{"id":33460,"date":"2024-12-14T06:52:06","date_gmt":"2024-12-14T06:52:06","guid":{"rendered":"https:\/\/fahimai.com\/?p=33460"},"modified":"2026-03-06T14:13:54","modified_gmt":"2026-03-06T11:13:54","slug":"how-to-use-copper-crm","status":"publish","type":"post","link":"https:\/\/www.fahimai.com\/nl\/how-to-use-copper-crm","title":{"rendered":"How to Use Copper CRM: Best CRM Tool in 2026?"},"content":{"rendered":"\n<h2 id='quick-start'  id=\"boomdevs_1\" class=\"wp-block-heading\">Quick Start<\/h2>\n\n\n\n<div class=\"wp-block-group quick-start-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image131688_58db30-15.kb-image-is-ratio-size, .kb-image131688_58db30-15 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image131688_58db30-15.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image131688_58db30-15 .kb-image-is-ratio-size{align-self:unset;}.kb-image131688_58db30-15 figure{max-width:350px;}.kb-image131688_58db30-15 .image-is-svg, .kb-image131688_58db30-15 .image-is-svg img{width:100%;}.kb-image131688_58db30-15 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image131688_58db30-15\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-CTA.png\" alt=\"Copper CTA\" class=\"kb-img wp-image-25322\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-CTA.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-CTA-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n\n\n\n<p><strong>This guide covers every Copper CRM feature:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#getting-started-with-copper-crm\">Getting Started<\/a> \u2014 Create account and basic setup<\/li>\n\n\n\n<li><a href=\"#how-to-use-copper-crm-automated-tasks\">How to Use Automated Tasks<\/a> \u2014 Save time on repetitive actions<\/li>\n\n\n\n<li><a href=\"#how-to-use-copper-crm-email-templates\">How to Use Email Templates<\/a> \u2014 Send personalized emails faster<\/li>\n\n\n\n<li><a href=\"#how-to-use-copper-crm-workflows\">How to Use Workflows<\/a> \u2014 Automate your sales process<\/li>\n\n\n\n<li><a href=\"#how-to-use-copper-crm-import-data\">How to Use Import Data<\/a> \u2014 Bring contacts into Copper fast<\/li>\n\n\n\n<li><a href=\"#how-to-use-copper-crm-pipelines\">How to Use Pipelines<\/a> \u2014 Track deals from start to close<\/li>\n\n\n\n<li><a href=\"#how-to-use-copper-crm-track-leads\">How to Use Track Leads<\/a> \u2014 Capture and qualify new leads<\/li>\n\n\n\n<li><a href=\"#how-to-use-copper-crm-sales-reporting\">How to Use Sales Reporting<\/a> \u2014 Get insight into team performance<\/li>\n\n\n\n<li><a href=\"#how-to-use-copper-crm-google-workspace\">How to Use Google Workspace CRM<\/a> \u2014 Manage contacts inside Gmail<\/li>\n\n\n\n<li><a href=\"#how-to-use-copper-crm-manage-projects\">How to Use Manage Projects<\/a> \u2014 Track deliverables and tasks<\/li>\n<\/ul>\n\n\n\n<p><strong>Time needed:<\/strong> 5 minutes per feature<\/p>\n\n\n\n<p><strong>Also in this guide:<\/strong> <a href=\"#copper-crm-pro-tips-and-shortcuts\">Pro Tips<\/a> | <a href=\"#copper-crm-common-mistakes-to-avoid\">Common Mistakes<\/a> | <a href=\"#copper-crm-troubleshooting\">Troubleshooting<\/a> | <a href=\"#copper-crm-pricing\">Pricing<\/a> | <a href=\"#copper-crm-vs-alternatives\">Alternatives<\/a><\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Why Trust This Guide<\/p>\n\n\n\n<p>I&#8217;ve used Copper <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-software-for-hotels\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51780\" target=\"_blank\" rel=\"noopener\">CRM<\/a> for over 12 months and tested every feature covered here. This how to use Copper <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-software\" title=\"CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51804\" target=\"_blank\" rel=\"noopener\">CRM<\/a> tutorial comes from real hands-on experience \u2014 not marketing fluff or vendor screenshots.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"420\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/12\/Fahim-AI-2-1-27.png\" alt=\"how to use copper crm\" class=\"wp-image-33433\" title=\"\" srcset=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/12\/Fahim-AI-2-1-27.png 800w, https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/12\/Fahim-AI-2-1-27-480x252.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure>\n\n\n\n<p>Copper CRM is one of the most popular CRM tools for Google Workspace users.<\/p>\n\n\n\n<p>But most users only scratch the surface of what it can do.<\/p>\n\n\n\n<p>This guide shows you how to use every major feature.<\/p>\n\n\n\n<p>Step by step, with screenshots and pro tips.<\/p>\n\n\n\n<h2 id='copper-crm-tutorial'  id=\"boomdevs_2\" class=\"wp-block-heading\">Copper CRM Tutorial<\/h2>\n\n\n\n<p>This complete Copper CRM tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns cta-box-inner is-layout-flex wp-container-core-columns-is-layout-3058809c wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column cta-box-left is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-group cta-box-logo is-layout-flow wp-block-group-is-layout-flow\"><style>.kb-image131688_58db30-15.kb-image-is-ratio-size, .kb-image131688_58db30-15 .kb-image-is-ratio-size{max-width:350px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image131688_58db30-15.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image131688_58db30-15 .kb-image-is-ratio-size{align-self:unset;}.kb-image131688_58db30-15 figure{max-width:350px;}.kb-image131688_58db30-15 .image-is-svg, .kb-image131688_58db30-15 .image-is-svg img{width:100%;}.kb-image131688_58db30-15 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<div class=\"wp-block-kadence-image kb-image131688_58db30-15\"><figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-CTA.png\" alt=\"Copper CTA\" class=\"kb-img wp-image-25322\" title=\"\" srcset=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-CTA.png 800w, https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-CTA-480x480.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" \/><\/figure><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column cta-box-right is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"cta-box-title\">Copper CRM<\/p>\n\n\n\n<p class=\"cta-box-description\">Manage contacts, deals, and projects right from Gmail. Copper CRM lives inside Google Workspace so your team spends less time on <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/alaya-ai\" title=\"data\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51802\" target=\"_blank\" rel=\"noopener\">data<\/a> entry and more time closing deals. Start your free 14-day trial today.