How Does Copper CRM Work?

Unlocking the Secrets of Copper CRM – A Comprehensive Guide

Welcome to our in-depth guide on how does Copper CRM work! If you’re looking for a reliable and efficient way to manage your company’s sales, leads, and customers, then you’re in the right place. In this article, we’ll explore the ins and outs of Copper CRM, and help you understand how it can help streamline your business operations and improve your bottom line. So, without further ado, let’s dive right in!

What is Copper CRM?

Copper CRM, formerly known as ProsperWorks, is a cloud-based customer relationship management (CRM) tool designed specifically for small & medium-sized businesses. It is an intuitive and user-friendly platform that provides a comprehensive suite of features to help businesses manage their sales, marketing, and customer service needs – all in one place. Copper CRM is also fully integrated with Gmail, allowing users to manage their emails and contacts directly from their inbox. With Copper CRM, businesses can streamline their operations, automate tedious tasks, and develop stronger relationships with their customers.

The Benefits of Copper CRM

Now that we’ve established what Copper CRM is, let’s explore some of the key benefits it offers:

Easy to Use
Copper CRM’s intuitive interface and simple navigation make it easy for users to get started and manage their sales pipeline effectively.
Flexible Integration
Copper CRM integrates seamlessly with popular productivity tools like G Suite, Slack, and various other third-party applications.
Automated Workflows
Copper CRM allows businesses to automate repetitive tasks, enabling teams to focus on more important matters, such as closing deals and generating revenue.
Real-time Data Insights
Copper CRM provides users with real-time insights into their sales pipeline, allowing them to make informed decisions and take appropriate actions.
Customizable Reporting
Copper CRM allows businesses to create custom reports, giving them complete visibility into their sales performance, customer behavior, and more.

How Does Copper CRM Work?

Now that we’ve covered the basics, let’s take a closer look at how Copper CRM works. In essence, Copper CRM operates on a simple yet powerful principle: it provides businesses with a single, centralized platform for managing their leads, sales, and customer interactions. Here’s a step-by-step breakdown of how Copper CRM works:

Step 1: Set Up and Connect

The first step in using Copper CRM is setting up your account and connecting it to your email and other relevant apps. This process is quick and straightforward, and once you’re done, you’ll have instant access to your sales pipeline and other essential data.

Step 2: Import Your Contacts

The next step is importing your customer and lead data into Copper CRM. You can do this by uploading a CSV file or syncing your contacts from Google Contacts. Once your contacts are uploaded, they’ll be automatically indexed and organized in Copper CRM’s database.

Step 3: Manage Your Sales

Now that your account is set up and your contacts are uploaded, you’re ready to start managing your sales pipeline. This is where Copper CRM really shines – it provides users with a visual and easy-to-use interface for tracking and managing their deals. You can create custom pipelines, assign tasks, set reminders, and more.

Step 4: Automate Repetitive Tasks

Copper CRM also allows businesses to automate tedious and repetitive tasks, such as data entry, follow-ups, and reminders. This frees up your team’s time, allowing them to focus on more important tasks like closing deals and generating revenue.

Step 5: Analyze Your Data

Finally, Copper CRM provides users with a range of analytic tools to help them understand their sales performance and customer behavior. You can create custom reports, track key metrics, and get real-time insights into your business performance.

FAQs About Copper CRM

1. What Makes Copper CRM Different from Other CRM Tools?

Copper CRM is designed specifically for small and medium-sized businesses, and is fully integrated with Gmail and other popular productivity apps. It provides an intuitive and user-friendly interface, as well as a range of automation and analytical tools to help businesses streamline their operations and improve their bottom line.

2. Can I Use Copper CRM on My Mobile Device?

Yes, Copper CRM is available on both iOS and Android devices. You can download the Copper CRM app from the App Store or Google Play.

3. How Secure is Copper CRM?

Copper CRM uses industry-standard encryption and security protocols to ensure the safety and privacy of your data. It also undergoes regular security audits and testing to stay ahead of potential threats.

4. What Kind of Customer Support Does Copper CRM Offer?

Copper CRM offers 24/7 customer support through a range of channels, including email, phone, and live chat. It also provides an extensive knowledge base and community forum to help users troubleshoot issues and get the most out of the platform.

5. How Much Does Copper CRM Cost?

Copper CRM offers a range of pricing plans to suit different business needs and budgets. The pricing starts at $25 per user per month for the basic plan and goes up to $119 for the premium plan.

6. Can I Customize Copper CRM to Fit My Business Needs?

Yes, Copper CRM provides a wide range of customization options, allowing businesses to tailor the platform to their specific needs. You can create custom fields, pipelines, reports, and more.

7. Does Copper CRM Offer a Free Trial?

Yes, Copper CRM offers a 14-day free trial for all new users. This trial period allows you to explore the platform’s features and see if it’s the right fit for your business.

The Bottom Line

That’s a wrap on our guide to how does Copper CRM work. We hope this article has helped you gain a better understanding of this powerful CRM tool and how it can help your business grow. If you’re interested in trying Copper CRM for yourself, we encourage you to sign up for the free trial and experience it firsthand. With its intuitive interface, powerful automation tools, and customizable reporting, Copper CRM is the perfect solution for small and medium-sized businesses looking to streamline their operations and maximize their profits.


The information contained in this article is for general informational purposes only. It should not be construed as legal or financial advice, nor should it be relied upon as a substitute for professional consultation with a qualified expert. We make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the article or the information, products, services, or related graphics contained therein. Any reliance you place on such information is therefore strictly at your own risk.

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