Case Study: Guided achieves streamlined custom packaging operations and simplified customer communication with Copper

Guided Streamlines Custom Packaging Operations with Copper

Guided is a fast-growing specialty packaging company that brought Fortune-500–level, short-run packaging to a digital-first audience of makers, small businesses and major brands. Rapid demand from a wide range of customers created too many conversations, complex distribution channels and production “jobs” to manage with their existing tools, so they needed a CRM that could keep up with their service-driven, design-focused operations.

Guided chose Copper to centralize conversations, treat production work as Opportunities with workflows, and integrate Shopify and Intercom via Zapier so purchases and chats automatically populate the CRM. The simple, mobile-friendly system streamlined customer communication, service and sales processes, reduced friction, and helped the company scale its presence in the $330M custom packaging market.

Guided

David Stober

Chief Executive Officer