<\/p>\n\n\n\n<div class=\"wp-block-group cta-box-buttons is-layout-flow wp-block-group-is-layout-flow\">\n<p><a class=\"cta-btn cta-btn-primary\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\">TRY COPPER CRM NOW \u2192<\/a><\/p>\n\n\n\n<p><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/copper-crm\">READ FULL REVIEW \u2192<\/a><\/p>\n\n\n\n<p><a class=\"cta-btn cta-btn-secondary\" href=\"https:\/\/www.fahimai.com\/copper-crm-alternatives\">COPPER CRM ALTERNATIVES \u2192<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 id='getting-started-with-copper-crm'  id=\"boomdevs_3\" class=\"wp-block-heading\" id=\"getting-started-with-copper-crm\">Getting Started with Copper CRM<\/h3>\n\n\n\n<p>Before using any feature, complete this one-time setup.<\/p>\n\n\n\n<p>It takes about 3 minutes.<\/p>\n\n\n\n<p>Now let&#8217;s walk through each step.<\/p>\n\n\n\n<h4 id='step-1-create-your-account'  id=\"boomdevs_4\" class=\"wp-block-heading\">Step 1: Create Your Account<\/h4>\n\n\n\n<p>Go to Copper&#8217;s website and click &#8220;Try Free.&#8221;<\/p>\n\n\n\n<p>Sign up using your Google Workspace email.<\/p>\n\n\n\n<p>Copper connects directly to your Gmail account.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> Check your <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/inbox-placement-tool\" title=\"inbox\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51810\" target=\"_blank\" rel=\"noopener\">inbox<\/a> for a confirmation email.<\/p>\n\n\n\n<h4 id='step-2-install-the-chrome-extension'  id=\"boomdevs_5\" class=\"wp-block-heading\">Step 2: Install the Chrome Extension<\/h4>\n\n\n\n<p>Go to the Chrome Web Store and search &#8220;Copper CRM.&#8221;<\/p>\n\n\n\n<p>Click &#8220;Add to Chrome&#8221; to install the extension.<\/p>\n\n\n\n<p>Here&#8217;s what the dashboard looks like:<\/p>\n\n\n<style>.kb-image356738_a7501c .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image356738_a7501c size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Homepage.png\" alt=\"Copper CRM Homepage\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see the Copper sidebar in Gmail.<\/p>\n\n\n\n<h4 id='step-3-complete-initial-setup'  id=\"boomdevs_6\" class=\"wp-block-heading\">Step 3: Complete Initial Setup<\/h4>\n\n\n\n<p>Follow the onboarding wizard to name your workspace.<\/p>\n\n\n\n<p>Invite team members by entering their email addresses.<\/p>\n\n\n\n<p>Set your default currency and time zone.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Done:<\/strong> You&#8217;re ready to use any feature below.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, 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#3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-copper-crm-automated-tasks'  id=\"boomdevs_7\" class=\"wp-block-heading\" id=\"how-to-use-copper-crm-automated-tasks\">How to Use Copper CRM Automated Tasks<\/h3>\n\n\n\n<p><strong>Automated Tasks<\/strong> lets you set reminders and auto-assign follow-ups to your team.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Automated Tasks in action:<\/p>\n\n\n<style>.kb-image98627b_e56b74 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image98627b_e56b74 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Automated-Tasks.png\" alt=\"Copper CRM Automated Tasks\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-open-a-contact-record'  id=\"boomdevs_8\" class=\"wp-block-heading\">Step 1: Open a Contact Record<\/h4>\n\n\n\n<p>Navigate to any Person, Lead, or Opportunity in Copper.<\/p>\n\n\n\n<p>Click the record to open the detail view.<\/p>\n\n\n\n<h4 id='step-2-create-a-new-task'  id=\"boomdevs_9\" class=\"wp-block-heading\">Step 2: Create a New Task<\/h4>\n\n\n\n<p>Click the &#8220;Add Task&#8221; button inside the record.<\/p>\n\n\n\n<p>Set the task name, due date, and assign it to a team member.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-imagefc5388_283f83 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagefc5388_283f83 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Top-Benefits.png\" alt=\"Copper CRM Top Benefits\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see the task appear in the activity feed.<\/p>\n\n\n\n<h4 id='step-3-set-up-automatic-reminders'  id=\"boomdevs_10\" class=\"wp-block-heading\">Step 3: Set Up Automatic Reminders<\/h4>\n\n\n\n<p>Go to Settings and click &#8220;Task <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-automation-tools\" title=\"Automation\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51783\" target=\"_blank\" rel=\"noopener\">Automation<\/a>.<\/p>\n\n\n\n<p>Choose trigger events like &#8220;Deal stage changed&#8221; or &#8220;No activity in 3 days.&#8221;<\/p>\n\n\n\n<p>Copper will auto-create tasks when those triggers fire.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your follow-up tasks now create themselves automatically.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Create tasks for contract renewals 30 days before expiration so you never miss a renewal date.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-copper-crm-email-templates'  id=\"boomdevs_11\" class=\"wp-block-heading\" id=\"how-to-use-copper-crm-email-templates\">How to Use Copper CRM Email Templates<\/h3>\n\n\n\n<p><strong>Email Templates<\/strong> lets you send personalized emails at scale using merge fields.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Email Templates in action:<\/p>\n\n\n<style>.kb-image809d93_d864ae .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image809d93_d864ae size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Email-Templates.png\" alt=\"Copper CRM Email Templates\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-open-the-email-templates-section'  id=\"boomdevs_12\" class=\"wp-block-heading\">Step 1: Open the Email Templates Section<\/h4>\n\n\n\n<p>Go to Settings and select &#8220;Email Templates.&#8221;<\/p>\n\n\n\n<p>Click &#8220;New Template&#8221; to start building.<\/p>\n\n\n\n<h4 id='step-2-write-your-template-with-merge-fields'  id=\"boomdevs_13\" class=\"wp-block-heading\">Step 2: Write Your Template with Merge Fields<\/h4>\n\n\n\n<p>Write your email body and insert merge fields like {{first_name}} or {{company}}.<\/p>\n\n\n\n<p>Copper fills these in automatically for each recipient.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see the merge fields highlighted in your template.<\/p>\n\n\n\n<h4 id='step-3-send-to-a-contact-or-group'  id=\"boomdevs_14\" class=\"wp-block-heading\">Step 3: Send to a Contact or Group<\/h4>\n\n\n\n<p>Open a contact and click &#8220;Send Email.