Hướng dẫn nhanh
Hướng dẫn này bao gồm tất cả các tính năng của Copper CRM:
- Bắt đầu — Create your account and connect Google Workspace
- Cách sử dụng các tác vụ tự động — Set task reminders for follow-ups and contract renewals so nothing slips
- Cách sử dụng mẫu email — 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
- Hướng dẫn sử dụng tính năng Nhập dữ liệu — Move contacts and companies from spreadsheets into your first CRM cleanly
- Cách sử dụng Pipelines — Drag opportunities through pipeline stages that mirror your real sales process
- Cách sử dụng tính năng Theo dõi khách hàng tiềm năng — Score, segment, and track leads until they are ready to buy
- Cách sử dụng báo cáo bán hàng — Turn raw activity data into insight your sales team can act on
- Hướng dẫn sử dụng Google Workspace CRM — Work from your Gmail inbox with Google Calendar, Docs, and Drive
- Hướng dẫn sử dụng Quản lý dự án — Run delivery work inside the same records that hold your customers
Thời gian cần thiết: 5 phút cho mỗi phim
Cũng trong hướng dẫn này: Mẹo chuyên nghiệp | Những lỗi thường gặp | Khắc phục sự cố | Chạy | Các lựa chọn thay thế
Tại sao nên tin tưởng hướng dẫn này?
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 tự động hóa 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.
Hướng dẫn sử dụng Copper CRM
This How to Use Copper CRM tutorial walks through the whole process, from your first login to sales reporting.
Đồng 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.
Hướng dẫn bắt đầu sử dụng Copper CRM
Finish this setup once and every feature below will work.
Quá trình này mất khoảng ba phút.
Here is what to expect on your first login:
Bây giờ chúng ta hãy cùng xem xét từng bước một.
Bước 1: Tạo tài khoản của bạn
Go to the Copper website and click Start Free Trial.
Sign up with the Google account your team already uses for email.
✓ Điểm kiểm tra: Check your inbox for the confirmation email.
Bước 2: Cài đặt tiện ích mở rộng 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 và Android.
Đây là giao diện của bảng điều khiển:
✓ Điểm kiểm tra: The Copper sidebar appears on the right of Gmail.
Bước 3: Hoàn tất thiết lập ban đầu
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.
✅ Hoàn thành: Bạn đã sẵn sàng sử dụng bất kỳ tính năng nào bên dưới.
Hướng dẫn sử dụng tính năng tự động hóa tác vụ trong Copper CRM
Các tác vụ tự động 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.
Dưới đây là hướng dẫn sử dụng từng bước.
Bước 1: Mở một bản ghi
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: Follow-ups now create themselves, so client communication stays on time.
💡 Mẹo hay: Set renewal tasks 60 days out, not 30, so you have room to negotiate.
Hướng dẫn sử dụng mẫu email trong Copper CRM
Mẫu email 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.
Dưới đây là hướng dẫn sử dụng từng bước.
Bước 1: Mở Thư viện mẫu
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: You can run personal mass outreach in minutes instead of hours.
💡 Mẹo hay: 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.
Dưới đây là hướng dẫn sử dụng từng bước.
Step 1: Open Workflow Automation
Head to Settings and choose Workflow Automation.
Pick the pipeline or object you want to automate.
Bước 2: Thiết lập bộ kích hoạt
Choose an event such as a stage change or a new lead.
Keep one trigger per workflow so the logic stays readable.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: Routine admin runs itself and your records stay current.
💡 Mẹo hay: Build one workflow, watch it for a week, then build the next.
How to Import Copper CRM Data
Nhập dữ liệu 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.
Dưới đây là hướng dẫn sử dụng từng bước.
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: Your record count matches the spreadsheet row count.
Bước 3: Xem xét và xác nhận
Run the import, then spot-check twenty records for accuracy.
Copper automatically matches People to Companies using the email domain.
✅ Kết quả: Your whole customer database now lives in one searchable place.
💡 Mẹo hay: Import companies before people, so Copper links them correctly on the first pass.
Cách sử dụng Copper CRM Pipelines
Đường ống 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.
Dưới đây là hướng dẫn sử dụng từng bước.
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: Every deal has a visible stage and a clear next action.
💡 Mẹo hay: Cap your pipeline at six stages, or team adoption drops fast.
Hướng dẫn sử dụng Copper CRM để theo dõi khách hàng tiềm năng
Theo dõi khách hàng tiềm năng lets you score, segment, and track leads until they are ready to buy.
Lead management decides which prospects deserve your attention this week.
Dưới đây là hướng dẫn sử dụng từng bước.
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: Your sales reps spend their time on the leads most likely to close.
💡 Mẹo hay: Review your lead scoring model quarterly against deals you actually closed.
How to Use Copper CRM Sales Report
Báo cáo bán hàng 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.
Dưới đây là hướng dẫn sử dụng từng bước.
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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 sớm.
✅ Kết quả: You can answer forecast questions with data instead of guesses.
