How to Use Copper CRM

Getting started with Copper CRM

In this guide, you'll learn how to set up Copper CRM, manage your contacts, and track deals efficiently. By the end, you'll be able to integrate it with your Google Workspace and automate routine tasks.

Step 1: Sign up and set up

1. Go to Copper's website.
2. Click on the "Get started" button in the top right corner.
3. Enter your work email address associated with Google Workspace and click "Continue".
4. Follow the prompts to sign in to your Google account and grant necessary permissions.
5. Choose your plan; you can start with the 14-day free trial of the Starter plan. Click "Start free trial".

Step 2: Your first contact and deal

1. Once logged in, navigate to the "Contacts" tab on the left sidebar.
2. Click the "+ Add Contact" button.
3. Fill in the contact details (name, email, etc.) and click "Save".
4. To create a deal, go to the "Deals" tab.
5. Click "+ Add Deal", enter deal name, value, and associated contacts, then click "Save".

Step 3: Get better results

1. Use the "Activities" section to log emails and meetings automatically from your Google Calendar and Gmail.
2. Set reminders for follow-ups by clicking on the "Reminders" tab and selecting "Add Reminder".
3. Utilise the "Pipeline" feature to visually track the stages of your deals—go to "Deals", then select "Pipeline" from the dropdown.

Pro tip

Use the Chrome extension for Copper to add contacts and deals directly from your Gmail. This saves time by eliminating the need to switch between apps.

Common mistake to avoid

Many users forget to grant all permissions during initial setup, which can limit Copper's ability to pull in data from Google Workspace. Ensure you allow full access for optimal functionality.