&#8221;<\/p>\n\n\n\n<p>Choose your saved template from the dropdown.<\/p>\n\n\n\n<p>For bulk sends, filter contacts first, then apply the template.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You&#8217;ve sent a personalized email to multiple contacts in seconds.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Create separate templates for each pipeline stage so your messaging matches the buyer&#8217;s journey.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-copper-crm-workflows'  id=\"boomdevs_15\" class=\"wp-block-heading\" id=\"how-to-use-copper-crm-workflows\">How to Use Copper CRM Workflows<\/h3>\n\n\n\n<p><strong>Workflows<\/strong> lets you automate repetitive actions based on triggers you define.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Workflows in action:<\/p>\n\n\n<style>.kb-image3dd8d9_3df747 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image3dd8d9_3df747 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Create-Workflow.png\" alt=\"Copper CRM Create Workflow\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-navigate-to-workflow-automation'  id=\"boomdevs_16\" class=\"wp-block-heading\">Step 1: Navigate to Workflow Automation<\/h4>\n\n\n\n<p>Go to Settings and click &#8220;Automation&#8221; in the sidebar.<\/p>\n\n\n\n<p>Click &#8220;Create New Workflow&#8221; to begin.<\/p>\n\n\n\n<h4 id='step-2-set-your-trigger-and-action'  id=\"boomdevs_17\" class=\"wp-block-heading\">Step 2: Set Your Trigger and Action<\/h4>\n\n\n\n<p>Choose a trigger like &#8220;When a lead is created&#8221; or &#8220;When a deal moves to a new stage.&#8221;<\/p>\n\n\n\n<p>Then pick the action \u2014 assign a task, send an email, or update a field.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image996a12_17991e .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image996a12_17991e size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Personal-Experience-980x655.png\" alt=\"Copper CRM Personal Experience\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see your workflow rule listed under Active Automations.<\/p>\n\n\n\n<h4 id='step-3-test-and-activate'  id=\"boomdevs_18\" class=\"wp-block-heading\">Step 3: Test and Activate<\/h4>\n\n\n\n<p>Create a test record to confirm the workflow fires correctly.<\/p>\n\n\n\n<p>Check the activity log for the automated action.<\/p>\n\n\n\n<p>Toggle the workflow to &#8220;Active&#8221; once confirmed.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your CRM now handles routine actions without manual effort.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Build a workflow that auto-assigns new leads to sales reps based on territory or deal size.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-copper-crm-import-data'  id=\"boomdevs_19\" class=\"wp-block-heading\" id=\"how-to-use-copper-crm-import-data\">How to Use Copper CRM Import Data<\/h3>\n\n\n\n<p><strong>Import Data<\/strong> lets you bring contacts, companies, and deals into Copper from a CSV file.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Import Data in action:<\/p>\n\n\n<style>.kb-imagef6b3ff_7bf683 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagef6b3ff_7bf683 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Import-Data.png\" alt=\"Copper CRM Import Data\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-prepare-your-csv-file'  id=\"boomdevs_20\" class=\"wp-block-heading\">Step 1: Prepare Your CSV File<\/h4>\n\n\n\n<p>Open your spreadsheet and make sure column headers match Copper&#8217;s fields.<\/p>\n\n\n\n<p>Required columns include Name, Email, and Phone at minimum.<\/p>\n\n\n\n<h4 id='step-2-upload-and-map-fields'  id=\"boomdevs_21\" class=\"wp-block-heading\">Step 2: Upload and Map Fields<\/h4>\n\n\n\n<p>Go to Settings, then click &#8220;Import Data.&#8221;<\/p>\n\n\n\n<p>Upload your CSV file and map each column to the matching Copper field.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-imagee63249_c03a1e .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagee63249_c03a1e size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Pipelines.png\" alt=\"Copper CRM Pipelines\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see a preview of your mapped data before importing.<\/p>\n\n\n\n<h4 id='step-3-run-the-import'  id=\"boomdevs_22\" class=\"wp-block-heading\">Step 3: Run the Import<\/h4>\n\n\n\n<p>Click &#8220;Start Import&#8221; and wait for the progress bar to finish.<\/p>\n\n\n\n<p>Review the import summary for any errors or duplicates.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> All your contacts are now inside Copper and ready to manage.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Clean your CSV before importing \u2014 remove duplicates and fix formatting to avoid messy records.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-copper-crm-pipelines'  id=\"boomdevs_23\" class=\"wp-block-heading\" id=\"how-to-use-copper-crm-pipelines\">How to Use Copper CRM Pipelines<\/h3>\n\n\n\n<p><strong>Pipelines<\/strong> lets you track deals through every stage of your sales process.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Pipelines in action:<\/p>\n\n\n<style>.kb-imagedfd2d6_668c65 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagedfd2d6_668c65 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Track-Leads-980x438.png\" alt=\"Copper CRM Track Lead\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-create-a-new-pipeline'  id=\"boomdevs_24\" class=\"wp-block-heading\">Step 1: Create a New Pipeline<\/h4>\n\n\n\n<p>Go to Settings and click &#8220;Pipelines.&#8221;<\/p>\n\n\n\n<p>Click &#8220;Add Pipeline&#8221; and give it a name like &#8220;Sales&#8221; or &#8220;Partnerships.&#8221;<\/p>\n\n\n\n<h4 id='step-2-define-your-stages'  id=\"boomdevs_25\" class=\"wp-block-heading\">Step 2: Define Your Stages<\/h4>\n\n\n\n<p>Add stages that match your sales process \u2014 Qualified, Proposal, Negotiation, Won, Lost.<\/p>\n\n\n\n<p>Drag stages to reorder them as needed.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-imagee4a64b_a57cbc .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagee4a64b_a57cbc size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Sales-Reporting-980x390.png\" alt=\"Copper CRM Sales Reporting\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see your pipeline stages in a visual Kanban board.<\/p>\n\n\n\n<h4 id='step-3-add-opportunities-to-your-pipeline'  id=\"boomdevs_26\" class=\"wp-block-heading\">Step 3: Add Opportunities to Your Pipeline<\/h4>\n\n\n\n<p>Click &#8220;Add Opportunity&#8221; and fill in the deal name, value, and expected close date.