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Come utilizzare le attività automatizzate

• Iniziare — Create your account and connect Google Workspace
• — Risparmia tempo sulle azioni ripetitive — Set task reminders for follow-ups and contract renewals so nothing slips
• Come utilizzare i modelli di email — 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
• — Porta rapidamente i contatti in rame — Move contacts and companies from spreadsheets into your first CRM cleanly
• Come utilizzare Track Leads — Drag opportunities through pipeline stages that mirror your real sales process
• — Acquisire e qualificare nuovi lead — Score, segment, and track leads until they are ready to buy
• — Ottieni informazioni dettagliate sulle prestazioni del team — Turn raw activity data into insight your sales team can act on
• — Gestisci i contatti all'interno di Gmail — Work from your Gmail inbox with Google Calendar, Docs, and Drive
• — Monitorare i risultati e le attività — Run delivery work inside the same records that hold your customers

Tempo necessario: 5 minuti per ogni servizio

In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative

Perché fidarsi di questa guida

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 automazione 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.

Questo tutorial completo su Copper CRM ti guiderà passo passo attraverso ogni funzionalità, dalla configurazione iniziale ai suggerimenti avanzati che ti trasformeranno in un utente esperto.

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

CRM in rame

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.

PROVA COPPER CRM ORA →

LEGGI LA RECENSIONE COMPLETA →

ALTERNATIVE AL CRM IN RAME →

Guida introduttiva a Copper CRM

Finish this setup once and every feature below will work.

Ci vogliono circa tre minuti.

Here is what to expect on your first login:

Ora analizziamo nel dettaglio ogni passaggio.

Passaggio 1: crea il tuo account

Go to the Copper website and click Start Free Trial.

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

✓ Punto di controllo: Check your inbox for the confirmation email.

Passaggio 2: Installa l'estensione di 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 e Android.

Dovresti visualizzare la dashboard principale con le opzioni di streaming.

✓ Punto di controllo: The Copper sidebar appears on the right of Gmail.

Passaggio 3: Completare la configurazione iniziale

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.

Imposta promemoria e assegna automaticamente i follow-up al tuo team

Consente di impostare promemoria e assegnare automaticamente i follow-up al team. 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.

Ecco come usarlo, passo dopo passo.

Passaggio 1: Aprire un record

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.

Ecco come si presenta:

✓ Punto di controllo: 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.

Invia email personalizzate su larga scala utilizzando i campi di unione

Modelli di posta elettronica 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.

Ecco come usarlo, passo dopo passo.

Passaggio 1: Apri la Libreria dei modelli

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.

Ecco come si presenta:

✓ Punto di controllo: 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.

Ecco come usarlo, passo dopo passo.

Step 1: Open Workflow Automation

Head to Settings and choose Workflow Automation.

Pick the pipeline or object you want to automate.

Passaggio 2: Impostare il trigger

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

Keep one trigger per workflow so the logic stays readable.

Ecco come si presenta:

✓ Punto di controllo: 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

Dati di importazione 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.

Ecco come usarlo, passo dopo passo.

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.

Ecco come si presenta:

✓ Punto di controllo: Your record count matches the spreadsheet row count.

Passaggio 3: Rivedi e conferma

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

Copper automatically matches People to Companies using the email domain.

Monitora le trattative in ogni fase del processo di vendita.

ti permette di monitorare le trattative in ogni fase del processo di vendita. 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.

Ecco come usarlo, passo dopo passo.

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.

Ecco come si presenta:

✓ Punto di controllo: 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.

Acquisire, qualificare e convertire i lead in clienti paganti

ti permette di acquisire, qualificare e convertire i lead in clienti paganti. lets you score, segment, and track leads until they are ready to buy.

Lead management decides which prospects deserve your attention this week.

Ecco come usarlo, passo dopo passo.

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.

Ecco come si presenta:

✓ Punto di controllo: 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

Report sulle vendite 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.

Ecco come usarlo, passo dopo passo.

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.

Ecco come si presenta:

✓ Punto di controllo: 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 Presto.

Gestisci contatti e trattative direttamente all'interno di Gmail.

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.

Ecco come usarlo, passo dopo passo.

Passaggio 1: Installa l'estensione

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.

Ecco come si presenta:

✓ Punto di controllo: 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

Consente di tenere traccia dei risultati e delle attività interne insieme ai dati dei clienti. 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.

Ecco come usarlo, passo dopo passo.

Passaggio 1: Creare un progetto

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.

Ecco come si presenta:

✓ Punto di controllo: 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.

Dopo aver testato Copper CRM per oltre 12 mesi, ecco i miei migliori consigli.

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

Scorciatoie da tastiera

Funzionalità nascoste che la maggior parte delle persone non nota

• Weekly User Seminario Web: Copper runs a live webinar open to everyone, and you can attend it as many times as you want.
• Forum della comunità: 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.

