Comment utiliser Copper CRM : le meilleur outil CRM en 2026 ?

Démarrage rapide

Ce guide couvre toutes les fonctionnalités de Copper CRM :

• Commencer — Create your account and connect Google Workspace
• Comment utiliser les tâches automatisées — Set task reminders for follow-ups and contract renewals so nothing slips
• Comment utiliser les modèles d'e-mails — Reuse your best messages with merge fields for fast personal outreach
• How to Use Create Workflows — Build workflow automation that moves records forward without manual clicks
• Comment utiliser l'importation de données — Move contacts and companies from spreadsheets into your first CRM cleanly
• Comment utiliser les pipelines — Drag opportunities through pipeline stages that mirror your real sales process
• Comment utiliser Track Leads — Score, segment, and track leads until they are ready to buy
• Comment utiliser les rapports de vente — Turn raw activity data into insight your sales team can act on
• Comment utiliser Google Workspace CRM — Work from your Gmail inbox with Google Calendar, Docs, and Drive
• Comment utiliser la gestion de projets — Run delivery work inside the same records that hold your customers

Temps nécessaire : 5 minutes par fonctionnalité

Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives

Pourquoi faire confiance à ce guide ?

I have used Copper CRM for two years across two small sales teams.

I tested every feature in this tutorial myself, including the messy parts.

Copper CRM is built for businesses that already run on Google Workspace.

Most users stop at contacts and never touch the automation underneath.

This guide shows you how to use Copper CRM feature by feature.

Step by step, with real screenshots and the shortcuts I actually use.

Tutoriel CRM Copper

This How to Use Copper CRM tutorial walks through the whole process, from your first login to sales reporting.

CRM au cuivre

The only sales CRM recommended by Google. Copper lives inside your Gmail inbox, logs email automatically, and kills manual data entry. Start free — no credit card required.

ESSAYEZ COPPER CRM MAINTENANT →

LIRE L'ARTICLE COMPLET →

ALTERNATIVES AU CRM CUIVRE →

Premiers pas avec Copper CRM

Finish this setup once and every feature below will work.

Cela prend environ trois minutes.

Here is what to expect on your first login:

Passons maintenant en revue chaque étape.

Étape 1 : Créez votre compte

Go to the Copper website and click Start Free Trial.

Sign up with the Google account your team already uses for email.

✓ Point de contrôle: Check your inbox for the confirmation email.

Étape 2 : Installez l’extension Chrome

Copper is a browser tool, so there is nothing to download.

Add the Chrome extension and grant access to Gmail and Google Calendar.

Copper also offers a mobile app for iOS et Android.

Voici à quoi ressemble le tableau de bord :

✓ Point de contrôle: The Copper sidebar appears on the right of Gmail.

Étape 3 : Terminer la configuration initiale

Name your pipeline stages and set your contact types.

Copper’s free Crash Course covers this setup with technical instructions and a workbook.

The course also includes a module on training your team.

Comment utiliser les tâches automatisées de Copper CRM

Tâches automatisées lets you set task reminders for follow-ups and contract renewals so nothing slips.

Automated Tasks handle the small follow-ups that sales reps forget under pressure.

Voici comment l'utiliser étape par étape.

Étape 1 : Ouvrir un enregistrement

Open any person, lead, company, or opportunity in Copper.

Click the Tasks panel on the right side.

Step 2: Create the Task

Write a short action, pick an owner, and set a due date.

Link the task to the deal so context travels with it.

Voici à quoi cela ressemble :

✓ Point de contrôle: The task appears in the record and in your task list.

Step 3: Add a Trigger

Attach the task to a pipeline stage change or a contract renewal date.

Copper then creates it for you every time that event fires.

Comment utiliser les modèles d'e-mails de Copper CRM

Modèles d'e-mails lets you reuse your best messages with merge fields for fast personal outreach.

Email Templates let you send the same proven message to many prospects at once.

Voici comment l'utiliser étape par étape.

Étape 1 : Ouvrir la bibliothèque de modèles

Go to Settings, then Email Templates inside Copper.

Click Create Template to start a new one.

Step 2: Insert Merge Fields

Drop merge fields like first name and company into the body.

Copper fills each field from your contacts when the email sends.

Voici à quoi cela ressemble :

✓ Point de contrôle: Your merge fields preview with real contact names, not placeholders.

Step 3: Send in Bulk

Filter your People list, select the segment, and choose your template.

Track opens and email responses from the activity feed.

How to Create Copper CRM Workflows

Create Workflows lets you build workflow automation that moves records forward without manual clicks.

