021: A survey on marketing and sales alignment conducted by Outfunnel and Copper
GUIDE
Revenue marketing report 2021 copy
Revenue marketing report 2021: A survey on marketing and sales alignment conducted by Outfunnel and Copper
GUIDE
The Impact of CRM in the Relationship Era
Get this ebook to learn the 4 perks of CRM that few teams know about.
The latest from the Copper blog
News, stories and latest thinking on sales, marketing and more.
2 min READ
Import2 simplifies migrating your data into Copper
With Import2 X Copper, you can move all historical data from your existing CRM system to your Copper account. Here's how.
2 min READ
Copper earns Recommended for Google Workspace for 2023
Copper CRM has made the 2023 Recommended for Google Workspace apps list yet again. Learn all about this recognition.
6 min READ
A chat with Copper’s new CEO, Carrie Shaw
We sat down with new CEO Carrie Shaw to talk all things CRM, get her outlook on tech, and dig into her unique career journey up to today.