Copper CRM 사용법: 2026년 최고의 CRM 도구는 무엇일까요?

빠른 시작

이 가이드에서는 Copper CRM의 모든 기능을 다룹니다.

• 시작하기 — Create your account and connect Google Workspace
• 자동화된 작업을 사용하는 방법 — Set task reminders for follow-ups and contract renewals so nothing slips
• 이메일 템플릿 사용 방법 — 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
• 데이터 가져오기 사용 방법 — Move contacts and companies from spreadsheets into your first CRM cleanly
• 파이프라인 사용 방법 — Drag opportunities through pipeline stages that mirror your real sales process
• Track Leads 사용 방법 — Score, segment, and track leads until they are ready to buy
• 매출 보고서 사용 방법 — Turn raw activity data into insight your sales team can act on
• Google Workspace CRM 사용 방법 — Work from your Gmail inbox with Google Calendar, Docs, and Drive
• 프로젝트 관리 사용 방법 — Run delivery work inside the same records that hold your customers

소요 시간: 각 작품당 5분

이 가이드에는 다음 내용도 포함되어 있습니다. 프로 팁 | 흔히 저지르는 실수 | 문제 해결 | 가격 | 대안

이 가이드를 신뢰해야 하는 이유

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 오토메이션 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 튜토리얼

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

구리 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.

지금 바로 Copper CRM을 사용해 보세요 →

전체 리뷰 읽기 →

COPPER CRM 대안 →

Copper CRM 시작하기

Finish this setup once and every feature below will work.

약 3분 정도 걸립니다.

Here is what to expect on your first login:

이제 각 단계를 하나씩 살펴보겠습니다.

1단계: 계정 생성

Go to the Copper website and click Start Free Trial.

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

✓ 검문소: Check your inbox for the confirmation email.

2단계: 크롬 확장 프로그램을 설치합니다.

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 그리고 안드로이드.

대시보드는 다음과 같습니다.

✓ 검문소: The Copper sidebar appears on the right of Gmail.

3단계: 초기 설정 완료

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 자동화 작업 사용 방법

자동화된 작업 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.

다음은 단계별 사용 방법입니다.

1단계: 레코드 열기

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.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: 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 이메일 템플릿 사용 방법

이메일 템플릿 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.

다음은 단계별 사용 방법입니다.

1단계: 템플릿 라이브러리를 엽니다.

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.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: 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.

다음은 단계별 사용 방법입니다.

Step 1: Open Workflow Automation

Head to Settings and choose Workflow Automation.

Pick the pipeline or object you want to automate.

2단계: 트리거 설정

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

Keep one trigger per workflow so the logic stays readable.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: 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

데이터 가져오기 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.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: Your record count matches the spreadsheet row count.

3단계: 검토 및 확인

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

Copper automatically matches People to Companies using the email domain.

Copper CRM 파이프라인 사용 방법

파이프라인 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.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: 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 CRM을 사용하여 리드를 추적하는 방법

추적 리드 lets you score, segment, and track leads until they are ready to buy.

Lead management decides which prospects deserve your attention this week.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: 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

매출 보고 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.

다음은 단계별 사용 방법입니다.

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.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: 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 일찍.

Copper CRM Google Workspace CRM 사용 방법

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.

다음은 단계별 사용 방법입니다.

1단계: 확장 프로그램 설치

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.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: 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

프로젝트 관리 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.

다음은 단계별 사용 방법입니다.

1단계: 프로젝트 생성

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.

이것이 어떤 모습인지 보여드리겠습니다.

✓ 검문소: 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 전문가 팁 및 바로가기

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

키보드 단축키

대부분의 사람들이 놓치는 숨겨진 기능들

• Weekly User 웹 세미나: Copper runs a live webinar open to everyone, and you can attend it as many times as you want.
• 커뮤니티 포럼: 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.

Copper CRM에서 흔히 저지르는 실수들을 피하는 방법

Mistake #1: Importing dirty data

Mistake #2: Building fifteen pipeline stages

Mistake #3: Skipping lead scoring

Copper CRM 문제 해결

Problem: Emails are not logging automatically

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

고치다: 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

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

고치다: 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

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

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

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

Copper CRM이란 무엇인가요?

구리 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.

이 간단한 개요를 시청하세요:

이 제품에는 다음과 같은 주요 기능이 포함되어 있습니다.

