Inicio rápido
Esta guía abarca todas las características de Agile CRM:
- Empezando — Create your account and finish basic setup
- Cómo utilizar la gestión de contactos — Store every customer detail in one searchable record
- Cómo utilizar la función Gestionar empresas — Group contacts under one parent account record
- Cómo utilizar la gestión de acuerdos — Move deals through stages and forecast revenue
- Cómo usar el calendario en línea — Let prospects book meetings without email ping-pong
- Cómo utilizar informes y análisis — See pipeline health and campaign results in real time
- How to Use Enhances Customer Engagement — Reach customers across email, SMS and web messages
- How to Use Empower Marketing Teams — Build landing pages, forms and drip campaigns
- How to Use Streamlines Customer Service — Run a helpdesk with tickets, SLAs and canned replies
- Cómo utilizar la automatización de ventas — Score leads and automate repetitive sales tasks
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
I have used Agile CRM for eight months and tested every feature covered here.
This tutorial comes from real hands-on work inside the product, not vendor screenshots.
Agile CRM is a feature-rich CRM built for small teams that cannot afford separate tools.
It combines sales, marketing and service on a single platform.
Most users only ever touch contacts and deals.
Esta guía le muestra cómo utilizar cada una de las funciones principales, paso a paso.
Tutorial de CRM ágil
This How to Use Agile CRM tutorial walks through each feature in order, from first login to sales automatización.
CRM ágil
Run sales, marketing and support from one screen. Agile CRM bundles contacts, deals, campaigns and a helpdesk for less than most tools charge for email alone. The free plan covers 10 users.
Introducción a Agile CRM
Antes de utilizar cualquier función, complete esta configuración inicial.
Tarda unos tres minutos.
Watch my walkthrough first:
Now let’s go through each step.
Paso 1: Crea tu cuenta
Go to the Agile CRM website and click Sign Up.
Introduce tu correo electrónico de trabajo y crea una contraseña.
✓ Control: A confirmation email lands in your inbox.
Paso 2: Abra la aplicación web.
Agile CRM runs in the browser, so there is nothing to install.
Mobile apps are available if your reps work away from a desk.
Así es como se ve el panel de control:
✓ Control: You land on the main dashboard with empty widgets.
Step 3: Finish Onboarding
Invite your team, connect your email account and import a contact file.
Define clear, measurable goals now — they guide every setting that follows.
Shared records improve collaboration between your sales, marketing and services teams.
✅ Hecho: Ya puedes utilizar cualquiera de las funciones que aparecen a continuación.
How to Use Agile CRM Contacts Manager
Gestión de contactos lets you keep every contact record, note and email thread in one place.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Importa tus contactos
Open the Contacts tab and click Import.
Data migration here means pulling existing prospects from spreadsheets or other apps.
Step 2: Add Tags and Custom Fields
Tag each contact by source, deal size or industry.
Customer segmentation groups clients by shared behaviour for personalised superar a.
Así es como se ve:
✓ Control: Each contact card shows a full interaction timeline.
Step 3: Open the 360-Degree View
Click any name to see calls, emails and web activity on one timeline.
✅ Resultado: Your whole contact database now lives on a single platform.
💡 Consejo profesional: Set up tags before importing. Retagging thousands of contacts later wastes hours.
How to Manage Agile CRM Companies
Gestionar empresas lets you link several contacts to one parent account so nothing gets double-counted.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Crear un registro de empresa
Go to Companies and click Add Company.
Enter the domain, industry and owner.
Step 2: Attach Contacts to the Account
Open a contact and pick the company from the dropdown.
Every linked person now shares the same account history.
Así es como se ve:
✓ Control: The company page lists all linked contacts and open deals.
Step 3: Track Account-Level Deals
Add deals directly to the company record to see total pipeline value.
✅ Resultado: You can see account-wide revenue instead of scattered contacts.
💡 Consejo profesional: Match company records by domain, not by name. Name spellings drift across imports.
