Copper CRM is an easy, simple CRM tool. What is CRM? It stands for Customer Relationship Management. CRM is a tool for managing your relationships with present and future customers. You can use it to communicate with contacts, track your interactions, close a revenue-based business deal and report on your success.
Our Getting Started Guide for Admins is a 10-step process designed to help you set up Copper. Click the links below for definitions, inspiration and exercises to help you get up and running with your account.
First, let's learn how to navigate the tool:
Next, we'll define your workflow:
Now, we'll set up your Team:
Finally, you're ready to migrate your existing information into Copper:
10. Import your data