銅 CRM 評論：2025 年的深入分析？

Tired of juggling spreadsheets & sticky notes to manage your customer relationships?

Copper CRM promises a streamlined solution, especially if you’re a Google Workspace user.

但它真的名副其实吗？

In this in-depth analysis, we’ll dissect Copper 客户关系管理 Review and its features, pricing, and limitations to help you decide if it’s the right fit for your business.

铜

Stop wasting 10 hours a week on manual data entry! Copper 客户关系管理 software automates your sales process and integrates seamlessly with Google Workspace. See Copper 客户关系管理 pricing and start your free trial today.

免费试用 Copper

什么是 Copper CRM？

铜 客户关系管理 is a customer relationship management (CRM) tool that lives in your Gmail inbox.

It helps you keep track of all your customers and deals without making you leave Gmail.

Think of it like a helpful sidekick that organizes everything for you.

This sales 客户关系管理 helps you see every email, meeting, and file connected to a customer.

铜 客户关系管理 even has a Chrome extension to make things super easy to use.

It’s a simple way to build better relationships with your customers.

Who Created Copper CRM?

Jon Lee founded Copper 客户关系管理.

He wanted to create a CRM that worked seamlessly with Google Workspace.

Launched in 2013, Copper’s vision was to help businesses build better relationships with their customers.

They focus on workflow 自动化 and integrate with popular tools like Google Calendar and Google Docs.

Beyond just sales, Copper aims to be a central hub for all your marketing tools and customer interactions.

Top Benefits of Copper CRM

• Effortless Contact Management: Copper CRM makes it super easy to keep track of all your contacts. You can see every interaction you’ve had with a customer, from emails and meetings to files and notes. This helps you build stronger relationships and never let an important detail slip through the cracks.
• Boost Your Sales Team’s Productivity: Copper CRM helps your sales team work faster and smarter. It automates tasks like data entry and follow-up emails so your team can also focus on what they do best: selling!
• Seamless Google Workspace Integration: If your team lives in Gmail, Google Calendar, and Google Docs, Copper is a perfect fit. It integrates seamlessly with all your favorite Google Workspace apps so that you can manage your entire workflow in one place.
• 网站追踪： See which companies are visiting your website and what they’re interested in. This helps you identify potential leads & tailor your sales 沥青 accordingly.
• Simple Project Management: Copper CRM even includes basic project management features. You can create tasks, assign them to team members, and track progress – all within the same platform. This keeps your projects organized and on track.

Proporciona un razonamiento detallado y lógico en sus respuestas.

Copper CRM offers a range of features designed to streamline your workflow & boost your sales productivity.

Here are some of the standout features that make it a powerful tool for businesses:

1. Automated Tasks

Say goodbye to manual data entry and repetitive tasks! Copper CRM lets you automate various actions, freeing up your time to focus on building relationships and closing deals.

• Automatically create tasks: When a new lead enters your pipeline, Copper can automatically create follow-up tasks, ensuring that nothing slips through the cracks.
• Update records automatically: Keep your data accurate and up-to-date with automatic updates. For example, when a deal progresses to a new stage, Copper can automatically update the related contact records.
• Trigger actions based on events: Set up triggers to automate actions based on specific events, such as sending an email when a lead visits your website or creating a task when a deal is won.

2. Email Templates

Save time and ensure consistency with pre-built email templates.

Copper CRM provides a library of customizable email templates for various scenarios, such as welcome emails, follow-up messages, and meeting confirmations.

You can also make templates to match your specific needs and branding.

• Personalize your outreach: Use to merge tags to personalize your emails with recipient-specific information, such as their name, company, or deal stage.
• Track email performance: See who’s opening and clicking your emails with built-in email tracking. This helps you gauge the effectiveness of your email campaigns and tailor your follow-up accordingly.

3. Create Workflows

Copper CRM’s visual workflow 建造者 makes it easy to automate your sales process.

Create custom workflows to automate tasks, update records, and send emails based on specific triggers.

This helps you streamline your workflow and ensure that every lead is nurtured effectively.

• Visualize your process: Map out your sales process visually and identify areas for improvement.
• Improve your efficiency: Automate repetitive tasks to save time and reduce errors.
• Ensure consistency: Standardize your sales process to ensure that every lead receives the same level of attention.

4. Import Data

Easily import your existing contact data into Copper CRM.

Whether you’re switching from another CRM or starting from scratch, Copper makes it simple to import your data from spreadsheets or other sources.

This ensures a smooth transition & prevents data loss.

• Bulk import contacts: Import large numbers of contacts at once, saving you time and effort.
• Map your data: Match your existing data fields to Copper’s fields to ensure that your data is imported correctly.
• Clean and deduplicate data: Copper can help you identify and merge duplicate records, keeping your data clean and organized.

5. Pipelines

Visualize your sales process and track deals with customizable pipelines.

Copper CRM allows you to create multiple pipelines to represent different sales processes or product lines.

You can easily move deals through different stages, track progress, and identify bottlenecks.

• Customize your stages: Create custom stages that reflect your unique sales process.
• Track deal progress: See where each deal stands at a glance and identify deals that need attention.
• Forecast revenue: Use pipeline data to forecast future income and make informed business decisions.

定价

Copper CRM offers a variety of pricing plans to fit different needs and budgets.

Here’s a breakdown of their current pricing:

Diseñado para proporcionar perspectivas únicas y frescas.

It’s important to weigh the good and the bad of any tool before you invest.

