eBooks & guides
FREE EBOOK
The State of Customer Management in the Relationship Era
We surveyed 1,059 pros to discover how they build lasting customer relationships.
FREE EBOOK
The Future of Relationship Management
Get this ebook to learn how to build long-term relationships with the help of CRM.
FREE EBOOK
The CRM Best Practices Ebook for VCs
Download this free ebook to learn how to manage VC relationships with your CRM.
FREE EBOOK
The Guide to Maximizing CRM ROI
Download this free ebook to learn how to get more out of your CRM software.
FREE EBOOK
CRM Best Practices for Tech Ebook
Grab this free ebook to learn how to use CRM to grow your tech company and increase sales.
FREE PIPELINE REPORT TEMPLATE
Sales Pipeline Report Template
Grab this free template to create easy-to-read pipeline reports for you and your team.
FREE EBOOK
Win/Loss Analysis Checklist
Get this free checklist to improve customer retention and lead conversion.
Get the latest from our blog every month
FREE EBOOK
Ideal Customer Profile Worksheet
Use this free worksheet to create your ideal customer profile.
FREE EBOOK
CRM Best Practices for Corp Dev eBook
If you work in corp dev, download this free ebook to learn how to get the most from your CRM.
EBOOK
The Sales Pipeline Management Handbook
Download this free handbook to learn how to manage your sales pipeline like the pros!
FREE EBOOK
The Customer Data Management Handbook
Grab this free ebook to learn how to effectively manage all your customer data!
EBOOK
The sales recruiting handbook
We partnered with CloserIQ to create a guide that'll make sales hiring a breeze.
The latest from the Copper blog
News, stories and latest thinking on sales, marketing and more.
8 min READ
Why scaling relationships will always beat scaling operations
Operations drive efficiency, but customer relationships build loyalty. Learn why trust and human connection outperform flawless workflows.
8 min READ
Select the best CRM for financial services to expand client relationships
Finding a CRM for financial services just got easier. Learn key features, compliance tips, and more to help you build and maintain client relationships.
10 min READ
Choosing the best CRM for Gmail to grow your business
Discover how to choose the best CRM for Gmail. Compare features, integrations, and tips to boost productivity with the right CRM.