Como usar o Copper CRM: a melhor ferramenta de CRM em 2026?

Início rápido

Este guia abrange todos os recursos do Copper CRM:

• Começando — Create your account and connect Google Workspace
• Como usar tarefas automatizadas — Set task reminders for follow-ups and contract renewals so nothing slips
• Como usar modelos de e-mail — Reuse your best messages with merge fields for fast personal outreach
• How to Use Create Workflows — Build workflow automation that moves records forward without manual clicks
• Como usar a função Importar Dados — Move contacts and companies from spreadsheets into your first CRM cleanly
• Como usar pipelines — Drag opportunities through pipeline stages that mirror your real sales process
• Como usar o recurso Rastrear Leads — Score, segment, and track leads until they are ready to buy
• Como usar os relatórios de vendas — Turn raw activity data into insight your sales team can act on
• Como usar o Google Workspace CRM — Work from your Gmail inbox with Google Calendar, Docs, and Drive
• Como usar o Gerenciar Projetos — Run delivery work inside the same records that hold your customers

Tempo necessário: 5 minutos por filme

Neste guia também: Dicas profissionais | Erros comuns | Solução de problemas | Preços | Alternativas

Por que confiar neste guia?

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

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

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

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

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

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

Tutorial do Copper CRM

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

CRM de cobre

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

Experimente o Copper CRM agora mesmo →

LER A RESENHA COMPLETA →

ALTERNATIVAS DE CRM DE COBRE →

Primeiros passos com o Copper CRM

Finish this setup once and every feature below will work.

Leva cerca de três minutos.

Here is what to expect on your first login:

Agora vamos analisar cada etapa.

Passo 1: Crie sua conta

Go to the Copper website and click Start Free Trial.

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

✓ Ponto de verificação: Check your inbox for the confirmation email.

Passo 2: Instale a extensão do Chrome

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

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

Copper also offers a mobile app for iOS e Android.

Eis como o painel de controle se parece:

✓ Ponto de verificação: The Copper sidebar appears on the right of Gmail.

Etapa 3: Conclua a configuração inicial

Name your pipeline stages and set your contact types.

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

The course also includes a module on training your team.

Como usar as tarefas automatizadas do Copper CRM

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

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

Veja aqui como usá-lo passo a passo.

Passo 1: Abrir um registro

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

Click the Tasks panel on the right side.

Step 2: Create the Task

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

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

Eis como isso se parece:

✓ Ponto de verificação: The task appears in the record and in your task list.

Step 3: Add a Trigger

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

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

Como usar os modelos de e-mail do Copper CRM

Modelos de e-mail lets you reuse your best messages with merge fields for fast personal outreach.

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

Veja aqui como usá-lo passo a passo.

Passo 1: Abra a Biblioteca de Modelos

Go to Settings, then Email Templates inside Copper.

Click Create Template to start a new one.

Step 2: Insert Merge Fields

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

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

Eis como isso se parece:

✓ Ponto de verificação: Your merge fields preview with real contact names, not placeholders.

Step 3: Send in Bulk

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

Track opens and email responses from the activity feed.

How to Create Copper CRM Workflows

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

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

Veja aqui como usá-lo passo a passo.

Step 1: Open Workflow Automation

Head to Settings and choose Workflow Automation.

Pick the pipeline or object you want to automate.

Passo 2: Configurar o gatilho

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

Keep one trigger per workflow so the logic stays readable.

Eis como isso se parece:

✓ Ponto de verificação: The workflow shows an active status with a recent run count.

Step 3: Choose the Action

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

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

How to Import Copper CRM Data

Importar dados lets you move contacts and companies from spreadsheets into your first CRM cleanly.

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

Veja aqui como usá-lo passo a passo.

Step 1: Clean the Spreadsheet

Export your list to Google Sheets or CSV first.

Give every column a plain header like Email or Company.

Step 2: Match the Fields

Open Settings, choose Import, and upload the file.

Map each column to the matching Copper field on screen.

Eis como isso se parece:

✓ Ponto de verificação: Your record count matches the spreadsheet row count.

Etapa 3: Revisar e confirmar

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

Copper automatically matches People to Companies using the email domain.

Como usar os Pipelines do Copper CRM

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

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

Veja aqui como usá-lo passo a passo.

Step 1: Name Your Stages

Open Settings and edit the default pipeline stages.

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

Step 2: Add an Opportunity

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

Set the value, close date, and owner.

Eis como isso se parece:

✓ Ponto de verificação: Your stage names appear across the top of the pipeline board.

Step 3: Move the Deal

Drag the card forward as the customer commits.

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

Como usar o Copper CRM para rastrear leads

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

Lead management decides which prospects deserve your attention this week.

Veja aqui como usá-lo passo a passo.

Step 1: Collect the Leads

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

Every lead lands in one queue instead of scattered apps.