Workflow automation replaces the repetitive admin that eats your day to day work.

Voici comment l'utiliser étape par étape.

Step 1: Open Workflow Automation

Head to Settings and choose Workflow Automation.

Pick the pipeline or object you want to automate.

Étape 2 : Définir le déclencheur

Choose an event such as a stage change or a new lead.

Keep one trigger per workflow so the logic stays readable.

Voici à quoi cela ressemble :

✓ Point de contrôle: The workflow shows an active status with a recent run count.

Step 3: Choose the Action

Add actions like task creation, field updates, or an email alert.

Turn the workflow on and watch one live record run through it.

How to Import Copper CRM Data

Données d'importation lets you move contacts and companies from spreadsheets into your first CRM cleanly.

Importing data is the first real step when Copper becomes your first CRM.

Voici comment l'utiliser étape par étape.

Step 1: Clean the Spreadsheet

Export your list to Google Sheets or CSV first.

Give every column a plain header like Email or Company.

Step 2: Match the Fields

Open Settings, choose Import, and upload the file.

Map each column to the matching Copper field on screen.

Voici à quoi cela ressemble :

✓ Point de contrôle: Your record count matches the spreadsheet row count.

Étape 3 : Examiner et confirmer

Run the import, then spot-check twenty records for accuracy.

Copper automatically matches People to Companies using the email domain.

Comment utiliser les pipelines CRM en cuivre

Pipelines lets you drag opportunities through pipeline stages that mirror your real sales process.

Pipelines give your sales process a visual, drag-and-drop shape everyone understands.

Voici comment l'utiliser étape par étape.

Step 1: Name Your Stages

Open Settings and edit the default pipeline stages.

Use the stage names your sales team already says out loud.

Step 2: Add an Opportunity

Create an opportunity from a qualified lead or an existing person.

Set the value, close date, and owner.

Voici à quoi cela ressemble :

✓ Point de contrôle: Your stage names appear across the top of the pipeline board.

Step 3: Move the Deal

Drag the card forward as the customer commits.

Each move can fire automation, so the whole process keeps running.

Comment utiliser Copper CRM pour suivre les prospects

Suivre les pistes lets you score, segment, and track leads until they are ready to buy.

Lead management decides which prospects deserve your attention this week.

Voici comment l'utiliser étape par étape.

Step 1: Collect the Leads

Capture leads from your website form, Gmail inbox, or the Chrome extension.

Every lead lands in one queue instead of scattered apps.

Step 2: Score and Segment

Apply lead scoring rules to determine which leads look ready to buy.

Segmentation groups them for drip campaigns that feel personal.

Voici à quoi cela ressemble :

✓ Point de contrôle: Each lead shows a score and a segment tag.

Step 3: Convert When Qualified

Convert the lead into a person and an opportunity.

Copper keeps the full history, including calls and email responses.

How to Use Copper CRM Sales Report

Rapports de vente lets you turn raw activity data into insight your sales team can act on.

Reports show what your sales team actually did, not what it remembers doing.

Voici comment l'utiliser étape par étape.

Step 1: Pick a Report Type

Open the Reports tab and choose pipeline, activity, or forecast.

Start with pipeline health if you are new to CRM software.

Step 2: Filter the Data

Narrow by owner, date range, pipeline, or contact type.

Save the filtered view so you can reopen it each Monday.

Voici à quoi cela ressemble :

✓ Point de contrôle: The chart loads with your filters applied.

Step 3: Share the Insight

Export to Google Sheets or schedule an email to your team.

Regular reviews of sales performance metrics reveal trends tôt.

Comment utiliser Copper CRM avec Google Workspace CRM ?

Google Workspace CRM lets you work from your Gmail inbox with Google Calendar, Docs, and Drive.

Copper CRM is the only sales CRM recommended by Google for a reason.

Voici comment l'utiliser étape par étape.

Étape 1 : Installez l'extension

Add the Copper Chrome extension and grant Google access.

The Copper sidebar now opens beside every message.

Step 2: Add People from Gmail

Open an email and click Add to Copper in the sidebar.

Copper pulls the name, company, and signature details automatically.

Voici à quoi cela ressemble :

✓ Point de contrôle: The Copper sidebar loads inside Gmail without a second login.

Step 3: Integrate the Rest

Integrate Google Calendar, Google Drive, and Google Docs with your records.

Meetings, files, and notes attach themselves to the right person.

How to Manage Copper CRM Projects

Gérer des projets lets you run delivery work inside the same records that hold your customers.