<\/p>\n\n\n\n<p>Drag deals between stages as they progress.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You now have full visibility into every deal and its current stage.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Create separate pipelines for different processes like sales, onboarding, and renewals.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-copper-crm-track-leads'  id=\"boomdevs_27\" class=\"wp-block-heading\" id=\"how-to-use-copper-crm-track-leads\">How to Use Copper CRM Track Leads<\/h3>\n\n\n\n<p><strong>Track Leads<\/strong> lets you capture, qualify, and convert leads into paying customers.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<p>Watch Track Leads in action:<\/p>\n\n\n<style>.kb-imagecbf3b9_3c35a2 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagecbf3b9_3c35a2 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Google-Workspace-CRM-980x418.png\" alt=\"Copper CRM Google Workspace\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p>Now let&#8217;s break down each step.<\/p>\n\n\n\n<h4 id='step-1-add-a-new-lead'  id=\"boomdevs_28\" class=\"wp-block-heading\">Step 1: Add a New Lead<\/h4>\n\n\n\n<p>Click &#8220;Add Lead&#8221; from the Leads section in the sidebar.<\/p>\n\n\n\n<p>Enter the lead&#8217;s name, email, company, and source.<\/p>\n\n\n\n<h4 id='step-2-qualify-the-lead'  id=\"boomdevs_29\" class=\"wp-block-heading\">Step 2: Qualify the Lead<\/h4>\n\n\n\n<p>Review the lead&#8217;s details and assign a status like Hot, Warm, or Cold.<\/p>\n\n\n\n<p>Use lead scoring to prioritize the best prospects first.<\/p>\n\n\n\n<p>Here&#8217;s what this looks like:<\/p>\n\n\n<style>.kb-image752cef_faf765 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image752cef_faf765 size-large\"><img decoding=\"async\" src=\"https:\/\/www.fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-Manage-Projects-980x462.png\" alt=\"Copper CRM Manage Project\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see your leads organized by status in the list view.<\/p>\n\n\n\n<h4 id='step-3-convert-to-a-person-and-opportunity'  id=\"boomdevs_30\" class=\"wp-block-heading\">Step 3: Convert to a Person and Opportunity<\/h4>\n\n\n\n<p>When a lead qualifies, click &#8220;Convert&#8221; to turn them into a Person and Opportunity.<\/p>\n\n\n\n<p>Copper moves all activity history to the new records automatically.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your qualified lead is now a trackable deal in your pipeline.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Add leads directly from Gmail using the Chrome extension \u2014 just click the Copper icon on any email.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-copper-crm-sales-reporting'  id=\"boomdevs_31\" class=\"wp-block-heading\" id=\"how-to-use-copper-crm-sales-reporting\">How to Use Copper CRM Sales Reporting<\/h3>\n\n\n\n<p><strong>Sales Reporting<\/strong> lets you track revenue, activities, and team performance with custom reports.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-the-reports-section'  id=\"boomdevs_32\" class=\"wp-block-heading\">Step 1: Open the Reports Section<\/h4>\n\n\n\n<p>Click &#8220;Reports&#8221; in the left sidebar.<\/p>\n\n\n\n<p>Choose from pre-built report templates or create a custom one.<\/p>\n\n\n\n<h4 id='step-2-build-a-custom-report'  id=\"boomdevs_33\" class=\"wp-block-heading\">Step 2: Build a Custom Report<\/h4>\n\n\n\n<p>Select the data source \u2014 Opportunities, People, or Activities.<\/p>\n\n\n\n<p>Drag and drop metrics into the Insights <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-ai-website-builder\" title=\"Builder\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51813\" target=\"_blank\" rel=\"noopener\">Builder<\/a> to build your view.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see your chart or table rendering with live data.<\/p>\n\n\n\n<h4 id='step-3-save-and-share-the-report'  id=\"boomdevs_34\" class=\"wp-block-heading\">Step 3: Save and Share the Report<\/h4>\n\n\n\n<p>Name your report and click &#8220;Save.&#8221;<\/p>\n\n\n\n<p>Share the report link with your team or export it as a CSV.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> You now have a custom dashboard tracking your key sales metrics.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Schedule weekly report emails to your team so everyone stays aligned on pipeline health.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-copper-crm-google-workspace-crm'  id=\"boomdevs_35\" class=\"wp-block-heading\" id=\"how-to-use-copper-crm-google-workspace\">How to Use Copper CRM Google Workspace CRM<\/h3>\n\n\n\n<p><strong>Google Workspace CRM<\/strong> lets you manage contacts, deals, and calendars directly inside Gmail.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-open-gmail-with-copper-active'  id=\"boomdevs_36\" class=\"wp-block-heading\">Step 1: Open Gmail with Copper Active<\/h4>\n\n\n\n<p>Make sure the Copper Chrome extension is installed and active.<\/p>\n\n\n\n<p>Open any email and the Copper sidebar appears on the right.<\/p>\n\n\n\n<h4 id='step-2-view-and-edit-contact-details'  id=\"boomdevs_37\" class=\"wp-block-heading\">Step 2: View and Edit Contact Details<\/h4>\n\n\n\n<p>Click on the contact name in the sidebar to see their full record.<\/p>\n\n\n\n<p>Edit fields, add notes, or log a call directly from Gmail.<\/p>\n\n\n\n<p>Copper auto-logs your sent and received emails to the contact record.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see email history and contact details in the sidebar.<\/p>\n\n\n\n<h4 id='step-3-sync-with-google-calendar-and-drive'  id=\"boomdevs_38\" class=\"wp-block-heading\">Step 3: Sync with Google Calendar and Drive<\/h4>\n\n\n\n<p>Meeting events from Google Calendar automatically link to contact records.<\/p>\n\n\n\n<p>Attach Google Drive files directly to any deal or contact in Copper.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your Gmail, Calendar, and Drive are now connected to your CRM data.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Use Google Sheets integration to pull live CRM data into custom spreadsheets for analysis.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h3 id='how-to-use-copper-crm-manage-projects'  id=\"boomdevs_39\" class=\"wp-block-heading\" id=\"how-to-use-copper-crm-manage-projects\">How to Use Copper CRM Manage Projects<\/h3>\n\n\n\n<p><strong>Manage Projects<\/strong> lets you track deliverables and internal tasks alongside customer records.<\/p>\n\n\n\n<p>Here&#8217;s how to use it step by step.