Errore n. 1: Importazione di dati non corretti

Mistake #1: Importing dirty data

Mistake #2: Building fifteen pipeline stages

Mistake #3: Skipping lead scoring

Le autorizzazioni del tuo account Google Workspace potrebbero essere state revocate o essere scadute.

Problem: Emails are not logging automatically

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

Aggiustare: 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

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

Aggiustare: 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

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

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

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

Che cos'è Copper CRM?

CRM in rame 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.

Guarda questa breve panoramica:

Include le seguenti caratteristiche principali:

• Attività automatizzate: Task reminders for follow-ups, renewals, and every promise you make on calls
• Modelli di email: Reusable messages with merge fields for efficient mass outreach
• Create Workflows: Rules that update records and assign work without a person clicking
• Importa dati: A guided path for importing data from spreadsheets into Copper
• Condotte: Customizable, drag-and-drop pipeline stages that match your sales process
• Acquisire, qualificare e convertire i lead in clienti paganti. Lead management with scoring, segments, and clean conversion
• Crea report personalizzati trascinando e rilasciando grafici e tabelle. Custom reports that track team activity for real accountability
• Gestisci contatti e trattative direttamente dalla tua casella di posta Gmail. Deep integration with Gmail, Google Calendar, Google Drive, and Google Docs
• Monitora i risultati e le attività interne insieme ai dati dei clienti. Project tracking for deliverables inside the customer record

Per una recensione completa, consulta la nostra Ecco quanto costerà Copper CRM nel 2026:.

Prezzi del CRM in rame

Here is what Copper CRM costs in 2026:

Prova gratuita: No, ma puoi annullare l'abbonamento in qualsiasi momento prima del prossimo ciclo di fatturazione.

Garanzia di rimborso: 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.

💰 Miglior rapporto qualità-prezzo: Professional — workflow automation and custom reporting make a huge impatto on daily sales work.

Rame CRM vs alternative

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

Guarda questo confronto:

Scelte rapide:

• Il migliore in assoluto: HubSpot — more features and a free tier for most businesses
• Miglior budget: Capsule CRM — real pipelines at a low price per person
• Ideale per principianti: Copper CRM — it looks and behaves like Gmail
• Best for business development: Salesforce — deepest reporting and forecasting at scale

🎯 Alternative a Copper CRM

Cerchi alternative a Copper CRM? Ecco le migliori opzioni:

• 🚀 GoHighLevel: All-in-one agency platform with funnels, drip campaigns, and white-label access.
• 💰 Mantenere: Piccola impresa automation with built-in payments and strong email marketing.
• 🎨 Campagna attiva: 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.
• 👶 Gente: Lightweight contact management for founders who want a friendly first CRM.
• 🔥 Immediatamente: Cold outreach at scale with inbox riscaldamento and reply tracking.
• 🔧 ClickUp: Project work and sales tracking inside one flexible tool.
• 📊 CRM del lunedì: Colorful boards that non-technical sales teams pick up quickly.
• ⭐ CRM in capsule: Simple, affordable contact and pipeline tracking for very small teams.
• 💼 Approfondito: 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.

Per l'elenco completo, consultare il nostro Alternative al CRM in rame guida.

⚔️ Confronto tra Copper CRM

Here is how Copper stacks up against each competitor:

• Copper CRM contro 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 contro ClickFunnels: Different jobs. ClickFunnels sells; Copper manages the relationship afterwards.
• CRM in rame contro Folk: Folk is cheaper and simpler. Copper offers real pipelines and workflow automation.
• CRM in rame vs Instantly: Instantly is built for cold email volume. Copper handles the full relationship.
• Copper CRM contro ClickUp: ClickUp wins on project depth. Copper wins on pipelines and Gmail context.
• CRM in rame contro CRM del lunedì: Monday is more visual. Copper is more focused on Google-native selling.
• CRM in rame vs CRM in 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.
• CRM in rame contro CRM Freshsales: Freshsales bundles calling and AI scoring. Copper keeps a cleaner Gmail-first workflow.
• CRM in rame contro Salesforce: Salesforce scales further. Copper needs no admin and works from day one.
• Copper CRM contro Zendesk: Zendesk is a support tool. Copper is a sales CRM with projects.

Hai imparato a utilizzare tutte le principali funzionalità di Copper CRM:

✅ Attività automatizzate

• ✅ Flussi di lavoro
• ✅ Registrazione e trascrizione delle riunioni
• ✅ Create Workflows
• ✅ Pipeline
• ✅ Traccia i contatti
• ✅ Reportistica sulle vendite
• ✅ CRM Google Workspace
• ✅ Gestisci progetti
• La maggior parte delle persone inizia con le attività automatizzate.

Passo successivo: Pick one feature and try it today.

Sì, Copper CRM ha app mobili sia per iOS che per iOS.

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

Domande frequenti

Come funziona 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.

Come utilizzare un CRM passo dopo passo?

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.

A cosa serve 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.

Qual era il vecchio nome di 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 ha un'app?

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