How to Use Copper CRM: Best CRM Tool in 2025?

Ever feel like you’re juggling too many balls when dealing with customers?

That’s where customer relationship management (CRM) software comes in.

Think of it as your super-organized digital assistant.

铜 客户关系管理 is one of these tools, and it’s really good at smoothing the sales process.

In this guide, we’ll show you how to use Copper 客户关系管理, even if you’re a total beginner.

让我们开始吧！

铜标准物质

Ditch the Das bedeutet, dass Ihr entry drudgery! Copper 客户关系管理 seamlessly integrates with Google Workspace, so you can manage leads and close deals without leaving your inbox.

Try Copper for free 阅读完整评论

Getting Started with Copper CRM

Okay, so you’re ready to give Copper 客户关系管理 a try?

Awesome! Here’s how to get started:

Signing Up

• Head over to the Copper 客户关系管理 website. You’ll see a big button that says “Free Trial” or “Get Started.” Click it!
• They have several different plans to choose from. The basic plan is probably enough if you’re starting out. You can always upgrade 之后 if you need more features.
• The best part? Copper 客户关系管理 works seamlessly with your Google account. So, if you use Gmail or Google Calendar, setting up will be super easy.

Finding Your Way Around

When you first log in, you’ll see the Copper CRM dashboard.

Think of this as your home base. It gives you a quick overview of your sales.

Here are some of the main things you’ll see:

• Leads: These are potential customers who have shown interest in your 商业.
• People: This is where you store all your contact information for leads, customers, and anyone else you work with.
• Companies: If you work with businesses, you can keep track of them here.
• Pipelines: This is where you see your sales process in action. It shows you where each deal is, from the first contact to closing the sale.

Don’t worry if it seems like a lot at first. You’ll get the hang of it quickly! Copper CRM is designed to be user-friendly, and you can customize it to work best for you.

Why is this important for your business?

• Sales reps can easily see what’s going on with their deals and stay organized.
• You can connect Copper CRM to your Google Calendar to schedule meetings and reminders.
• Workflow automation could help you save time by automating tasks like sending emails or updating records.
• Copper CRM can support your overall business development efforts by streamlining your sales process.

In the next section, we’ll learn how to add and manage your contacts in Copper CRM. Let’s go!

Managing Your Contacts in Copper

Contacts are key to any CRM.

Copper CRM makes managing them a breeze!

添加联系人

• 手动 Enter contact details yourself.
• 进口： Bring in contacts from spreadsheets like Google Sheets or other CRMs.
• Chrome extension: Quickly grab contact info from emails and websites.

Staying Organized

• Contact types: Group contacts (leads, customers, etc.).
• Tags: Categorize contacts with labels (e.g., “hot prospect”).
• Notes: Add essential details to contact profiles.

Finding Contacts Fast

• Search: Find contacts by name, email, company, etc.
• Filters: Create custom filters to find specific contacts (e.g., “leads in California”).

Why this matters:

• Strong lead management helps you track and nurture leads.
• Easy sharing of contact info with your team using Google Sheets and Google Docs.
• Build better relationships by monitoring interactions and adding notes.
• Lead scoring helps you to focus on the most promising leads.

On to the next step: working with leads and opportunities!

Working with Leads and Opportunities

Leads are potential customers, and opportunities are deals you’re working on.

Copper CRM helps you manage both!

What are Leads?

Leads are people or companies who might be interested in what you sell.

Copper CRM helps you track leads so you remember them.

You can add notes about each lead, like where they came from and their interest.

Turning Leads into Opportunities

When a lead gets severe, it becomes an opportunity!

This means you’re moving them through your sales process. Copper CRM helps you see where each deal is at.

The Sales Pipeline

The sales pipeline is like a map of your sales process.

It shows you each step a deal goes through, from the first contact to the final sale.

Copper CRM makes it easy to see what’s happening with each opportunity.

Why this matters:

• Easily track leads and take advantage of every chance to connect.
• Smoothly move leads through your sales process and increase your chances of closing deals.
• See your sales pipeline and identify any bottlenecks.
• Improve team adoption by providing a clear and visual way to manage the sales process.
• Use email templates to communicate effectively with leads and opportunities at each pipeline stage.

Next, we’ll look at how Copper CRM can automate your work and save you time!

