Быстрый старт
В этом руководстве описаны все функции Copper CRM:
- Начиная — Create your account and connect Google Workspace
- Как использовать автоматизированные задачи — Set task reminders for follow-ups and contract renewals so nothing slips
- Как использовать шаблоны электронных писем — 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
- Как использовать импорт данных — Move contacts and companies from spreadsheets into your first CRM cleanly
- Как использовать конвейеры — Drag opportunities through pipeline stages that mirror your real sales process
- Как использовать отслеживание лидов — Score, segment, and track leads until they are ready to buy
- Как использовать отчеты о продажах — Turn raw activity data into insight your sales team can act on
- Как использовать CRM-систему Google Workspace — Work from your Gmail inbox with Google Calendar, Docs, and Drive
- Как использовать функцию «Управление проектами» — Run delivery work inside the same records that hold your customers
Необходимое время: 5 минут на каждый фильм
Также в этом руководстве: Полезные советы | Распространенные ошибки | Поиск неисправностей | Цены | Альтернативы
Почему стоит доверять этому руководству?
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 автоматизация 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.
Учебное пособие по Copper CRM
This How to Use Copper CRM tutorial walks through the whole process, from your first login to sales reporting.
Медный CRM
The only sales CRM recommended by Google. Copper lives inside your Gmail inbox, logs email automatically, and kills manual data entry. Start free — no credit card required.
Начало работы с Copper CRM
Finish this setup once and every feature below will work.
Это займет около трех минут.
Here is what to expect on your first login:
Теперь давайте рассмотрим каждый шаг.
Шаг 1: Создайте свою учетную запись
Go to the Copper website and click Start Free Trial.
Sign up with the Google account your team already uses for email.
✓ Контрольная точка: Check your inbox for the confirmation email.
Шаг 2: Установите расширение для 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 и Android.
Вот как выглядит панель управления:
✓ Контрольная точка: The Copper sidebar appears on the right of Gmail.
Шаг 3: Завершение первоначальной настройки
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.
✅ Готово: Вы готовы использовать любую из перечисленных ниже функций.
Как использовать автоматизированные задачи Copper CRM
Автоматизированные задачи 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.
Вот пошаговая инструкция по его использованию.
Шаг 1: Откройте запись
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Follow-ups now create themselves, so client communication stays on time.
💡 Полезный совет: Set renewal tasks 60 days out, not 30, so you have room to negotiate.
Как использовать шаблоны электронных писем Copper CRM
Шаблоны электронных писем 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.
Вот пошаговая инструкция по его использованию.
Шаг 1: Откройте библиотеку шаблонов.
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: You can run personal mass outreach in minutes instead of hours.
💡 Полезный совет: Keep one template per pipeline stage and name them by stage number.
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.
Вот пошаговая инструкция по его использованию.
Step 1: Open Workflow Automation
Head to Settings and choose Workflow Automation.
Pick the pipeline or object you want to automate.
Шаг 2: Установите триггер
Choose an event such as a stage change or a new lead.
Keep one trigger per workflow so the logic stays readable.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Routine admin runs itself and your records stay current.
💡 Полезный совет: Build one workflow, watch it for a week, then build the next.
How to Import Copper CRM Data
Импорт данных 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.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: Your record count matches the spreadsheet row count.
Шаг 3: Проверка и подтверждение
Run the import, then spot-check twenty records for accuracy.
Copper automatically matches People to Companies using the email domain.
✅ Результат: Your whole customer database now lives in one searchable place.
💡 Полезный совет: Import companies before people, so Copper links them correctly on the first pass.
Как использовать медные CRM-конвейеры
Трубопроводы 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.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Every deal has a visible stage and a clear next action.
💡 Полезный совет: Cap your pipeline at six stages, or team adoption drops fast.
Как использовать Copper CRM для отслеживания лидов
Отслеживание потенциальных клиентов lets you score, segment, and track leads until they are ready to buy.
Lead management decides which prospects deserve your attention this week.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Your sales reps spend their time on the leads most likely to close.
💡 Полезный совет: Review your lead scoring model quarterly against deals you actually closed.
How to Use Copper CRM Sales Report
Отчетность по продажам 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.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: 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 рано.
✅ Результат: You can answer forecast questions with data instead of guesses.
💡 Полезный совет: Pin one activity report to your Monday meeting and never change it mid-quarter.
Как использовать Copper CRM и 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.
Вот пошаговая инструкция по его использованию.
