eBooks & guides | Copper CRM
The “Booked Solid” growth playbook
A playbook for production teams who want momentum, not just surviving the scramble.
From sale to success: The sales-to-delivery handoff playbook
Learn how to align teams, automate workflows, and keep client trust intact at every stage.
From hustle to flywheel: The dev agency growth playbook
A step-by-step guide to moving from founder-dependent hustle to a system that scales
Lead nurturing playbook
Turning connections into clients for agencies
Make the switch: Salesforce to Copper
How to prepare for onboarding Copper CRM and set your entire team up for success.
The ultimate guide to building buyer personas + your free worksheet
Target smarter by uncovering your company’s ideal customer personas with this simple guide and worksheet.
Creative agency CRM buyer’s guide
Get this free ebook to learn how to set your agency's CRM (the right way).
2022 Revenue marketing report
We teamed up with Outfunnel for the second year in a row to bring you our 2022 Revenue marketing report.
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
2021 State of CRM reporting
Let's take a look at how and why so many SMB professionals across industries use multiple
The Ultimate Guide to Creating a Lead Management Process
From Meeting a Lead to Closing the Deal
The sales strategy guide
Breaking down game plans from the best sales teams in the world.
The SaaSy Guide to Cold Email
How to use cold email for rapid SaaS growth.
How to Seal the Deal: The Pro Guide to Closing Sales
A step-by-step playbook on how to finalize sales after you make your pitch.
Strategies for reducing churn
Learn about how to reduce churn, keep customers and clients with you longer, and build valuable long-term relationships.
The Sales Pipeline Management Handbook
Learn about the most powerful tool that sales leaders are using to take a scientific approach to growing their businesses—and how you can use it too.
The sales recruiting handbook
Everything you need to know about hiring and recruiting, from where to find candidates to setting compensation and more.
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Copper CRM Playbook
Get answers to your burning questions, from what is CRM, to why do you need it, and how can your teams use CRM?
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The latest from the Copper blog.
News, stories and latest thinking on sales, marketing and more.
Client onboarding for agencies: Automate the busywork with a CRM
Client onboarding for agencies shouldn’t mean chasing forms, files, and follow-ups. See what you can automate (and let your CRM handle the busywork).
5 lessons I learned scaling an insurance business
Learn how InsurTech Hub scaled to support 2,000+ insurance agents with smarter CRM processes, automation, and better follow-up strategies.
The 7 best customizable CRM platforms for growing teams
Explore the top CRM options for scaling businesses, plus the features that improve adoption, automate workflows, and support your sales process.