快速入门
本指南涵盖了 Copper CRM 的所有功能：
- 入门 — Create your account and connect Google Workspace
- 如何使用自动化任务 — Set task reminders for follow-ups and contract renewals so nothing slips
- 如何使用电子邮件模板 — 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
- 如何使用导入数据 — Move contacts and companies from spreadsheets into your first CRM cleanly
- 如何使用管道 — Drag opportunities through pipeline stages that mirror your real sales process
- 如何使用跟踪线索 — Score, segment, and track leads until they are ready to buy
- 如何使用销售报告 — Turn raw activity data into insight your sales team can act on
- 如何使用 Google Workspace CRM — Work from your Gmail inbox with Google Calendar, Docs, and Drive
- 如何使用管理项目 — Run delivery work inside the same records that hold your customers
所需时间： 每部影片 5 分钟
本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案
为什么信任本指南
I have used Copper 客户关系管理 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 自动化 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.
Copper CRM教程
This How to Use Copper CRM tutorial walks through the whole process, from your first login to sales reporting.
Copper 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.
Copper CRM 入门指南
Finish this setup once and every feature below will work.
大约需要三分钟。
Here is what to expect on your first login:
现在让我们一步一步来。
第一步：创建您的帐户
Go to the Copper website and click Start Free Trial.
Sign up with the Google account your team already uses for email.
✓ 检查点： Check your inbox for the confirmation email.
步骤二：安装 Chrome 扩展程序
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 以及安卓系统。
以下是仪表盘的界面：
✓ 检查点： The Copper sidebar appears on the right of Gmail.
步骤 3：完成初始设置
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.
✅ 完成： 您已准备好使用以下任何功能。
如何使用 Copper CRM 自动化任务
自动化任务 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.
以下是使用步骤详解。
步骤 1：打开记录
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Follow-ups now create themselves, so client communication stays on time.
💡 专业提示： Set renewal tasks 60 days out, not 30, so you have room to negotiate.
如何使用 Copper CRM 电子邮件模板
电子邮件模板 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.
以下是使用步骤详解。
步骤 1：打开模板库
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： You can run personal mass outreach in minutes instead of hours.
💡 专业提示： 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.
以下是使用步骤详解。
Step 1: Open Workflow Automation
Head to Settings and choose Workflow Automation.
Pick the pipeline or object you want to automate.
步骤二：设置触发器
Choose an event such as a stage change or a new lead.
Keep one trigger per workflow so the logic stays readable.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Routine admin runs itself and your records stay current.
💡 专业提示： Build one workflow, watch it for a week, then build the next.
How to Import Copper CRM Data
导入数据 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.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： Your record count matches the spreadsheet row count.
步骤 3：审核和确认
Run the import, then spot-check twenty records for accuracy.
Copper automatically matches People to Companies using the email domain.
✅ 结果： Your whole customer database now lives in one searchable place.
💡 专业提示： Import companies before people, so Copper links them correctly on the first pass.
如何使用 Copper CRM Pipelines
管道 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.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Every deal has a visible stage and a clear next action.
💡 专业提示： Cap your pipeline at six stages, or team adoption drops fast.
如何使用 Copper CRM 跟踪销售线索
追踪领先者 lets you score, segment, and track leads until they are ready to buy.
Lead management decides which prospects deserve your attention this week.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Your sales reps spend their time on the leads most likely to close.
💡 专业提示： Review your lead scoring model quarterly against deals you actually closed.
How to Use Copper CRM Sales Report
销售报告 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.
以下是使用步骤详解。
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.
这就是它的样子：
✓ 检查点： 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 早期的.
✅ 结果： You can answer forecast questions with data instead of guesses.
💡 专业提示： Pin one activity report to your Monday meeting and never change it mid-quarter.
如何使用 Copper CRM 和 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.
以下是使用步骤详解。
步骤 1：安装扩展程序
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Copper logs email automatically, ending most manual data entry.
💡 专业提示： Turn on automatic email logging before you invite the rest of your team.
How to Manage Copper CRM Projects
项目管理 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.