<\/p>\n\n\n\n<h4 id='step-1-create-a-new-project'  id=\"boomdevs_40\" class=\"wp-block-heading\">Step 1: Create a New Project<\/h4>\n\n\n\n<p>Go to the Projects section in the sidebar.<\/p>\n\n\n\n<p>Click &#8220;New Project&#8221; and give it a name and description.<\/p>\n\n\n\n<h4 id='step-2-add-tasks-and-assign-owners'  id=\"boomdevs_41\" class=\"wp-block-heading\">Step 2: Add Tasks and Assign Owners<\/h4>\n\n\n\n<p>Add tasks inside the project and assign each one to a team member.<\/p>\n\n\n\n<p>Set due dates and priority levels for each task.<\/p>\n\n\n\n<p>\u2713 <strong>Checkpoint:<\/strong> You should see all tasks listed under the project with assigned owners.<\/p>\n\n\n\n<h4 id='step-3-link-the-project-to-a-contact-or-opportunity'  id=\"boomdevs_42\" class=\"wp-block-heading\">Step 3: Link the Project to a Contact or Opportunity<\/h4>\n\n\n\n<p>Connect the project to a customer record or deal for full context.<\/p>\n\n\n\n<p>Track progress directly from the linked record&#8217;s detail page.<\/p>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Result:<\/strong> Your team can manage project tasks without leaving the CRM.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group tip-box is-layout-flow wp-block-group-is-layout-flow\">\n<p>\ud83d\udca1 <strong>Pro Tip:<\/strong> Use project boards for onboarding new clients so no step gets missed during handoff.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, 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#3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='copper-crm-pro-tips-and-shortcuts'  id=\"boomdevs_43\" class=\"wp-block-heading\" id=\"copper-crm-pro-tips-and-shortcuts\">Copper CRM Pro Tips and Shortcuts<\/h2>\n\n\n\n<p>After testing Copper CRM for over 12 months, here are my best tips.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Keyboard Shortcuts<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Action<\/th><th>Shortcut<\/th><\/tr><\/thead><tbody><tr><td>Open Quick Add<\/td><td>Shift + N<\/td><\/tr><tr><td>Search Records<\/td><td>\/ (forward slash)<\/td><\/tr><tr><td>Navigate Back<\/td><td>Alt + Left Arrow<\/td><\/tr><tr><td>Open Settings<\/td><td>Shift + S<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Hidden Features Most People Miss<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Auto-suggested contacts:<\/strong> Copper recommends adding contacts you&#8217;ve emailed but haven&#8217;t added to the CRM yet.<\/li>\n\n\n\n<li><strong>Activity types:<\/strong> Create custom activity types like &#8220;Demo Call&#8221; or &#8220;Site Visit&#8221; to track beyond the default options.<\/li>\n\n\n\n<li><strong>Email open tracking:<\/strong> See when a contact opens your email so you can follow up at the right time.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='copper-crm-common-mistakes-to-avoid'  id=\"boomdevs_44\" class=\"wp-block-heading\" id=\"copper-crm-common-mistakes-to-avoid\">Copper CRM Common Mistakes to Avoid<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #1: Importing Dirty Data<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Uploading your CSV without removing duplicates or fixing formatting issues first.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Right:<\/strong> Clean your spreadsheet, remove duplicates, and standardize names before importing.<\/p>\n<\/div>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #2: Not Customizing Pipeline Stages<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Using the default pipeline stages that don&#8217;t match your actual sales process.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Right:<\/strong> Map your pipeline stages to your real sales workflow before adding any deals.<\/p>\n<\/div>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Mistake #3: Skipping the Chrome Extension<\/p>\n\n\n\n<div class=\"wp-block-group con-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u274c Wrong:<\/strong> Using Copper only through the web app and missing the Gmail sidebar features.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group pro-item is-layout-flow wp-block-group-is-layout-flow\">\n<p><strong>\u2705 Right:<\/strong> Install the Chrome extension to add contacts and log activities without leaving Gmail.<\/p>\n<\/div>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='copper-crm-troubleshooting'  id=\"boomdevs_45\" class=\"wp-block-heading\" id=\"copper-crm-troubleshooting\">Copper CRM Troubleshooting<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Emails Not Syncing<\/p>\n\n\n\n<p><strong>Cause:<\/strong> Your Google Workspace permissions may have been revoked or expired.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Go to Settings, disconnect your Google account, then reconnect it and grant all permissions.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Duplicate Contacts Appearing<\/p>\n\n\n\n<p><strong>Cause:<\/strong> Copper may create new records from emails instead of matching existing contacts.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Use the &#8220;Merge Duplicates&#8221; feature under People to combine duplicate records into one.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Problem: Chrome Extension Not Loading<\/p>\n\n\n\n<p><strong>Cause:<\/strong> A browser update or conflicting extension may block Copper from loading.<\/p>\n\n\n\n<p><strong>Fix:<\/strong> Disable other extensions one by one to find the conflict, then reinstall Copper&#8217;s extension.<\/p>\n\n\n\n<p>\ud83d\udccc <strong>Note:<\/strong> If none of these fix your issue, contact Copper CRM support.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='what-is-copper-crm'  id=\"boomdevs_46\" class=\"wp-block-heading\">What is Copper CRM?<\/h2>\n\n\n\n<p><strong>Copper CRM<\/strong> is a customer relationship management tool built for Google Workspace users.<\/p>\n\n\n\n<p>Think of it like a smart <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-chatbots\" title=\"assistant\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51806\">assistant<\/a> that lives inside your Gmail and tracks every customer interaction automatically.<\/p>\n\n\n\n<p>Watch this quick overview:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Copper CRM Tutorial | How To Use Copper CRM For Beginners (2026)\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/AQftOqFdBlg?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>It includes these key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Automated Tasks:<\/strong> Set reminders and auto-assign follow-ups to your team members.<\/li>\n\n\n\n<li><strong>Email Templates:<\/strong> Send personalized emails at scale with merge fields.