Шаг 1: Установите расширение
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Copper logs email automatically, ending most manual data entry.
💡 Полезный совет: Turn on automatic email logging before you invite the rest of your team.
How to Manage Copper CRM Projects
Управление проектами 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.
Вот пошаговая инструкция по его использованию.
Шаг 1: Создайте проект
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Every customer’s delivery work sits beside their sales history.
💡 Полезный совет: Copy a project template for repeat services so kickoff takes five minutes.
Советы и сочетания клавиш для Copper CRM Pro
After two years of daily use, these are the habits that saved me the most time.
Клавиатурные сочетания
| Действие | Быстрый доступ |
|---|---|
| Глобальный поиск | / |
| Создать новую запись | C |
| Add a task | T |
| Save and close | Ctrl + Enter |
Скрытые функции, которые большинство людей упускают из виду.
- Weekly User Вебинар: Copper runs a live webinar open to everyone, and you can attend it as many times as you want.
- Форум сообщества: 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.
Распространенные ошибки при работе с медью в CRM, которых следует избегать.
Mistake #1: Importing dirty data
❌ Неправильно: Dumping an old spreadsheet straight into Copper with duplicate rows and blank company fields.
✅ Справа: Clean the file in Google Sheets first, then import companies before people so Copper links them.
Mistake #2: Building fifteen pipeline stages
❌ Неправильно: Mapping every internal step, which makes the board unreadable and kills team adoption.
✅ Справа: Use four to six stages that match how your sales reps actually describe a deal.
Mistake #3: Skipping lead scoring
❌ Неправильно: Treating every lead the same and calling them in the order they arrived.
✅ Справа: Score leads on fit and behaviour, then focus your week on the top tier.
Устранение неполадок Copper CRM
Problem: Emails are not logging automatically
Причина: The Chrome extension lost its Google permissions after a password change.
Исправить: 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
Причина: Your file used a different email column than the existing records.
Исправить: 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
Причина: Someone renamed a pipeline stage the workflow was watching.
Исправить: Open Workflow Automation, check the trigger, and re-select the current stage name. Save, then move one test deal to confirm it runs.
📌 Примечание: If none of these fix your issue, contact Copper CRM support or post in the Community Forum.
Что такое Copper CRM?
Медный CRM is customer relationship management software built for Google Workspace users.
Think of it as a sales layer that sits on top of Gmail.
A CRM is an essential part of modern selling.
The end goal is fewer manual processes and more time with customers.
It is the only sales CRM recommended by Google, and that integration is the whole point.
Copper automatically populates records with data from your Google apps, so manual entry mostly disappears.
Посмотрите этот краткий обзор:
В его состав входят следующие ключевые особенности:
- Автоматизированные задачи: Task reminders for follow-ups, renewals, and every promise you make on calls
- Шаблоны электронных писем: Reusable messages with merge fields for efficient mass outreach
- Create Workflows: Rules that update records and assign work without a person clicking
- Импорт данных: A guided path for importing data from spreadsheets into Copper
- Конвейеры: Customizable, drag-and-drop pipeline stages that match your sales process
- Отслеживание потенциальных клиентов: Lead management with scoring, segments, and clean conversion
- Отчетность по продажам: Custom reports that track team activity for real accountability
- Google Workspace CRM: Deep integration with Gmail, Google Calendar, Google Drive, and Google Docs
- Управление проектами: Project tracking for deliverables inside the customer record
Полный обзор смотрите в нашем разделе Обзор Copper CRM.
Ценообразование CRM на медь
Here is what Copper CRM costs in 2026:
| План | Цена | Лучше всего подходит для |
|---|---|---|
| Стартер | 9 долларов за место в месяц | One person testing Copper as their first CRM |
| Базовый | 23 доллара за место в месяц | Small teams that need pipelines and Gmail integration |
| Профессиональный | 59 долларов за место в месяц | Growing sales teams needing workflow automation and reporting |
| Бизнес | 99 долларов за место в месяц | Larger teams needing unlimited records and full customization |
Бесплатная пробная версия: Да, на 14 дней, кредитная карта не требуется.
Гарантия возврата денег: 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.
💰 Лучшее соотношение цены и качества: Professional — workflow automation and custom reporting make a huge влияние on daily sales work.