How to Use Agile CRM Deals Manager
Gestión de acuerdos lets you track every deal through clear stages and forecast revenue honestly.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Construye las etapas de tu canalización
Open Deals and edit the default milestones.
Name stages after real buying steps, not internal jargon.
Step 2: Add Deals and Set Values
Create a deal, set the amount, close date and probability.
Attach the contact so the timeline stays connected.
Así es como se ve:
✓ Control: The pipeline shows weighted revenue at the top of the board.
Step 3: Drag Deals Forward
Move cards between stages as buyers progress toward a signature.
✅ Resultado: Your sales team can see pipeline velocity at a glance.
💡 Consejo profesional: Add a lost-reason field. Reviewing lost deals monthly shows exactly where sales stall.
Cómo usar el calendario en línea de Agile CRM
Calendario en línea lets you share your availability and let prospects book meetings themselves.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Sync Your Existing Calendar
Connect Google or Office 365 under Calendar settings.
Both calendars now update in real time.
Paso 2: Establece tu disponibilidad
Define working hours, buffer time and reunión length.
Copy the booking link into your email signature.
Así es como se ve:
✓ Control: Your public booking page loads with open time slots.
Step 3: Enable Reminders
Turn on automatic email reminders to cut no-shows.
✅ Resultado: Meetings get booked without a single scheduling email.
💡 Consejo profesional: Add a 15-minute buffer between calls. Back-to-back demos leave no time for follow-up notes.
Cómo utilizar los informes y análisis de Agile CRM
Informes y análisis lets you measure sales performance and marketing campaign results without exporting anything.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Abra el panel de informes.
Click Reports in the sidebar.
Real-time tracking covers sales performance and marketing campaign effectiveness.
Step 2: Pick Your Leading Indicators
Add widgets for pipeline velocity, conversion rate and deal age.
CRM analytics help you understand customer behaviour and spot issues temprano.
Así es como se ve:
✓ Control: Your dashboard refreshes with live pipeline figures.
Step 3: Schedule Email Reports
Send weekly summaries to managers so nobody chases numbers.
✅ Resultado: You now track progress against measurable goals every week.
💡 Consejo profesional: Track leading indicators, not just closed revenue. Meetings booked predicts next quarter better.
How to Enhance Agile CRM Customer Engagement
Enhances Customer Engagement lets you reach people through email, SMS and on-site messages from one screen.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Set Behaviour Triggers
Choose an action such as a pricing page visit.
Triggers fire the moment the behaviour happens.
Step 2: Write the Message
Draft a short email or SMS tied to that action.
Personalise it using merge fields from the contact record.
Así es como se ve:
✓ Control: Test contacts receive the message within a minute.
Step 3: Turn the Campaign On
Activate it and watch replies land in the shared inbox.
✅ Resultado: Your outreach now responds to real interest instead of a fixed schedule.
💡 Consejo profesional: Cap messages per contact per week. Over-messaging kills satisfaction faster than silence does.
How to Empower Agile CRM Marketing Teams
Empower Marketing Teams lets you build landing pages, capture forms and drip sequences without a developer.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Build a Landing Page
Open Marketing and pick a template.
Drag blocks into place and publish.
Step 2: Attach a Capture Form
Add a form and map each field to a contact property.
New leads flow straight into your database.
Así es como se ve:
✓ Control: A test submission creates a tagged contact instantly.
Step 3: Launch a Drip Campaign
Chain emails with wait steps and branching conditions.
✅ Resultado: Marketing runs full campaigns without waiting on technology support.
💡 Consejo profesional: Send the first email within five minutes of signup. Interest fades fast after that.
How to Streamline Agile CRM Customer Service
Streamlines Customer Service lets you handle support tickets with priorities, canned replies and clear ownership.
Aquí te explicamos cómo usarlo paso a paso.
Step 1: Turn On the Helpdesk
Enable the service module and connect your support inbox.
Incoming emails become tickets automatically.