<\/li>\n\n\n\n<li><strong>Workflows:<\/strong> Automate repetitive actions based on custom trigger rules.<\/li>\n\n\n\n<li><strong>Pipelines:<\/strong> Track deals through every stage with visual drag-and-drop boards.<\/li>\n\n\n\n<li><strong>Track Leads:<\/strong> Capture, qualify, and convert leads into paying customers.<\/li>\n\n\n\n<li><strong>Sales Reporting:<\/strong> Build custom reports with drag-and-drop charts and tables.<\/li>\n\n\n\n<li><strong>Google Workspace CRM:<\/strong> Manage contacts and deals directly from your Gmail inbox.<\/li>\n\n\n\n<li><strong>Manage Projects:<\/strong> Track deliverables and internal tasks alongside customer records.<\/li>\n\n\n\n<li><strong>Import Data:<\/strong> Bring contacts and companies into Copper from CSV files.<\/li>\n<\/ul>\n\n\n\n<p>For a full review, see our <a href=\"https:\/\/www.fahimai.com\/copper-crm\">Copper CRM review<\/a>.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='copper-crm-pricing'  id=\"boomdevs_47\" class=\"wp-block-heading\" id=\"copper-crm-pricing\">Copper CRM Pricing<\/h2>\n\n\n\n<p>Here&#8217;s what Copper CRM costs in 2026:<\/p>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Plan<\/th><th>Price<\/th><th>Best For<\/th><\/tr><\/thead><tbody><tr><td>Starter<\/td><td>$9\/seat\/month<\/td><td>Solopreneurs and <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/accounting-software-for-freelancers\" title=\"freelancers\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51799\" target=\"_blank\" rel=\"noopener\">freelancers<\/a> getting started<\/td><\/tr><tr><td>Basic<\/td><td>$23\/seat\/month<\/td><td>Small teams needing pipelines and collaboration<\/td><\/tr><tr><td>Professional<\/td><td>$59\/seat\/month<\/td><td>Growing teams needing workflows and bulk email<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/best-crm-for-small-construction-business\" title=\"Business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51808\" target=\"_blank\" rel=\"noopener\">Business<\/a><\/td><td>$99\/seat\/month<\/td><td>Larger teams needing custom analytics and unlimited usage<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Free trial:<\/strong> Yes \u2014 14 days with full feature access, no credit card required.<\/p>\n\n\n\n<p><strong>Money-back guarantee:<\/strong> No refunds on annual plans.<\/p>\n\n\n<style>.kb-imagebaadbf_b1cf54 .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-imagebaadbf_b1cf54 size-large\"><img decoding=\"async\" src=\"https:\/\/fahimai.com\/wp-content\/uploads\/2024\/11\/Copper-CRM-Pricing-980x384.png\" alt=\"Copper CRM Pricing\" class=\"kb-img\" title=\"\"><\/figure>\n\n\n\n<p>\ud83d\udcb0 <strong>Best Value:<\/strong> Professional plan \u2014 it unlocks workflow automation and bulk email which are must-haves for growing sales teams.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, 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#ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='copper-crm-vs-alternatives'  id=\"boomdevs_48\" class=\"wp-block-heading\" id=\"copper-crm-vs-alternatives\">Copper CRM vs Alternatives<\/h2>\n\n\n\n<p>How does Copper CRM compare? Here&#8217;s the competitive landscape:<\/p>\n\n\n\n<p>Watch this comparison:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Best CRM Software 2026? Notion vs Airtable vs folk vs Copper vs Pipedrive vs HubSpot vs Salesforce\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/A6fthJXJX-w?feature=oembed\"  allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-table fahimai-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tool<\/th><th>Best For<\/th><th>Price<\/th><th>Rating<\/th><\/tr><\/thead><tbody><tr><td><strong>Copper CRM<\/strong><\/td><td>Google Workspace teams<\/td><td>$9\/seat\/mo<\/td><td>\u2b50 3.5<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/gohighlevel\" title=\"GoHighLevel\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51815\" target=\"_blank\" rel=\"noopener\">GoHighLevel<\/a><\/td><td>All-in-one marketing and CRM<\/td><td>$97\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/keap-crm\" title=\"Keap\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51812\" target=\"_blank\" rel=\"noopener\">Keap<\/a><\/td><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/bookkeeping-software-for-small-businesses\" title=\"Small business\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51789\" target=\"_blank\" rel=\"noopener\">Small business<\/a> automation<\/td><td>$299\/mo<\/td><td>\u2b50 4.2<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/activecampaign\" title=\"ActiveCampaign\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51809\">ActiveCampaign<\/a><\/td><td>Email marketing with CRM<\/td><td>$15\/mo<\/td><td>\u2b50 4.0<\/td><\/tr><tr><td>HubSpot<\/td><td>Free CRM with growth tools<\/td><td>$0\/mo<\/td><td>\u2b50 4.0<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/clickfunnels\" title=\"ClickFunnels\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51784\">ClickFunnels<\/a><\/td><td>Sales funnels and landing pages<\/td><td>$81\/mo<\/td><td>\u2b50 4.2<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/folk-crm\" title=\"Folk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51814\">Folk<\/a><\/td><td>Lightweight relationship CRM<\/td><td>$17.5\/member\/mo<\/td><td>\u2b50 4.0<\/td><\/tr><tr><td><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/instantly-ai\" title=\"Instantly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51792\" target=\"_blank\" rel=\"noopener\">Instantly<\/a><\/td><td>Cold email <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/linkedin-automation-tools\" title=\"outreach\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51805\">outreach<\/a> at scale<\/td><td>$30\/mo<\/td><td>\u2b50 4.3<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">Quick picks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Best overall:<\/strong> GoHighLevel \u2014 full marketing and CRM suite for agencies and teams.<\/li>\n\n\n\n<li><strong>Best budget:<\/strong> HubSpot \u2014 free CRM tier with room to grow.<\/li>\n\n\n\n<li><strong>Best for beginners:<\/strong> Copper CRM \u2014 easiest to learn if you already use Gmail.<\/li>\n\n\n\n<li><strong>Best for cold outreach:<\/strong> Instantly \u2014 built for high-volume email campaigns.<\/li>\n<\/ul>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\ud83c\udfaf Copper CRM Alternatives<\/p>\n\n\n\n<p>Looking for Copper CRM alternatives? Here are the top options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud83d\ude80 <strong>GoHighLevel:<\/strong> All-in-one platform with CRM, funnels, email, and SMS for marketing agencies.