💡 Mẹo hay: Pin one activity report to your Monday meeting and never change it mid-quarter.
Hướng dẫn sử dụng Copper CRM và 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.
Dưới đây là hướng dẫn sử dụng từng bước.
Bước 1: Cài đặt tiện ích mở rộng
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: Copper logs email automatically, ending most manual data entry.
💡 Mẹo hay: Turn on automatic email logging before you invite the rest of your team.
How to Manage Copper CRM Projects
Quản lý dự án 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.
Dưới đây là hướng dẫn sử dụng từng bước.
Bước 1: Tạo dự án
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.
Đây là hình ảnh minh họa:
✓ Điểm kiểm tra: 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.
✅ Kết quả: Every customer’s delivery work sits beside their sales history.
💡 Mẹo hay: Copy a project template for repeat services so kickoff takes five minutes.
Mẹo và thủ thuật chuyên nghiệp với Copper CRM
After two years of daily use, these are the habits that saved me the most time.
Phím tắt
| Hoạt động | Phím tắt |
|---|---|
| Tìm kiếm toàn cầu | / |
| Tạo bản ghi mới | C |
| Add a task | T |
| Save and close | Ctrl + Enter |
Những tính năng ẩn mà hầu hết mọi người bỏ lỡ
- Weekly User Weivar: Copper runs a live webinar open to everyone, and you can attend it as many times as you want.
- Diễn đàn cộng đồng: 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.
Những lỗi thường gặp cần tránh trong Copper CRM
Mistake #1: Importing dirty data
❌ Sai: Dumping an old spreadsheet straight into Copper with duplicate rows and blank company fields.
✅ Bên phải: Clean the file in Google Sheets first, then import companies before people so Copper links them.
Mistake #2: Building fifteen pipeline stages
❌ Sai: Mapping every internal step, which makes the board unreadable and kills team adoption.
✅ Bên phải: Use four to six stages that match how your sales reps actually describe a deal.
Mistake #3: Skipping lead scoring
❌ Sai: Treating every lead the same and calling them in the order they arrived.
✅ Bên phải: Score leads on fit and behaviour, then focus your week on the top tier.
Khắc phục sự cố Copper CRM
Problem: Emails are not logging automatically
Gây ra: The Chrome extension lost its Google permissions after a password change.
Sửa chữa: 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
Gây ra: Your file used a different email column than the existing records.
Sửa chữa: 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
Gây ra: Someone renamed a pipeline stage the workflow was watching.
Sửa chữa: Open Workflow Automation, check the trigger, and re-select the current stage name. Save, then move one test deal to confirm it runs.
📌 Ghi chú: If none of these fix your issue, contact Copper CRM support or post in the Community Forum.
Copper CRM là gì?
Đồng 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.
Hãy xem đoạn video tổng quan ngắn này:
Nó bao gồm các tính năng chính sau:
- Các tác vụ tự động: Task reminders for follow-ups, renewals, and every promise you make on calls
- Mẫu email: Reusable messages with merge fields for efficient mass outreach
- Create Workflows: Rules that update records and assign work without a person clicking
- Nhập dữ liệu: A guided path for importing data from spreadsheets into Copper
- Đường ống: Customizable, drag-and-drop pipeline stages that match your sales process
- Theo dõi khách hàng tiềm năng: Lead management with scoring, segments, and clean conversion
- Báo cáo bán hàng: Custom reports that track team activity for real accountability
- Google Workspace CRM: Deep integration with Gmail, Google Calendar, Google Drive, and Google Docs
- Quản lý dự án: Project tracking for deliverables inside the customer record
Để xem đánh giá đầy đủ, hãy xem bài viết của chúng tôi. Đánh giá Copper CRM.
Bảng giá CRM Copper
Here is what Copper CRM costs in 2026:
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Người mới bắt đầu | 9 đô la/ghế/tháng | One person testing Copper as their first CRM |
| Nền tảng | 23 đô la/ghế/tháng | Small teams that need pipelines and Gmail integration |
| Chuyên nghiệp | 59 đô la/ghế/tháng | Growing sales teams needing workflow automation and reporting |
| Việc kinh doanh | 99 đô la/ghế/tháng | Larger teams needing unlimited records and full customization |
Dùng thử miễn phí: Đúng vậy, 14 ngày dùng thử không cần thẻ tín dụng.
Đảm bảo hoàn tiền: 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.
💰 Giá trị tốt nhất: Professional — workflow automation and custom reporting make a huge sự va chạm on daily sales work.