Медь CRM против альтернатив
How does Copper compare? Here is the competitive line-up:
Посмотрите это сравнение:
| Инструмент | Лучше всего подходит для | Цена | Рейтинг |
|---|---|---|---|
| Медный CRM | Пользователи Google Workspace | $9-$99/seat/mo | ⭐ 3.5 |
| HubSpot | Marketing plus sales | $0-$90/mo | ⭐ 4.5 |
| Salesforce | Корпоративная отчетность | $25-$330/mo | ⭐ 4.4 |
| Понедельник CRM | Visual pipeline boards | 12–28 долларов в месяц | ⭐ 4.6 |
| Freshsales CRM | Встроенные функции вызова | $9-$59/mo | ⭐ 4.5 |
| Проницательный | CRM plus projects | 29-99 долларов в месяц | ⭐ 4.0 |
| Капсульная CRM | Budget simplicity | $18-$54/mo | ⭐ 4.4 |
| ActiveCampaign | Drip campaigns | $15-$145/mo | ⭐ 4.5 |
Краткий выбор:
- Лучший вариант в целом: HubSpot — more features and a free tier for most businesses
- Оптимальный бюджет: Capsule CRM — real pipelines at a low price per person
- Лучший вариант для начинающих: Copper CRM — it looks and behaves like Gmail
- Best for business development: Salesforce — deepest reporting and forecasting at scale
🎯 Альтернативы CRM на основе меди
Ищете альтернативы Copper CRM? Вот лучшие варианты:
- 🚀 GoHighLevel: All-in-one agency platform with funnels, drip campaigns, and white-label access.
- 💰 Кеап: Малый бизнес 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.
- 👶 Народ: Lightweight contact management for founders who want a friendly first CRM.
- 🔥 Немедленно: Cold outreach at scale with inbox разогревать and reply tracking.
- 🔧 ClickUp: Project work and sales tracking inside one flexible tool.
- 📊 CRM в понедельник: Colorful boards that non-technical sales teams pick up quickly.
- ⭐ Капсульная CRM-система: Simple, affordable contact and pipeline tracking for very small teams.
- 💼 Insightly: 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.
Полный список смотрите в нашем Альтернативы CRM на основе меди гид.
⚔️ Сравнение CRM-материалов на основе меди
Here is how Copper stacks up against each competitor:
- Copper CRM против GoHighLevel: GoHighLevel wins on marketing breadth. Copper wins for teams living inside Gmail.
- Copper CRM против Keap: Keap adds payments and invoicing. Copper stays simpler and easier to learn.
- Copper CRM против ActiveCampanion: ActiveCampaign wins on drip campaigns. Copper wins on Google integration and daily usability.
- Copper CRM против HubSpot: HubSpot has a free plan and more features. Copper feels lighter to adopt.
- Copper CRM против ClickFunnels: Different jobs. ClickFunnels sells; Copper manages the relationship afterwards.
- Copper CRM против фолка: Folk is cheaper and simpler. Copper offers real pipelines and workflow automation.
- Copper CRM против мгновенного обновления: Instantly is built for cold email volume. Copper handles the full relationship.
- Copper CRM против ClickUp: ClickUp wins on project depth. Copper wins on pipelines and Gmail context.
- Copper CRM против Monday CRM: Monday is more visual. Copper is more focused on Google-native selling.
- Медная CRM против капсульной CRM: Capsule costs less per person. Copper offers stronger automation and Google integration.
- Copper CRM против Insightly: Closest match on paper. Insightly reports better; Copper is easier daily.
- Copper CRM против Freshsales CRM: Freshsales bundles calling and AI scoring. Copper keeps a cleaner Gmail-first workflow.
- Copper CRM против Salesforce: Salesforce scales further. Copper needs no admin and works from day one.
- Copper CRM против Zendesk: Zendesk is a support tool. Copper is a sales CRM with projects.
Начните использовать Copper CRM прямо сейчас!
Вы научились использовать все основные функции Copper CRM:
- ✅ Автоматизированные задачи
- ✅ Шаблоны электронных писем
- ✅ Create Workflows
- ✅ Импорт данных
- ✅ Трубопроводы
- ✅ Отслеживание потенциальных клиентов
- ✅ Отчетность по продажам
- ✅ Google Workspace CRM
- ✅ Управление проектами
Следующий шаг: Pick one feature and try it today.
Большинство людей начинают с автоматизированных задач.
It takes less than five minutes and pays for itself the first week.
Часто задаваемые вопросы
Как работает 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.
Как пошагово использовать CRM-систему?
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.
Для чего используется 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.
Как раньше называлась система 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.
Есть ли у Copper CRM приложение?
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.
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