<\/li>\n\n\n\n<li>\ud83d\udcb0 <strong>Keap:<\/strong> Combines CRM with invoicing and payment collection for service-based businesses.<\/li>\n\n\n\n<li>\ud83c\udfa8 <strong>ActiveCampaign:<\/strong> Best-in-class email automation paired with a built-in CRM for sales teams.<\/li>\n\n\n\n<li>\u26a1 <strong>HubSpot:<\/strong> Free CRM with powerful marketing, sales, and service hubs that scale with you.<\/li>\n\n\n\n<li>\ud83d\udd12 <strong>ClickFunnels:<\/strong> Focused on building high-converting sales funnels with built-in CRM features.<\/li>\n\n\n\n<li>\ud83e\udde0 <strong>Folk:<\/strong> Lightweight CRM for managing relationships with a clean, simple interface.<\/li>\n\n\n\n<li>\ud83d\udc76 <strong>Instantly:<\/strong> Cold email tool that handles deliverability, <a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/email-warmup-tool\" title=\"warmup\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51787\" target=\"_blank\" rel=\"noopener\">warmup<\/a>, and outreach at massive scale.<\/li>\n\n\n\n<li>\ud83c\udfe2 <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/clickup\" title=\"ClickUp\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51807\" target=\"_blank\" rel=\"noopener\">ClickUp<\/a>:<\/strong> Project management platform with built-in CRM views for small teams.<\/li>\n\n\n\n<li>\ud83d\udd27 <strong>Monday CRM:<\/strong> Visual CRM built on Monday.com&#8217;s project management backbone for flexible workflows.<\/li>\n\n\n\n<li>\ud83c\udf1f <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/capsule-crm\" title=\"Capsule\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51811\" target=\"_blank\" rel=\"noopener\">Capsule<\/a> CRM:<\/strong> Simple, affordable CRM with clean contact management and pipeline tracking.<\/li>\n\n\n\n<li>\u2b50 <strong>Insightly:<\/strong> CRM with built-in project management for teams that need both in one tool.<\/li>\n\n\n\n<li>\ud83c\udfaf <strong>Freshsales CRM:<\/strong> AI-powered CRM with lead scoring, email tracking, and built-in phone.<\/li>\n\n\n\n<li>\ud83d\udcbc <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/salesforce\" title=\"Salesforce\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51803\">Salesforce<\/a>:<\/strong> Enterprise-grade CRM with deep customization for large sales organizations.<\/li>\n\n\n\n<li>\ud83d\udcca <strong><a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/zendesk\" title=\"Zendesk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51793\">Zendesk<\/a>:<\/strong> Support-focused platform with CRM features for customer service teams.<\/li>\n<\/ul>\n\n\n\n<p>For the full list, see our <a href=\"https:\/\/www.fahimai.com\/copper-crm-alternatives\">Copper CRM alternatives<\/a> guide.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:15px;font-size:25px;font-weight:600\">\u2694\ufe0f Copper CRM Compared<\/p>\n\n\n\n<p>Here&#8217;s how Copper CRM stacks up against each competitor:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Copper CRM vs GoHighLevel:<\/strong> GoHighLevel offers more marketing tools but Copper wins for Gmail-native simplicity.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/keap-vs-copper-crm\" title=\"Copper CRM vs Keap\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51794\" target=\"_blank\" rel=\"noopener\">Copper CRM vs Keap<\/a>:<\/strong> Keap adds invoicing and payments but costs much more per month.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/activecampaign-vs-copper-crm\" title=\"Copper CRM vs ActiveCampaign\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51788\" target=\"_blank\" rel=\"noopener\">Copper CRM vs ActiveCampaign<\/a>:<\/strong> ActiveCampaign has stronger email automation but Copper&#8217;s Google integration is tighter.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/hubspot-vs-copper-crm\" title=\"Copper CRM vs HubSpot\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51801\" target=\"_blank\" rel=\"noopener\">Copper CRM vs HubSpot<\/a>:<\/strong> HubSpot offers a free tier but can get expensive fast as you add features.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/clickfunnels-vs-copper-crm\" title=\"Copper CRM vs ClickFunnels\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51781\" target=\"_blank\" rel=\"noopener\">Copper CRM vs ClickFunnels<\/a>:<\/strong> ClickFunnels focuses on funnels while Copper is a true CRM for managing relationships.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/folk-vs-copper-crm\" title=\"Copper CRM vs Folk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51791\" target=\"_blank\" rel=\"noopener\">Copper CRM vs Folk<\/a>:<\/strong> Folk is simpler and cheaper but lacks Copper&#8217;s deep Google Workspace connection.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/copper-crm-vs-instantly\" title=\"Copper CRM vs Instantly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51785\" target=\"_blank\" rel=\"noopener\">Copper CRM vs Instantly<\/a>:<\/strong> Instantly is built for cold outreach while Copper handles full relationship management.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/copper-crm-vs-clickup\" title=\"Copper CRM vs ClickUp\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51795\" target=\"_blank\" rel=\"noopener\">Copper CRM vs ClickUp<\/a>:<\/strong> ClickUp is project-first with CRM bolted on while Copper is CRM-first with project features.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/copper-crm-vs-monday-crm\" title=\"Copper CRM vs Monday CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51786\" target=\"_blank\" rel=\"noopener\">Copper CRM vs Monday CRM<\/a>:<\/strong> Monday CRM is more visual and flexible but Copper is better for Gmail-heavy teams.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/copper-crm-vs-capsule-crm\" title=\"Copper CRM vs Capsule CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51800\" target=\"_blank\" rel=\"noopener\">Copper CRM vs Capsule CRM<\/a>:<\/strong> Capsule is more budget-friendly but Copper has deeper automation and reporting.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/copper-crm-vs-insightly\" title=\"Copper CRM vs Insightly\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51797\" target=\"_blank\" rel=\"noopener\">Copper CRM vs Insightly<\/a>:<\/strong> Insightly includes project management too but Copper&#8217;s Gmail sidebar is more intuitive.