Won deals still need delivery, and Copper keeps that work beside the customer record.

Voici comment l'utiliser étape par étape.

Étape 1 : Créer un projet

Open the Projects tab and create one from a won opportunity.

Name it after the deliverable, not the client.

Step 2: Break Down the Work

Add internal tasks with owners and dates for each milestone.

Copper’s project tools track deliverables inside the customer record.

Voici à quoi cela ressemble :

✓ Point de contrôle: The project appears linked to the company record.

Step 3: Track to Delivery

Move tasks along and log every client communication as you go.

The account manager sees the same history the sales rep saw.

Conseils et astuces pro pour Copper CRM

After two years of daily use, these are the habits that saved me the most time.

Raccourcis clavier

Fonctionnalités cachées que la plupart des gens ignorent

• Weekly User Webinaire: Copper runs a live webinar open to everyone, and you can attend it as many times as you want.
• Forum communautaire : Real users answer setup questions faster than support tickets, especially on workflow automation.
• Bulk email from filters: Filter your People list, then send one template to the entire segment in a single action.

Erreurs courantes à éviter avec le CRM du cuivre

Mistake #1: Importing dirty data

Mistake #2: Building fifteen pipeline stages

Mistake #3: Skipping lead scoring

Dépannage du CRM Copper

Problem: Emails are not logging automatically

Cause: The Chrome extension lost its Google permissions after a password change.

Réparer: Remove the extension, reinstall it, and re-authorise Gmail access. Then send one test email and confirm it appears in the activity feed.

Problem: Duplicate contacts after an import

Cause: Your file used a different email column than the existing records.

Réparer: Open the Merge Duplicates tool under Settings. Match on email address, review the pairs, and merge. Re-import only the missing rows afterwards.

Problem: A workflow stopped firing

Cause: Someone renamed a pipeline stage the workflow was watching.

Réparer: Open Workflow Automation, check the trigger, and re-select the current stage name. Save, then move one test deal to confirm it runs.

📌 Note: If none of these fix your issue, contact Copper CRM support or post in the Community Forum.

Qu'est-ce que Copper CRM ?

CRM au cuivre is customer relationship management software built for Google Workspace users.

Think of it as a sales layer that sits on top of Gmail.

A CRM is an essential part of modern selling.

The end goal is fewer manual processes and more time with customers.

It is the only sales CRM recommended by Google, and that integration is the whole point.

Copper automatically populates records with data from your Google apps, so manual entry mostly disappears.

Regardez ce bref aperçu :

Il comprend les fonctionnalités clés suivantes :

• Tâches automatisées : Task reminders for follow-ups, renewals, and every promise you make on calls
• Modèles d'e-mails : Reusable messages with merge fields for efficient mass outreach
• Create Workflows: Rules that update records and assign work without a person clicking
• Importer des données : A guided path for importing data from spreadsheets into Copper
• Pipelines : Customizable, drag-and-drop pipeline stages that match your sales process
• Pistes principales : Lead management with scoring, segments, and clean conversion
• Rapports de vente : Custom reports that track team activity for real accountability
• Google Workspace CRM : Deep integration with Gmail, Google Calendar, Google Drive, and Google Docs
• Gérer des projets : Project tracking for deliverables inside the customer record

Pour une analyse complète, consultez notre Avis sur Copper CRM.

Tarification du CRM Copper

Here is what Copper CRM costs in 2026:

Essai gratuit : Oui, 14 jours sans carte de crédit requise.

Garantie de remboursement : No formal refund window, so test properly during the trial.

Pricing is per person, so costs climb quickly for a growing sales team.

Annual billing lowers the per-seat rate, which matters when you are investing for a full year.

💰 Meilleur rapport qualité-prix : Professional — workflow automation and custom reporting make a huge impact on daily sales work.

CRM au cuivre vs alternatives

How does Copper compare? Here is the competitive line-up:

Regardez cette comparaison :

Sélection rapide :

• Meilleur résultat global : HubSpot — more features and a free tier for most businesses
• Meilleur budget : Capsule CRM — real pipelines at a low price per person
• Idéal pour les débutants : Copper CRM — it looks and behaves like Gmail
• Best for business development: Salesforce — deepest reporting and forecasting at scale

🎯 Alternatives au cuivre pour la gestion des ressources

Vous recherchez des alternatives à Copper CRM ? Voici les meilleures options :

