Copper CRMの使い方：2026年最高のCRMツールとは？

クイックスタート

このガイドでは、Copper CRMのすべての機能について説明します。

• はじめる — Create your account and connect Google Workspace
• 自動化タスクの使い方 — Set task reminders for follow-ups and contract renewals so nothing slips
• メールテンプレートの使い方 — 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
• インポートデータの使用方法 — Move contacts and companies from spreadsheets into your first CRM cleanly
• パイプラインの使い方 — Drag opportunities through pipeline stages that mirror your real sales process
• トラックリードの使い方 — Score, segment, and track leads until they are ready to buy
• 売上レポートの使い方 — Turn raw activity data into insight your sales team can act on
• Google Workspace CRM の使い方 — Work from your Gmail inbox with Google Calendar, Docs, and Drive
• プロジェクト管理の使い方 — Run delivery work inside the same records that hold your customers

所要時間： 各作品につき5分

このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案

このガイドを信頼する理由

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 オートメーション 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.

Copper CRM チュートリアル

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

銅CRM

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.

今すぐCOPPER CRMをお試しください →

レビュー全文を読む →

COPPER CRMの代替案 →

Copper CRM の利用開始

Finish this setup once and every feature below will work.

約3分かかります。

Here is what to expect on your first login:

それでは、各ステップを順を追って見ていきましょう。

ステップ1：アカウントを作成する

Go to the Copper website and click Start Free Trial.

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

✓ チェックポイント: Check your inbox for the confirmation email.

ステップ2：Chrome拡張機能をインストールする

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 そしてAndroid。

ダッシュボードの画面は以下のようになります。

✓ チェックポイント: The Copper sidebar appears on the right of Gmail.

ステップ3：初期設定を完了する

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.

Copper CRMの自動化タスクの使い方

自動化されたタスク 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.

以下に、その使用方法をステップごとに説明します。

ステップ1：レコードを開く

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.

これは以下のようなものです。

✓ チェックポイント: 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.

Copper CRMのメールテンプレートの使い方

メールテンプレート 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.

以下に、その使用方法をステップごとに説明します。

ステップ1：テンプレートライブラリを開く

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.

これは以下のようなものです。

✓ チェックポイント: 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.

以下に、その使用方法をステップごとに説明します。

Step 1: Open Workflow Automation

Head to Settings and choose Workflow Automation.

Pick the pipeline or object you want to automate.

ステップ2：トリガーを設定する

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

Keep one trigger per workflow so the logic stays readable.

これは以下のようなものです。

✓ チェックポイント: 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

インポートデータ 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.

以下に、その使用方法をステップごとに説明します。

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.

これは以下のようなものです。

✓ チェックポイント: Your record count matches the spreadsheet row count.

ステップ3：確認と検証

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

Copper automatically matches People to Companies using the email domain.

Copper CRMパイプラインの使い方

パイプライン 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.

以下に、その使用方法をステップごとに説明します。

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.

これは以下のようなものです。

✓ チェックポイント: 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.

Copper CRM のリード追跡機能の使い方

トラックリード lets you score, segment, and track leads until they are ready to buy.

Lead management decides which prospects deserve your attention this week.

以下に、その使用方法をステップごとに説明します。

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.

これは以下のようなものです。

✓ チェックポイント: 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

売上レポート 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.

以下に、その使用方法をステップごとに説明します。

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.

これは以下のようなものです。

✓ チェックポイント: 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 早い.

Copper CRM の使い方 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.

以下に、その使用方法をステップごとに説明します。

ステップ1：拡張機能をインストールする

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.

これは以下のようなものです。

✓ チェックポイント: 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

プロジェクトを管理する 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.

以下に、その使用方法をステップごとに説明します。

ステップ1：プロジェクトを作成する

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.

これは以下のようなものです。

✓ チェックポイント: 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.

Copper CRMのプロ向けヒントとショートカット

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

キーボードショートカット

ほとんどの人が見逃す隠れた機能

• Weekly User ウェビナー: Copper runs a live webinar open to everyone, and you can attend it as many times as you want.
• コミュニティフォーラム： 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.