以下是使用步骤详解。
步骤 1：创建项目
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.
这就是它的样子：
✓ 检查点： 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.
✅ 结果： Every customer’s delivery work sits beside their sales history.
💡 专业提示： Copy a project template for repeat services so kickoff takes five minutes.
Copper CRM 专业技巧和快捷方式
After two years of daily use, these are the habits that saved me the most time.
键盘快捷键
| 行动 | 捷径 |
|---|---|
| 全球搜索 | / |
| 创建新记录 | C |
| Add a task | T |
| Save and close | Ctrl + Enter |
大多数人错过的隐藏功能
- Weekly User 网络研讨会: Copper runs a live webinar open to everyone, and you can attend it as many times as you want.
- 社区论坛： 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.
Copper CRM 常见错误及避免方法
Mistake #1: Importing dirty data
❌ 错误： Dumping an old spreadsheet straight into Copper with duplicate rows and blank company fields.
✅ 右图： Clean the file in Google Sheets first, then import companies before people so Copper links them.
Mistake #2: Building fifteen pipeline stages
❌ 错误： Mapping every internal step, which makes the board unreadable and kills team adoption.
✅ 右图： Use four to six stages that match how your sales reps actually describe a deal.
Mistake #3: Skipping lead scoring
❌ 错误： Treating every lead the same and calling them in the order they arrived.
✅ 右图： Score leads on fit and behaviour, then focus your week on the top tier.
Copper CRM故障排除
Problem: Emails are not logging automatically
原因： The Chrome extension lost its Google permissions after a password change.
使固定： 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
原因： Your file used a different email column than the existing records.
使固定： 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
原因： Someone renamed a pipeline stage the workflow was watching.
使固定： Open Workflow Automation, check the trigger, and re-select the current stage name. Save, then move one test deal to confirm it runs.
📌 笔记： If none of these fix your issue, contact Copper CRM support or post in the Community Forum.
Copper CRM是什么？
Copper 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.
观看这段快速概览：
它包含以下主要特点：
- 自动化任务： Task reminders for follow-ups, renewals, and every promise you make on calls
- 电子邮件模板： Reusable messages with merge fields for efficient mass outreach
- Create Workflows: Rules that update records and assign work without a person clicking
- 导入数据： A guided path for importing data from spreadsheets into Copper
- 管道： Customizable, drag-and-drop pipeline stages that match your sales process
- 赛道领先： Lead management with scoring, segments, and clean conversion
- 销售报告： Custom reports that track team activity for real accountability
- Google Workspace CRM： Deep integration with Gmail, Google Calendar, Google Drive, and Google Docs
- 项目管理： Project tracking for deliverables inside the customer record
如需完整评测，请参阅我们的 Copper CRM 评测.
铜 CRM 定价
Here is what Copper CRM costs in 2026:
| 计划 | 价格 | 最适合 |
|---|---|---|
| 起动机 | 每席每月 9 美元 | One person testing Copper as their first CRM |
| 基本的 | 每席每月 23 美元 | Small teams that need pipelines and Gmail integration |
| 专业的 | 每席每月 59 美元 | Growing sales teams needing workflow automation and reporting |
| 商业 | 每席每月 99 美元 | Larger teams needing unlimited records and full customization |
免费试用： 是的，14天内无需信用卡。
退款保证： 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.
💰 性价比最高： Professional — workflow automation and custom reporting make a huge 影响 on daily sales work.