• 🚀 GoHighLevel : All-in-one agency platform with funnels, drip campaigns, and white-label access.
• 💰 Keap : petite entreprise automation with built-in payments and strong email marketing.
• 🎨 Campagne active : Best-in-class email automation and drip campaigns with a light CRM attached.
• 🌟 HubSpot : Generous free tier and the deepest marketing toolset for growing companies.
• ⚡ ClickFunnels : Landing pages and checkout flows for businesses selling one product or service.
• 👶 Populaire: Lightweight contact management for founders who want a friendly first CRM.
• 🔥 Immédiatement: Cold outreach at scale with inbox réchauffer and reply tracking.
• 🔧 ClickUp : Project work and sales tracking inside one flexible tool.
• 📊 CRM du lundi : Colorful boards that non-technical sales teams pick up quickly.
• ⭐ Capsule CRM : Simple, affordable contact and pipeline tracking for very small teams.
• 💼 Perspicace : CRM plus project delivery, with deeper reporting than Copper.
• 🎯 CRM Freshsales : Built-in phone, chat, and AI lead scoring at a friendly price.
• 🏢 Salesforce : Endless customization for large enterprise sales teams.
• 🔒 Zendesk: Support-first platform for teams focused on customer service.

Pour la liste complète, consultez notre Alternatives au CRM à base de cuivre guide.

⚔️ Comparaison des CRM au cuivre

Here is how Copper stacks up against each competitor:

• Copper CRM contre GoHighLevel : GoHighLevel wins on marketing breadth. Copper wins for teams living inside Gmail.
• Copper CRM vs Keap: Keap adds payments and invoicing. Copper stays simpler and easier to learn.
• Copper CRM vs ActiveCampaign: ActiveCampaign wins on drip campaigns. Copper wins on Google integration and daily usability.
• Copper CRM vs HubSpot: HubSpot has a free plan and more features. Copper feels lighter to adopt.
• Copper CRM contre ClickFunnels: Different jobs. ClickFunnels sells; Copper manages the relationship afterwards.
• Copper CRM vs Folk: Folk is cheaper and simpler. Copper offers real pipelines and workflow automation.
• CRM cuivre vs Instantly: Instantly is built for cold email volume. Copper handles the full relationship.
• Copper CRM contre ClickUp: ClickUp wins on project depth. Copper wins on pipelines and Gmail context.
• Copper CRM contre Monday CRM: Monday is more visual. Copper is more focused on Google-native selling.
• CRM en cuivre vs CRM en capsule: Capsule costs less per person. Copper offers stronger automation and Google integration.
• Copper CRM vs Insightly: Closest match on paper. Insightly reports better; Copper is easier daily.
• Copper CRM contre Freshsales CRM: Freshsales bundles calling and AI scoring. Copper keeps a cleaner Gmail-first workflow.
• Copper CRM vs Salesforce: Salesforce scales further. Copper needs no admin and works from day one.
• Copper CRM contre Zendesk: Zendesk is a support tool. Copper is a sales CRM with projects.

Commencez à utiliser Copper CRM dès maintenant

Vous avez appris à utiliser toutes les principales fonctionnalités de Copper CRM :

• ✅ Tâches automatisées
• ✅ Modèles d'e-mails
• ✅ Create Workflows
• ✅ Importer des données
• ✅ Pipelines
• ✅ Suivre les pistes
• ✅ Rapports de vente
• ✅ CRM Google Workspace
• ✅ Gérer des projets

Étape suivante : Pick one feature and try it today.

La plupart des gens commencent par les tâches automatisées.

It takes less than five minutes and pays for itself the first week.

Foire aux questions

Comment fonctionne Copper CRM ?

Copper CRM sits inside your Gmail inbox and Google Workspace apps. It logs emails, calls, and meetings automatically, then organizes them into leads, people, companies, and opportunities you can track.

Comment utiliser un CRM étape par étape ?

Import your contacts, set your pipeline stages, then log every deal as an opportunity. Add tasks for follow-ups, build one workflow, and review your reports weekly.

À quoi sert Copper CRM ?

Copper CRM is used for lead management, pipeline tracking, and project delivery. Sales teams use it to manage contacts, automate follow-ups, and forecast revenue without manual data entry.

Quel est l'ancien nom de Copper CRM ?

Copper was originally called ProsperWorks. The company rebranded to Copper in 2018 while keeping its focus on being the sales CRM recommended by Google.

Copper CRM possède-t-il une application ?

Yes. Copper offers a mobile app for iOS and Androïde, plus a Chrome extension for Gmail. The mobile app covers contacts, tasks, pipelines, and activity logging.