Copper CRM Training

Looking to get one-on-one training on how to get organised using Copper CRM? Book a session now.

Copper CRM is a great, relatively-simple CRM tool and this Copper CRM training will take you from zero to hero with using it.

Whether you’re setting up a CRM for your personal use, for your business or a group/association, we can help you get started and be confident in using Copper CRM.

Depending on your needs, we can cover:

  • How to use the software
  • Help on setting up the software properly
  • Help with specific features
  • Training for your team

About Copper CRM

Copper is a CRM specifically designed for small and medium sized businesses. It is simple, unified, secure, but most importantly it’s easy to get started with.

What is Copper CRM?

Copper CRM is a hosted customer relationship management software service. Copper CRM allows you to keep track of your leads, opportunities and customers in a simple and intuitive way that can be found through Copper’s exclusive Google-style search engine. Copper was created by two former Rackspace engineers who decided to simplify the process of customer relationship management for small businesses. Copper’s sleek, simple and intuitive design allows users to create accounts, manage leads, track opportunities and convert those opportunities into customers in a matter of minutes. Copper CRM is currently used by over 30,000 small businesses across the globe. This number continues to grow every day as Copper becomes more popular with SMBs who are looking for an alternative to overly complicated Salesforce or Microsoft Dynamics CRM. Copper CRM’s simple design and focus on ease of use allows companies to see results quickly. Copper does not waste your time with cumbersome training or a lengthy setup process; Copper is intuitive enough that users can get started in minutes by simply clicking on the Copper icon in their Gmail account.

Why use Copper CRM

Copper CRM for Gmail offers a complete contact management experience right inside your mailbox. You can instantly connect with anyone you need to, reach out to them whenever it’s most convenient for you, and finally get important follow-ups done. Copper CRM for Gmail is an elegant solution that allows you to easily:

  • stay in touch with the right people, at the right time
  • get organized and connect instantly with anyone, anywhere.
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