Copper CRM 与其他方案的比较
How does Copper compare? Here is the competitive line-up:
观看这段对比视频：
| 工具 | 最适合 | 价格 | 等级 |
|---|---|---|---|
| Copper CRM | Google Workspace 用户 | $9-$99/seat/mo | ⭐ 3.5 |
| HubSpot | Marketing plus sales | $0-$90/mo | ⭐ 4.5 |
| Salesforce | 企业报告 | $25-$330/mo | ⭐ 4.4 |
| 星期一客户关系管理 | Visual pipeline boards | 每月 12-28 美元 | ⭐ 4.6 |
| Freshsales CRM | 内置通话 | $9-$59/mo | ⭐ 4.5 |
| 洞察力 | CRM Plus 项目 | 每月 29-99 美元 | ⭐ 4.0 |
| 胶囊客户关系管理 | Budget simplicity | $18-$54/mo | ⭐ 4.4 |
| ActiveCampaign | Drip campaigns | $15-$145/mo | ⭐ 4.5 |
快速精选：
- 综合最佳： HubSpot — more features and a free tier for most businesses
- 最佳预算： Capsule CRM — real pipelines at a low price per person
- 最适合初学者： Copper CRM — it looks and behaves like Gmail
- Best for business development: Salesforce — deepest reporting and forecasting at scale
🎯 Copper CRM替代方案
正在寻找 Copper CRM 的替代方案？以下是一些最佳选择：
- 🚀 GoHighLevel： All-in-one agency platform with funnels, drip campaigns, and white-label access.
- 💰 Keap： 小型企业 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.
- 👶 民间： Lightweight contact management for founders who want a friendly first CRM.
- 🔥 即刻： Cold outreach at scale with inbox 热身 and reply tracking.
- 🔧 ClickUp： Project work and sales tracking inside one flexible tool.
- 📊 星期一客户关系管理： Colorful boards that non-technical sales teams pick up quickly.
- ⭐ 胶囊型客户关系管理： Simple, affordable contact and pipeline tracking for very small teams.
- 💼 洞察： 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.
完整列表请参见我们的 Copper CRM替代方案 指导。
⚔️ 铜CRM对比
Here is how Copper stacks up against each competitor:
- Copper CRM 与 GoHighLevel 的对比： GoHighLevel wins on marketing breadth. Copper wins for teams living inside Gmail.
- Copper CRM 与 Keap 对比: Keap adds payments and invoicing. Copper stays simpler and easier to learn.
- Copper CRM 与 ActiveCampaign 对比: ActiveCampaign wins on drip campaigns. Copper wins on Google integration and daily usability.
- Copper CRM 与 HubSpot 的比较: HubSpot has a free plan and more features. Copper feels lighter to adopt.
- Copper CRM 与 ClickFunnels 的对比: Different jobs. ClickFunnels sells; Copper manages the relationship afterwards.
- Copper CRM 与 Folk: Folk is cheaper and simpler. Copper offers real pipelines and workflow automation.
- Copper CRM 与 Instantly: Instantly is built for cold email volume. Copper handles the full relationship.
- Copper CRM 与 ClickUp 的对比: ClickUp wins on project depth. Copper wins on pipelines and Gmail context.
- Copper CRM 与 Monday CRM 对比: Monday is more visual. Copper is more focused on Google-native selling.
- Copper CRM 与 Capsule CRM 的比较: Capsule costs less per person. Copper offers stronger automation and Google integration.
- Copper CRM 与 Insightly 的比较: Closest match on paper. Insightly reports better; Copper is easier daily.
- Copper CRM 与 Freshsales CRM 的比较: Freshsales bundles calling and AI scoring. Copper keeps a cleaner Gmail-first workflow.
- Copper CRM 与 Salesforce: Salesforce scales further. Copper needs no admin and works from day one.
- Copper CRM 与 Zendesk 对比: Zendesk is a support tool. Copper is a sales CRM with projects.
立即开始使用 Copper CRM
您已学会如何使用 Copper CRM 的所有主要功能：
- ✅ 自动化任务
- ✅ 电子邮件模板
- ✅ Create Workflows
- ✅ 导入数据
- ✅ 管道
- ✅ 追踪线索
- ✅ 销售报告
- ✅ Google Workspace CRM
- ✅ 管理项目
下一步： Pick one feature and try it today.
大多数人都是从自动化任务开始的。
It takes less than five minutes and pays for itself the first week.
常见问题解答
Copper CRM是如何运作的？
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.
如何一步步使用CRM？
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是做什么用的？
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.
Copper CRM 的旧名称是什么？
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有应用程序吗？
Yes. Copper offers a mobile app for iOS and 安卓, plus a Chrome extension for Gmail. The mobile app covers contacts, tasks, pipelines, and activity logging.
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