So sánh đồng CRM với các giải pháp thay thế
How does Copper compare? Here is the competitive line-up:
Hãy xem sự so sánh này:
| Dụng cụ | Tốt nhất cho | Giá | Xếp hạng |
|---|---|---|---|
| Đồng CRM | Người dùng Google Workspace | $9-$99/seat/mo | ⭐ 3.5 |
| HubSpot | Marketing plus sales | $0-$90/mo | ⭐ 4.5 |
| Salesforce | Báo cáo doanh nghiệp | $25-$330/mo | ⭐ 4.4 |
| CRM Thứ Hai | Visual pipeline boards | 12-28 đô la/tháng | ⭐ 4.6 |
| Freshsales CRM | Gọi điện thoại tích hợp | $9-$59/mo | ⭐ 4.5 |
| Sâu sắc | Dự án CRM cộng với các dự án khác | 29-99 đô la/tháng | ⭐ 4.0 |
| Capsule CRM | Budget simplicity | $18-$54/mo | ⭐ 4.4 |
| ActiveCampaign | Drip campaigns | $15-$145/mo | ⭐ 4.5 |
Lựa chọn nhanh:
- Tốt nhất tổng thể: HubSpot — more features and a free tier for most businesses
- Ngân sách tốt nhất: Capsule CRM — real pipelines at a low price per person
- Phù hợp nhất cho người mới bắt đầu: Copper CRM — it looks and behaves like Gmail
- Best for business development: Salesforce — deepest reporting and forecasting at scale
🎯 Các giải pháp thay thế cho Copper CRM
Bạn đang tìm kiếm các giải pháp thay thế cho Copper CRM? Dưới đây là những lựa chọn hàng đầu:
- 🚀 GoHighLevel: All-in-one agency platform with funnels, drip campaigns, and white-label access.
- 💰 Keap: Doanh nghiệp nhỏ 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.
- 👶 Dân gian: Lightweight contact management for founders who want a friendly first CRM.
- 🔥 Ngay lập tức: Cold outreach at scale with inbox khởi động and reply tracking.
- 🔧 ClickUp: Project work and sales tracking inside one flexible tool.
- 📊 CRM ngày thứ Hai: Colorful boards that non-technical sales teams pick up quickly.
- ⭐ Capsule CRM: Simple, affordable contact and pipeline tracking for very small teams.
- 💼 Thông minh: 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.
Để xem danh sách đầy đủ, vui lòng xem trang của chúng tôi. Các giải pháp thay thế cho CRM đồng hướng dẫn.
⚔️ So sánh CRM đồng
Here is how Copper stacks up against each competitor:
- So sánh Copper CRM và GoHighLevel: GoHighLevel wins on marketing breadth. Copper wins for teams living inside Gmail.
- So sánh Copper CRM và Keap: Keap adds payments and invoicing. Copper stays simpler and easier to learn.
- So sánh Copper CRM và ActiveCampaign: ActiveCampaign wins on drip campaigns. Copper wins on Google integration and daily usability.
- So sánh Copper CRM và HubSpot: HubSpot has a free plan and more features. Copper feels lighter to adopt.
- So sánh Copper CRM và ClickFunnels: Different jobs. ClickFunnels sells; Copper manages the relationship afterwards.
- Copper CRM so với Folk: Folk is cheaper and simpler. Copper offers real pipelines and workflow automation.
- So sánh Copper CRM và Instantly: Instantly is built for cold email volume. Copper handles the full relationship.
- So sánh Copper CRM và ClickUp: ClickUp wins on project depth. Copper wins on pipelines and Gmail context.
- So sánh Copper CRM và Monday CRM: Monday is more visual. Copper is more focused on Google-native selling.
- So sánh CRM đồng và CRM dạng viên nang: Capsule costs less per person. Copper offers stronger automation and Google integration.
- So sánh Copper CRM và Insightly: Closest match on paper. Insightly reports better; Copper is easier daily.
- So sánh Copper CRM và Freshsales CRM: Freshsales bundles calling and AI scoring. Copper keeps a cleaner Gmail-first workflow.
- So sánh Copper CRM và Salesforce: Salesforce scales further. Copper needs no admin and works from day one.
- So sánh Copper CRM và Zendesk: Zendesk is a support tool. Copper is a sales CRM with projects.
Hãy bắt đầu sử dụng Copper CRM ngay bây giờ!
Bạn đã học cách sử dụng mọi tính năng chính của Copper CRM:
- ✅ Các tác vụ tự động
- ✅ Mẫu email
- ✅ Create Workflows
- ✅ Nhập dữ liệu
- ✅ Đường ống
- ✅ Theo dõi khách hàng tiềm năng
- ✅ Báo cáo bán hàng
- ✅ Google Workspace CRM
- ✅ Quản lý dự án
Bước tiếp theo: Pick one feature and try it today.
Hầu hết mọi người bắt đầu với các tác vụ tự động.
It takes less than five minutes and pays for itself the first week.
Câu hỏi thường gặp
Copper CRM hoạt động như thế nào?
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.
Hướng dẫn sử dụng CRM từng bước một?
Import your contacts, set your pipeline stages, then log every deal as an opportunity. Add tasks for follow-ups, build one workflow, and review your reports weekly.
Copper CRM được dùng để làm gì?
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.
Tên cũ của Copper CRM là gì?
Copper was originally called ProsperWorks. The company rebranded to Copper in 2018 while keeping its focus on being the sales CRM recommended by Google.
Copper CRM có ứng dụng di động không?
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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