Step 2: Set Priorities and Owners
Create rules that route tickets by keyword or plan level.
Urgent issues reach the right agent first.
Así es como se ve:
✓ Control: New emails appear as tickets with an owner assigned.
Step 3: Save Canned Responses
Store answers to repeat questions and insert them in one click.
✅ Resultado: Support requests get answered faster with less manual sorting.
💡 Consejo profesional: Review canned replies monthly. Stale answers about old features frustrate loyal clients.
Cómo utilizar la automatización de ventas de Agile CRM
Automatización de ventas lets you score leads automatically and hand reps only the ones ready to buy.
Aquí te explicamos cómo usarlo paso a paso.
Paso 1: Configurar la puntuación de clientes potenciales
Assign points for demographics and engagement behaviours.
Dynamic lead scoring ranks every lead against your ideal buyer.
Paso 2: Crear el flujo de trabajo
Add automatic tasks, follow-ups and stage changes.
Automating repetitive work frees reps for relationship building.
Así es como se ve:
✓ Control: A test lead triggers the alert and creates a follow-up task.
Step 3: Add Sales-Ready Alerts
Notify a rep the moment a lead crosses your score threshold.
✅ Resultado: Reps spend their day on live opportunities, not admin.
💡 Consejo profesional: Decay scores over time. A lead who browsed pricing in March is not hot in July.
Consejos y atajos profesionales para la implementación de CRM ágil
After eight months inside the product, these are the tips that saved me the most time.
Atajos de teclado
| Acción | Atajo |
|---|---|
| Búsqueda global | / |
| New contact | C |
| New deal | D |
| New task | T |
Características ocultas que la mayoría de la gente pasa por alto
- Click-to-call telephony: Built-in calling records the call and logs it to the contact automatically.
- Web activity tracking: A tracking script shows which pages a lead viewed before replying.
- Canned response library: Shared reply templates cut support handling time in half.
Errores comunes que debes evitar en Agile CRM
Mistake #1: Importing Messy Data
❌ Incorrecto: Dumping an unfiltered spreadsheet straight into the contacts database.
✅ Derecha: Deduplicate and standardise fields first. Dirty data breaks every report you build later.
Mistake #2: Automating Before You Understand the Process
❌ Incorrecto: Building 20 workflows in week one, then wondering why leads get three emails.
✅ Derecha: Run the process manually for two weeks. Automate only the steps you repeat every day.
Mistake #3: Ignoring the Reports Tab
❌ Incorrecto: Treating the CRM as a contact list and never opening analytics.
✅ Derecha: Review pipeline and campaign reports weekly. That feedback loop is where the real growth comes from.
Solución de problemas de CRM ágil
Problema: Los correos electrónicos terminan en la carpeta de spam.
Causa: Your sending domain has no SPF or DKIM records.
Arreglar: Add both records at your DNS host, then verify the domain inside campaign settings.
Problem: Contacts Import With Blank Fields
Causa: Column headers in your file do not match the field names.
Arreglar: Remap each column during import and save the mapping for next time.
Problem: Workflows Stop Halfway
Causa: A condition step is waiting on a tag or field that never gets set.
Arreglar: Open the campaign log, find the stalled node and add a fallback branch.
📌 Nota: Si ninguna de estas soluciones resuelve su problema, póngase en contacto con el soporte técnico de Agile CRM.
¿Qué es Agile CRM?
CRM ágil is a customer relationship management solution that brings sales, marketing and service into one interface.
Think of it as a shared filing cabinet that also does the follow-up for you.
It runs as SaaS software and takes its name from the agile methodology behind its release cycle.
Watch my full review:
Incluye estas características clave:
- Gestión de contactos: A 360-degree contact view showing communication history and web activities for each customer.
- Gestionar empresas: Company records that tie multiple contacts, deals and notes to a single business account.
- Gestión de acuerdos: Sales tools that manage the pipeline and track deals through each stage to close.