• 자동화된 작업: Task reminders for follow-ups, renewals, and every promise you make on calls
• 이메일 템플릿: Reusable messages with merge fields for efficient mass outreach
• Create Workflows: Rules that update records and assign work without a person clicking
• 데이터 가져오기: A guided path for importing data from spreadsheets into Copper
• 파이프라인: Customizable, drag-and-drop pipeline stages that match your sales process
• 추적 리드: Lead management with scoring, segments, and clean conversion
• 매출 보고: Custom reports that track team activity for real accountability
• Google Workspace CRM: Deep integration with Gmail, Google Calendar, Google Drive, and Google Docs
• 프로젝트 관리: Project tracking for deliverables inside the customer record

자세한 내용은 저희 웹사이트를 참조하세요. Copper CRM 리뷰.

Copper CRM 가격 책정

Here is what Copper CRM costs in 2026:

무료 체험: 네, 신용카드 없이 14일 동안 이용 가능합니다.

환불 보장: 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.

💰 최고의 가성비: Professional — workflow automation and custom reporting make a huge 영향 on daily sales work.

구리 CRM과 대안 비교

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

이 비교 영상을 보세요:

빠른 추천:

• 종합 최고상: HubSpot — more features and a free tier for most businesses
• 최고의 가성비: Capsule CRM — real pipelines at a low price per person
• 초보자에게 가장 적합: Copper CRM — it looks and behaves like Gmail
• Best for business development: Salesforce — deepest reporting and forecasting at scale

🎯 Copper CRM 대안

Copper CRM 대안을 찾고 계신가요? 최고의 옵션들을 소개합니다:

• 🚀 고하이레벨: All-in-one agency platform with funnels, drip campaigns, and white-label access.
• 💰 킵: 소규모 사업체 automation with built-in payments and strong email marketing.
• 🎨 액티브캠페인: Best-in-class email automation and drip campaigns with a light CRM attached.
• 🌟 허브스팟: Generous free tier and the deepest marketing toolset for growing companies.
• ⚡ 클릭퍼널즈: Landing pages and checkout flows for businesses selling one product or service.
• 👶 사람들: Lightweight contact management for founders who want a friendly first CRM.
• 🔥 곧: Cold outreach at scale with inbox 워밍업 and reply tracking.
• 🔧 클릭업: Project work and sales tracking inside one flexible tool.
• 📊 월요일 CRM: Colorful boards that non-technical sales teams pick up quickly.
• ⭐ 캡슐 CRM: Simple, affordable contact and pipeline tracking for very small teams.
• 💼 통찰력 있게: CRM plus project delivery, with deeper reporting than Copper.
• 🎯 프레쉬세일즈 CRM: Built-in phone, chat, and AI lead scoring at a friendly price.
• 🏢 세일즈포스: Endless customization for large enterprise sales teams.
• 🔒 젠데스크: Support-first platform for teams focused on customer service.

전체 목록은 다음을 참조하세요. Copper CRM 대안 가이드.

⚔️ Copper CRM 비교

Here is how Copper stacks up against each competitor:

• Copper CRM과 GoHighLevel 비교: 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 CRM과 ActiveCampaign 비교: ActiveCampaign wins on drip campaigns. Copper wins on Google integration and daily usability.
• Copper CRM과 HubSpot 비교: 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 CRM과 Instantly 비교: Instantly is built for cold email volume. Copper handles the full relationship.
• Copper CRM과 ClickUp 비교: ClickUp wins on project depth. Copper wins on pipelines and Gmail context.
• Copper CRM과 Monday CRM 비교: Monday is more visual. Copper is more focused on Google-native selling.
• Copper CRM과 Capsule CRM 비교: Capsule costs less per person. Copper offers stronger automation and Google integration.
• Copper CRM과 Insightly 비교: Closest match on paper. Insightly reports better; Copper is easier daily.
• Copper CRM과 Freshales CRM 비교: Freshsales bundles calling and AI scoring. Copper keeps a cleaner Gmail-first workflow.
• Copper CRM과 Salesforce 비교: Salesforce scales further. Copper needs no admin and works from day one.
• Copper CRM과 Zendesk 비교: Zendesk is a support tool. Copper is a sales CRM with projects.

지금 바로 Copper CRM을 사용해 보세요.

Copper CRM의 주요 기능을 모두 사용하는 방법을 배웠습니다.

• ✅ 자동화된 작업
• ✅ 이메일 템플릿
• ✅ Create Workflows
• ✅ 데이터 가져오기
• ✅ 파이프라인
• ✅ 잠재고객 추적
• ✅ 매출 보고
• ✅ Google Workspace CRM
• ✅ 프로젝트 관리

다음 단계: Pick one feature and try it today.

대부분의 사람들은 자동화된 작업부터 시작합니다.

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

자주 묻는 질문

Copper CRM은 어떻게 작동하나요?

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.

CRM을 단계별로 사용하는 방법은 무엇인가요?

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 CRM은 무엇에 사용되나요?

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 CRM의 이전 이름은 무엇인가요?

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 CRM에 앱이 있나요?

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