銅CRMに関するよくある間違いを避ける

Mistake #1: Importing dirty data

Mistake #2: Building fifteen pipeline stages

Mistake #3: Skipping lead scoring

Copper CRMのトラブルシューティング

Problem: Emails are not logging automatically

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

修理： 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

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

修理： 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

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

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

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

Copper CRM とは何ですか?

銅CRM 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.

こちらの簡単な概要をご覧ください。

主な機能は以下のとおりです。

• 自動化されたタスク: Task reminders for follow-ups, renewals, and every promise you make on calls
• メールテンプレート： Reusable messages with merge fields for efficient mass outreach
• Create Workflows: Rules that update records and assign work without a person clicking
• データのインポート: A guided path for importing data from spreadsheets into Copper
• パイプライン: Customizable, drag-and-drop pipeline stages that match your sales process
• トラックリード: Lead management with scoring, segments, and clean conversion
• 売上報告： Custom reports that track team activity for real accountability
• Google Workspace CRM: Deep integration with Gmail, Google Calendar, Google Drive, and Google Docs
• プロジェクトを管理する： Project tracking for deliverables inside the customer record

詳細なレビューについては、こちらをご覧ください。 Copper CRMのレビュー.

銅CRMの価格

Here is what Copper CRM costs in 2026:

無料トライアル: はい、クレジットカード不要で14日間ご利用いただけます。

返金保証: 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.

💰 最もお得な価格: Professional — workflow automation and custom reporting make a huge インパクト on daily sales work.

銅CRMと代替品の比較

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

この比較をご覧ください。

おすすめ商品：

• 総合ベスト： HubSpot — more features and a free tier for most businesses
• ベスト予算： Capsule CRM — real pipelines at a low price per person
• 初心者におすすめ： Copper CRM — it looks and behaves like Gmail
• Best for business development: Salesforce — deepest reporting and forecasting at scale

🎯 Copper CRMの代替案

Copper CRMの代替製品をお探しですか？おすすめの選択肢をご紹介します。

• 🚀 ゴーハイレベル: All-in-one agency platform with funnels, drip campaigns, and white-label access.
• 💰 キープ： 中小企業 automation with built-in payments and strong email marketing.
• 🎨 アクティブキャンペーン: Best-in-class email automation and drip campaigns with a light CRM attached.
• 🌟 ハブスポット： Generous free tier and the deepest marketing toolset for growing companies.
• ⚡ クリックファネル: Landing pages and checkout flows for businesses selling one product or service.
• 👶 フォーク： Lightweight contact management for founders who want a friendly first CRM.
• 🔥 即座に: Cold outreach at scale with inbox 準備し始める and reply tracking.
• 🔧 クリックアップ: Project work and sales tracking inside one flexible tool.
• 📊 月曜日のCRM: Colorful boards that non-technical sales teams pick up quickly.
• ⭐ カプセルCRM: Simple, affordable contact and pipeline tracking for very small teams.
• 💼 洞察力： CRM plus project delivery, with deeper reporting than Copper.
• 🎯 フレッシュセールス CRM: Built-in phone, chat, and AI lead scoring at a friendly price.
• 🏢 セールスフォース: Endless customization for large enterprise sales teams.
• 🔒 ゼンデスク: Support-first platform for teams focused on customer service.

全リストについては、こちらをご覧ください。 銅CRMの代替品 ガイド。

⚔️ 銅CRMの比較

Here is how Copper stacks up against each competitor:

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

今すぐCopper CRMを使い始めましょう

あなたはCopper CRMの主要な機能をすべて使いこなせるようになりました。

• ✅ 自動化されたタスク
• ✅ メールテンプレート
• ✅ Create Workflows
• ✅ データのインポート
• ✅ パイプライン
• ✅ リードを追跡する
• ✅ 売上報告
• ✅ Google Workspace CRM
• ✅ プロジェクト管理

次のステップ： Pick one feature and try it today.

ほとんどの人は自動化タスクから始めます。

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

よくある質問

Copper CRMはどのように機能するのですか？

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.

CRMの使い方をステップバイステップで解説します。

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.

Copper CRMは何に使用されますか？

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.

Copper CRMの旧名称は何ですか？

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にはアプリがありますか？

Yes. Copper offers a mobile app for iOS and アンドロイド, plus a Chrome extension for Gmail. The mobile app covers contacts, tasks, pipelines, and activity logging.