Automating Your Workflow with Copper

Imagine if Copper CRM could do some of your work for you.

That’s what automation is all about!

Why Automate?

Automation saves you time and helps you get more done.

It’s like having a robot assistant that handles repetitive tasks.

What Can Copper Automate?

• Emails: Copper can send emails automatically, like welcome messages to new leads or follow-up messages after a meeting.
• Tasks: It can create reminders for you, like “call this lead tomorrow” or “send a proposal next week.”
• 工作流程： You could set up workflows to automate whole processes, like moving a lead to the next stage when they take a specific action.

How Does This Help You?

• More free time: Spend less time on busy work and more on what matters, like talking to customers.
• Fewer mistakes: Automation helps you avoid errors that can happen when you do things manually.
• Happier customers: Stay in touch with your customers without lifting a finger.

Examples of automation in action:

• Send a welcome email to every new lead that enters your Gmail 收件箱.
• Make a task to follow up with a lead a week after your initial meeting.
• Use drip campaigns to nurture leads with a series of automated emails.
• Automatically move a lead to the “qualified” stage when they download a resource from your website.

You could focus on building relationships & closing deals by automating your day-to-day work.

Up next, we’ll share some helpful tips & tricks for using Copper CRM like a pro!

Alternatives to Copper CRM

以下是几个 铜 CRM 替代品 并简要介绍每项内容：

• 晋升: 专为代理商和企业设计的一体化营销和销售平台，提供包括漏斗构建器、电子邮件营销、短信自动化和客户管理在内的全面工具。
• Pipedrive： 这是一款以销售为中心的 CRM，以直观的可视化销售管道著称，帮助团队高效地管理交易和跟踪进度。
• 买: 专门为小型企业提供自动化服务，将客户关系管理功能与电子邮件营销和销售管道管理相结合。
• ActiveCampaign： 客户体验自动化平台集成了营销、销售和电子商务功能，可实现个性化沟通和自动化工作流程。
• HubSpot： 一个广受认可的平台，为销售、营销、客户服务、内容管理和运营提供一整套 "枢纽"，是寻求集成解决方案的企业的理想选择。
• ClickFunnels： 主要是销售漏斗和着陆页 建造者该职位需要具备一定的线索收集能力和基本的电子邮件营销能力，重点关注转化驱动型在线营销活动。
• 民间： 简单、集成、主动的 CRM，具有销售管道、电子邮件营销活动、联系人管理和工作流程自动化等功能。
• 即刻： 该公司专注于寻找和 冷电子邮件 外联，提供客户关系管理、线索跟踪和销售流程自动化。
• 点击: 多功能工作管理平台，可定制为 CRM，提供联系人管理、销售管道视图、电子邮件集成和可定制仪表板等功能。
• 周一 CRM： 这是一个高度可定制的平台，结构类似电子表格，可进行全周期销售线索管理、销售预测、电子邮件同步和活动跟踪。
• 胶囊 客户关系管理： 这是一款以增长为导向的 CRM，设计简单，可帮助企业管理联系人、跟踪销售交易，并利用多管道和任务管理等功能维护客户关系。
• 洞察： A CRM suitable for small to mid-sized businesses, offering contact and project management, workflow automation, and robust 报告, along with a user-friendly interface.
• Freshsales CRM： 这是一个经济高效的选择，可为销售团队提供广泛的功能，包括线索沟通、转换工具、基于人工智能的线索评分和强大的集成功能。
• Salesforce： 一个强大的、行业领先的 CRM 平台，为销售、营销和服务提供广泛的功能，以其高度的可定制性和可扩展性而闻名，适用于大型企业。
• Zendesk： 主要是一个客户服务和支持平台，同时提供强大的客户关系管理功能，提供端到端的客户互动管理和分析。

结论

So there you have it! You’ve learned the basics of Copper CRM.

It’s a really helpful tool for keeping your contacts organized, managing your leads, and making more sales.

The best part is that it’s super easy to use, especially if you’re already using Gmail and Google Calendar.

Don’t forget that Copper CRM can even do some of the work for you with automation!

Now it’s time to try it out for yourself!

See how Copper CRM can help your business grow.

If you get stuck, remember that Copper has tons of helpful resources on their website.

祝您销售愉快

常见问题