Hello and welcome to the first part of our quick start guide!
In this article, we’ll focus on what Copper is and how to use it. Scroll down to start or use the links below to jump sections.
Let’s get started! Oh, and welcome to Copper! 
What makes Copper different?
Copper is a Customer Relationship Management (CRM) system, but there are a few key things that make it unique:
- Copper is the only CRM built for - and recommended by - Google Workspace. Plus, it has the best integration with Gmail, Google Calendar and Google Docs - hands down.
- Copper focuses on relationships. It’s designed to capture rich, contextualized communication and activity details and to provide insights into your business relationships.
- Copper is super easy to set up and use. Getting started is a breeze, navigating is effortless, and emails and calendar events are captured automatically - no more data entry.
Let’s explore that last point about data entry.
How does Copper reduce data entry?
One of the biggest, most consistent complaints about CRMs is the need to do data entry. Our Google integration saves you a ton of data entry by automatically:
- Syncing emails and calendar events
- Enriching data for companies and contacts
- Suggesting contacts for you to add with one click
All of this happens without any configuration or setup work.
If you use our mobile app, you’ll also get:
- Automatic sync for phone calls and SMS messages (on Android)
- Assisted sync for phone calls and SMS messages (on iOS)
Speaking of mobile, let’s learn about the different ways you can access Copper.
Web app, Chrome extension, and mobile app
Are you a new user? We strongly recommend our Chrome extension. Turn your Gmail inbox into your personal assistant. Add contacts, create follow ups and access context about your deals without having to switch to the app.
There are three ways to access Copper:
- Through our web app,
- From within Gmail and Google Calendar via our Chrome extension, and
- Via our mobile app (available for iOS and Android)
Go ahead - give them a try!
Each of these methods will give you access to your records. Just keep in mind that any system settings, personal preferences, and reports need to be accessed through the web app.
A quick tour
We’ve explored some of the high-level aspects of Copper. Now, let’s look at the different areas of Copper that you’ll use to manage relationships and opportunities.
Note: As of March 2022, Opportunities in the Copper left-hand menu is changing to Pipelines. Click here for more information.
Next steps
We’ve gone through an overview of what Copper is. Now, try the other topics in our quick start series!
If you have any questions or feedback, feel free to leave them as a comment or post our Community forum!