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/freshsales-vs-copper-crm\" title=\"Copper CRM vs Freshsales CRM\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51790\" target=\"_blank\" rel=\"noopener\">Copper CRM vs Freshsales CRM<\/a>:<\/strong> Freshsales has AI lead scoring built-in but Copper is easier for Google Workspace teams.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/salesforce-vs-copper-crm\" title=\"Copper CRM vs Salesforce\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51796\" target=\"_blank\" rel=\"noopener\">Copper CRM vs Salesforce<\/a>:<\/strong> Salesforce is far more powerful but also far more complex and expensive to run.<\/li>\n\n\n\n<li><strong><a class=\"wpil_keyword_link\" href=\"https:\/\/fahimai.com\/zendesk-vs-copper-crm\" title=\"Copper CRM vs Zendesk\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51798\" target=\"_blank\" rel=\"noopener\">Copper CRM vs Zendesk<\/a>:<\/strong> Zendesk is support-focused while Copper is built for sales and relationship management.<\/li>\n<\/ul>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-xs, 1rem);margin-left:0px;}.wp-block-kadence-advancedbtn.kb-btns131690_d95c2b-b0{padding-top:var(--global-kb-spacing-xs, 1rem);gap:var(--global-kb-gap-xs, 0.5rem );justify-content:center;align-items:center;}.kt-btns131690_d95c2b-b0 .kt-button{font-weight:normal;font-style:normal;}<\/style>\n<div class=\"wp-block-kadence-advancedbtn kb-buttons-wrap kb-btns131690_d95c2b-b0\"><style>ul.menu .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{width:initial;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{color:var(--global-palette9, #ffffff);background:#ff7700;font-weight:bold;text-transform:uppercase;border-top-left-radius:30px;border-top-right-radius:30px;border-bottom-right-radius:30px;border-bottom-left-radius:30px;border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;box-shadow:0px 2px 4px 0px rgba(0, 0, 0, 0.2);}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{color:#ffffff;background:#ff7700;border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;box-shadow:0px 2px 10px 0px rgba(0, 0, 0, 0.4);}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}}@media all and (max-width: 1024px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}@media all and (max-width: 767px){.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button{border-top-color:var(--global-palette9, #ffffff);border-top-style:solid;border-right-color:var(--global-palette9, #ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='start-using-copper-crm-now'  id=\"boomdevs_49\" class=\"wp-block-heading\">Start Using Copper CRM Now<\/h2>\n\n\n\n<p>You learned how to use every major Copper CRM feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 Automated Tasks<\/li>\n\n\n\n<li>\u2705 Email Templates<\/li>\n\n\n\n<li>\u2705 Workflows<\/li>\n\n\n\n<li>\u2705 Import Data<\/li>\n\n\n\n<li>\u2705 Pipelines<\/li>\n\n\n\n<li>\u2705 Track Leads<\/li>\n\n\n\n<li>\u2705 Sales Reporting<\/li>\n\n\n\n<li>\u2705 Google Workspace CRM<\/li>\n\n\n\n<li>\u2705 Manage Projects<\/li>\n<\/ul>\n\n\n\n<p><strong>Next step:<\/strong> Pick one feature and try it now.<\/p>\n\n\n\n<p>Most people start with Automated Tasks.<\/p>\n\n\n\n<p>It takes less than 5 minutes.<\/p>\n\n\n<style>.wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, .site .entry-content .wp-block-kadence-advancedbtn.kt-btns131690_d95c2b-b0, 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#ffffff);border-right-style:solid;border-bottom-color:var(--global-palette9, #ffffff);border-bottom-style:solid;border-left-color:var(--global-palette9, #ffffff);border-left-style:solid;}.wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:hover, .wp-block-kadence-advancedbtn .kb-btn131690_170667-57.kb-button:focus{border-top-color:var(--global-palette1, #3182CE);border-top-style:solid;border-right-color:var(--global-palette1, #3182CE);border-right-style:solid;border-bottom-color:var(--global-palette1, #3182CE);border-bottom-style:solid;border-left-color:var(--global-palette1, #3182CE);border-left-style:solid;}}<\/style><a class=\"kb-button kt-button button kb-btn131690_170667-57 kt-btn-size-xlarge kt-btn-width-type-auto kb-btn-global-inherit  kt-btn-has-text-true kt-btn-has-svg-true  wp-block-button__link wp-block-kadence-singlebtn\" href=\"https:\/\/fahimai.com\/get\/copper\" target=\"_blank\" rel=\"noopener\"><span class=\"kt-btn-inner-text\">Try Copper FOR FREE<\/span><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_arrow-right kt-btn-icon-side-right\"><svg viewBox=\"0 0 448 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M190.5 66.9l22.2-22.2c9.4-9.4 24.6-9.4 33.9 0L441 239c9.4 9.4 9.4 24.6 0 33.9L246.6 467.3c-9.4 9.4-24.6 9.4-33.9 0l-22.2-22.2c-9.5-9.5-9.3-25 .4-34.3L311.4 296H24c-13.3 0-24-10.7-24-24v-32c0-13.3 10.7-24 24-24h287.4L190.9 101.2c-9.8-9.3-10-24.8-.4-34.3z\"\/><\/svg><\/span><\/a><\/div>\n\n\n\n<h2 id='frequently-asked-questions'  id=\"boomdevs_50\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How does Copper CRM work?<\/p>\n\n\n\n<p>Copper CRM connects directly to your Google Workspace account. It pulls contact data from Gmail, syncs with Google Calendar, and logs emails automatically. You manage leads, deals, and projects from a sidebar inside Gmail or through the Copper web app.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">How to use CRM step by step?<\/p>\n\n\n\n<p>Start by creating your account and installing the Chrome extension. Then import your contacts, set up your sales pipeline stages, and begin adding leads. Use automated tasks and workflows to handle repetitive follow-ups without manual effort.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">What is the old name of Copper CRM?<\/p>\n\n\n\n<p>Copper CRM was previously known as ProsperWorks. The company rebranded to Copper in 2018 to better reflect its mission of making CRM simple and accessible for Google Workspace users.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Does Copper CRM have an app?<\/p>\n\n\n\n<p>Yes, Copper CRM has mobile apps for both iOS and <a class=\"wpil_keyword_link\" href=\"https:\/\/www.fahimai.com\/ai-assistants-for-android\" title=\"Android\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"51782\">Android<\/a>. The mobile app lets you access contact records, log activities, update deals, and send emails from your phone. It syncs everything back to the web app in real time.<\/p>\n\n\n\n<p style=\"margin-top:25px;margin-bottom:10px;font-size:25px;font-weight:600\">Is Copper CRM HIPAA compliant?<\/p>\n\n\n\n<p>Copper CRM does not currently advertise HIPAA compliance. 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