Welcome to Copper 🥳
The best CRM is one you'll actually use. Whether this is your first CRM or your 10th, Copper can help you hit the ground running.
The Copper 101 series was designed to help you understand the Copper basics, identify your use cases, and give your team Copper access directly embedded in the workflows they already do every day.
First, a quick refresher on the basics.
This guide covers:
🛟 Where to find help
There are lots of ways you can ask questions and get answers while setting up Copper for your business.
Weekly 101 Webinar
Every week Copper hosts a live 101 webinar for new users 🙀
🗓️ Tuesdays at 12 pm ET
Note: You must register for each week that you plan to attend.
In-app chat
The pink bubble in the bottom right of the Copper web app is your one-stop shop for self-serve resources and answers. You can chat with our AI Assistant Penny, reach a live support agent, find knowledge base articles, and see what's new in Copper.
Identifying your use cases
You came to Copper for a reason –– what was it? Identifying your pain points and defining your goals will help you ensure Copper is tailored to your needs.
The 4 Ws
In a Google Doc, answer these questions first:
Why did we invest in Copper? What changes are we looking to make to our business process?
Who is going to use Copper? Do we want to start with a few users or specific teams? Who are the key stakeholders?
What features are we most interested in? What drove our decision to go with Copper?
Where is our data now? Is it in another CRM and/or multiple Google Sheets?
Understanding your use cases
A good place to start is by identifying the pain points at each stage of your customer journey –– whether your business currently runs on a spreadsheet or you're migrating from another CRM.
Copper features are designed to align with the stages of your customer journey.
Connect with leads, win deals, deliver projects, and grow your base.
Look at each stage below and answer the related questions about your business. That will help you decide which Copper features to set up first.
Connect: How do we collect and capture contact details and information?
Win: How will we differentiate ourselves and persuade the client to choose our solution? What's our step-by-step plan to close the deal?
Deliver: Now that we've won the deal, how do we deliver the services we committed to?
Grow: We've secured the client and delivered. Now, how do we nurture this relationship and foster future growth?
How to access Copper
Your team can work with Copper in several ways. Users can choose the right method based on their role and what they need to do. Copper works where you work –– on the web, on the go, and with your AI assistant.
Use the web app for the full picture –– all your contacts, opportunities, projects, automations, and settings.
Use Copper right from your Chrome browser. The Copper Chrome Extension lets you bring Copper with you wherever you work –– Gmail, Google Calendar, LinkedIn, and even client websites!
Learn how to download the Chrome extension here.
Use the mobile app to manage relationships and work on the go. Sync contacts from your phone, scan business cards, capture quick notes, manage your contacts, tasks, and pipeline records, and more!
Learn more about the Copper mobile app here.
Use Copper GPT to explore, summarize, and understand your contacts, pipeline records, tasks, and activities in plain, conversational language.
Learn more about Copper GPT here.
👉 Coming soon: Copper MCP
Understanding the Google sync
Copper natively integrates with your key Google apps to streamline your daily workflows.
Email: When any user in Copper emails a contact added to Copper, all emails between those two will automatically sync into Copper.
Emails are public to all other Copper users, however you can change email visibility to “private by default” for specific users, or for all account users.
Copper does not automatically add contacts to Copper. You must decide to add that contact to Copper. Once a contact is added to Copper, we will sync one year of email communications.
Calendar:
Any calendar event booked in your Google Calendar between a Copper user and a contact will log under related calendar events in company, people and opportunity records where the contact is associated..
You can also click to book a calendar event from Copper that will automatically open your Google Calendar to complete the booking process.
Tasks: Each user can choose whether you want to sync tasks to your Google Calendar. The benefit of this is so you can manage your schedule and tasks in a single place. Click here to learn more.
Contacts: Each user can decide whether to activate the Google contact 1-way Sync for their account. If activated, Copper syncs contacts (and updates the contacts’s profiles) to Google calendar. Click here to learn more.
Records: People, Companies, and Pipelines are Copper’s core record types. These record types will store key information for your business relationships. Leads, Tasks and Projects help support these core Copper records.
People: contacts you currently work with, would like to work with, or have worked with in the past.
Companies: organizations you currently work with, would like to work with, or have worked with in the past.
Opportunities: A Pipeline represents a process with different stages. An Opportunity it an item that move along that Pipeline.
Relating records: While records are informative on their own, it's beneficial to relate records to each other to provide more context and increase your workflow efficiency. Click here to learn more.
Click here for a walk through of the Google Suite Integrations to see more details and the big picture.