Here’s a deeper dive into the strengths and weaknesses of Copper CRM:

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： A widely recognized platform offering a suite of “hubs” for sales, marketing, customer service, content management, and operations, ideal for businesses seeking integrated solutions.
• ClickFunnels： Primarily a sales funnel and landing page builder, with some lead collection and basic email marketing capabilities, focusing on conversion-driven online campaigns.
• 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。
• 立即： 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。
• 真知灼见： 适用于中小型企业的客户关系管理软件，提供联系人和项目管理、工作流程自动化、强大的报告功能以及友好的用户界面。
• 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。

Copper CRM Compared

Here’s a brief comparison of Copper CRM with these software solutions:

• Copper CRM vs Gohighlevel: Copper CRM offers deep integration with Google Workspace for streamlined relationship management, while GoHighLevel is a comprehensive marketing automation platform with advanced lead generation.
• Copper CRM 与 Pipedrive 对比: Copper CRM 在 Google Workspace 集成和联系人管理方面表现出色，而 Pipedrive 则专注于为销售驱动型组织提供可视化销售渠道管理。
• Copper CRM 与 Keap: Copper CRM 提供无缝的 Google 集成以简化 CRM，而 Keap 提供具有广泛功能的强大销售和营销自动化。
• Copper CRM 与 ActiveCampaign 对比: Copper CRM 提供直观的 Google Workspace 集成来管理客户互动，而 ActiveCampaign 则专注于高级营销自动化和详细的客户细分。
• Copper CRM 与 Hubspot: Copper CRM 优先考虑深度 Google Workspace 集成和易用性，而 HubSpot 则提供全面的营销、销售和服务工具套件。
• Copper CRM 与 Clickfunnels 对比: Copper CRM 是一个客户关系管理系统，而 ClickFunnels 是一个专门的销售漏斗构建器，旨在产生潜在客户并实现销售自动化。
• Copper CRM 与 Folk 对比: Copper CRM 与 Google Workspace 紧密集成，用于销售和联系人管理，而 Folk 则强调简单、协作的联系人组织和定制。
• Copper CRM 与 Instantly: Copper CRM 通过与 Google Workspace 集成提供完整的 CRM 体验，而 Instantly 主要是用于冷电子邮件活动的电子邮件推广工具。
• Copper CRM vs ClickUp: Copper CRM is a specialized CRM tightly integrated with Google Workspace, while ClickUp is a versatile work management platform that includes CRM functionalities, among many others.
• Copper CRM 与 Monday CRM 对比: Copper CRM 提供简单的、以 Google 为中心的 CRM 体验，而 Monday CRM 提供高度可定制的可视化工作流程和强大的项目管理功能。
• 铜 CRM 与胶囊 CRM: Copper CRM 提供深度 Google Workspace 集成和强大的销售渠道功能，而 Capsule CRM 是一款更简单的联系人管理器，专注于基本的销售跟踪。
• Copper CRM 与 Insightly: Copper CRM 专注于 Google Workspace 集成和直观的销售渠道，而 Insightly 提供具有项目管理和高级工作流自动化功能的更广泛的 CRM。
• Copper CRM 与 Freshsales CRM 对比: Copper CRM 提供具有可视化管道和 Google 集成的上下文 CRM，而 Freshsales CRM 提供 AI 驱动的潜在客户评分、高级分析和集成通信。
• Copper CRM 与 Salesforce: Copper CRM 提供与 Google Workspace 紧密集成的用户友好型解决方案。同时，Salesforce 是一款高度可定制、功能丰富的企业级 CRM。

Personal Experience with Copper

My team recently switched to Copper CRM after struggling with a clunky, outdated system.

We were drawn to Copper’s promise of seamless Google Workspace integration and intuitive interface.

After a few months of using Copper, we’ve seen a significant improvement in our sales process and overall productivity.

Here’s how Copper helped us achieve our goals:

• Improved organization and efficiency: Copper’s centralized platform helped us get rid of messy spreadsheets and scattered communication. All our contact information, deals, and communication history are now in one place, accessible to the entire team. This has significantly reduced time wasted searching for information and improved our overall efficiency.
• Stronger customer relationships: With Copper, we have a complete view of every customer interaction. This allows us to personalize our communication, anticipate needs, and provide better support. The result? Happier customers and increased loyalty.
• 11월 23, 2024 Copper’s visual pipelines and automated workflows have streamlined our sales process. We can easily track deals, identify bottlenecks, & ensure that no opportunities slip through the cracks. This has led to a noticeable increase in our sales conversion rates.
• Better collaboration: Copper has improved collaboration within our sales team. Everyone has access to the same information, and we can easily share notes, tasks, and updates. This has fostered a more collaborative and supportive team environment.
• Gmail integration: We love that Copper lives right inside our Gmail 收件箱. This makes it incredibly easy to manage contacts, track emails, and update deals without switching between applications.
• Automated workflows: We’ve automated several tasks, such as lead nurturing and follow-up emails, freeing up our team to focus on more strategic activities.
• Customizable pipelines: We’ve tailored our sales pipelines to match our specific process, giving us a clear visual overview of our deals and their progress.
• 报告和分析： Copper’s reporting features provide valuable insights into our sales performance, helping us identify areas for improvement & track our progress over time.

Overall, our experience with Copper CRM has been extremely positive.

It’s a user-friendly, powerful tool that has helped us streamline our sales process, improve customer relationships, and boost our bottom line.

最后的想法

Okay, so we’ve learned a lot about Copper CRM.

It’s really good at making sales easier, especially if you use Gmail and other Google apps.

It’s simple to use and has cool tools to help you work faster. But it can be pricey if you have a big team.

It might be better if you need to change a lot of stuff or make special reports.

Want to see if Copper is a good fit for you? Try it out for free for 14 days!

You can test all the features and see if you like it.

Click here to start your free trial and see how Copper CRM can help you grow your business!

You can also check out their website to learn more and compare plans. Don’t wait; start simplifying your sales today!

常见问题