Step 2: Score and Segment

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

Segmentation groups them for drip campaigns that feel personal.

Eis como isso se parece:

✓ Ponto de verificação: Each lead shows a score and a segment tag.

Step 3: Convert When Qualified

Convert the lead into a person and an opportunity.

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

How to Use Copper CRM Sales Report

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

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

Veja aqui como usá-lo passo a passo.

Step 1: Pick a Report Type

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

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

Step 2: Filter the Data

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

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

Eis como isso se parece:

✓ Ponto de verificação: The chart loads with your filters applied.

Step 3: Share the Insight

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

Regular reviews of sales performance metrics reveal trends cedo.

Como usar o Copper CRM no Google Workspace CRM

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

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

Veja aqui como usá-lo passo a passo.

Passo 1: Instale a extensão

Add the Copper Chrome extension and grant Google access.

The Copper sidebar now opens beside every message.

Step 2: Add People from Gmail

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

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

Eis como isso se parece:

✓ Ponto de verificação: The Copper sidebar loads inside Gmail without a second login.

Step 3: Integrate the Rest

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

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

How to Manage Copper CRM Projects

Gerenciar projetos lets you run delivery work inside the same records that hold your customers.

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

Veja aqui como usá-lo passo a passo.

Passo 1: Criar um projeto

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

Name it after the deliverable, not the client.

Step 2: Break Down the Work

Add internal tasks with owners and dates for each milestone.

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

Eis como isso se parece:

✓ Ponto de verificação: The project appears linked to the company record.

Step 3: Track to Delivery

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

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

Dicas e Atalhos Profissionais do Copper CRM

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

Atalhos de teclado

Características ocultas que a maioria das pessoas não percebe

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

Erros comuns a evitar no CRM de cobre

Mistake #1: Importing dirty data

Mistake #2: Building fifteen pipeline stages

Mistake #3: Skipping lead scoring

Solução de problemas do CRM Copper

Problem: Emails are not logging automatically

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

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

Problem: Duplicate contacts after an import

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

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

Problem: A workflow stopped firing

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

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

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

O que é o Copper CRM?

CRM de cobre is customer relationship management software built for Google Workspace users.

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

A CRM is an essential part of modern selling.

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

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

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

Veja esta breve visão geral:

Inclui estas características principais:

• Tarefas automatizadas: Task reminders for follow-ups, renewals, and every promise you make on calls
• Modelos de e-mail: Reusable messages with merge fields for efficient mass outreach
• Create Workflows: Rules that update records and assign work without a person clicking
• Importar dados: A guided path for importing data from spreadsheets into Copper
• Oleodutos: Customizable, drag-and-drop pipeline stages that match your sales process
• Leads de rastreamento: Lead management with scoring, segments, and clean conversion
• Relatórios de Vendas: Custom reports that track team activity for real accountability
• Google Workspace CRM: Deep integration with Gmail, Google Calendar, Google Drive, and Google Docs
• Gerenciar projetos: Project tracking for deliverables inside the customer record

Para uma análise completa, consulte nosso artigo. Análise do Copper CRM.

Preços do CRM em cobre

Here is what Copper CRM costs in 2026:

Teste grátis: Sim, 14 dias sem necessidade de cartão de crédito.

Garantia de reembolso: No formal refund window, so test properly during the trial.

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

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

💰 Melhor custo-benefício: Professional — workflow automation and custom reporting make a huge impacto on daily sales work.

CRM de cobre versus alternativas

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

Veja esta comparação:

Escolhas rápidas:

• Melhor no geral: HubSpot — more features and a free tier for most businesses
• Melhor orçamento: Capsule CRM — real pipelines at a low price per person
• Ideal para iniciantes: Copper CRM — it looks and behaves like Gmail
• Best for business development: Salesforce — deepest reporting and forecasting at scale

🎯 Alternativas de CRM em cobre

Procurando alternativas ao Copper CRM? Aqui estão as melhores opções:

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

Para ver a lista completa, consulte nosso Alternativas de CRM em cobre guia.

⚔️ Comparação de CRM em cobre

Here is how Copper stacks up against each competitor:

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

Comece a usar o Copper CRM agora mesmo

Você aprendeu a usar todos os principais recursos do Copper CRM:

• ✅ Tarefas automatizadas
• ✅ Modelos de e-mail
• ✅ Create Workflows
• ✅ Importar dados
• ✅ Oleodutos
• ✅ Rastrear leads
• ✅ Relatórios de Vendas
• ✅ Google Workspace CRM
• ✅ Gerenciar projetos

Próximo passo: Pick one feature and try it today.

A maioria das pessoas começa com tarefas automatizadas.

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

Perguntas frequentes

Como funciona o Copper CRM?

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

Como usar o CRM passo a passo?

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

Para que serve o Copper CRM?

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

Qual é o nome antigo do Copper CRM?

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

O Copper CRM tem um aplicativo?

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