- Calendario en línea: A shared booking calendar with appointment slots, reminders and two-way sync.
- Informes y análisis: Real-time dashboards for sales pipeline velocity, conversion rates and campaign results.
- Mejora la participación del cliente: Multi-channel engagement with email, SMS and web popups triggered by real behaviour.
- Empoderar a los equipos de marketing: A landing page builder plus forms and multi-step campaign automation for lead capture.
- Agiliza el servicio al cliente: A helpdesk and ticketing system with prioritisation, canned responses and SLA rules.
- Automatización de ventas: Dynamic lead scoring, task automation and alerts that flag sales-ready leads.
A single source of truth means every team sees the same real-time data, including web activity and interaction timelines.
It also works as a sales enablement hub, keeping call scripts, email templates and training resources beside the deals they support.
The benefits are practical: fewer tools to pay for, and one record where customers are tracked from first click to renewal.
Para obtener un desglose completo, consulte nuestra Revisión de Agile CRM.
Precios de CRM ágil
Here is what Agile CRM costs in 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Gratis | Gratis | Up to 10 users testing the basics |
| Motor de arranque | $8.99 | Solo founders and tiny sales teams |
| Regular | $29.99 | Equipos en crecimiento que necesitan automatización de marketing |
| Empresa | $47.99 | Larger teams wanting full access and support |
Prueba gratuita: Yes — the free plan runs indefinitely for up to 10 users.
Garantía de devolución de dinero: No refund policy is published, so start on the free tier.
💰 Mejor relación calidad-precio: Regular at $29.99 — it unlocks marketing automation and reports without enterprise pricing.
CRM ágil frente a alternativas
How does Agile CRM compare? Here is the competitive landscape.
Mira esta comparación:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| CRM ágil | All-in-one budget CRM | $8.99/mes | ⭐ 2.8 |
| GoHighLevel | Agencias | $97/mes | ⭐ 4.4 |
| Keap | Comercio electrónico | $249/mes | ⭐ 4.1 |
| Campaña activa | Automatización del correo electrónico | $29/mes | ⭐ 4.5 |
| HubSpot | Scaling teams | $20/mes | ⭐ 4.5 |
| Embudos de clic | Funnels | $97/mes | ⭐ 4.2 |
| Gente | Redes de contactos | $20/mes | ⭐ 4.3 |
| Instantáneamente | Contacto en frío | $37/mes | ⭐ 4.4 |
Selecciones rápidas:
- Mejor en general: HubSpot — the widest feature set and the smoothest onboarding.
- Mejor presupuesto: Agile CRM — nine modules for under $10 per user.
- Ideal para principiantes: Capsule CRM — almost nothing to configure.
- Lo mejor para marketing: ActiveCampaign — unmatched campaign branching.
🎯 Alternativas de CRM ágil
Looking for Agile CRM alternatives? Here are the top options.
- 🚀 GoHighLevel: All-in-one agency platform with funnels, SMS and white-label client portals.
- 💼 Mantener: Small-business automation with strong e-commerce and invoicing built in.
- ⚡ Campaña activa: Deep email automation with branching logic and predictive sending.
- 🌟 HubSpot: Polished interface, huge app marketplace and a genuinely usable free tier.
- 🎨 Embudos de clic: Funnel-first builder for landing pages, upsells and checkout flows.
- 👥 Gente: Lightweight relationship CRM that pulls contacts from your inbox and LinkedIn.
- 📧 Instantáneamente: Cold email sending at scale with inbox rotation and calentamiento.
- 🔧 Haga clic hacia arriba: Work management with tasks, docs and a flexible CRM template.
- 🎯 CRM del lunes: Visual boards that non-technical teams pick up in an afternoon.
- 👶 CRM cápsula: Clean, no-nonsense contact and pipeline tracking for small teams.
- 📊 Perspicazmente: CRM plus project delivery, useful when sales hands work to operations.
- 🔥 CRM de Freshsales: AI lead scoring and built-in phone with a generous starter tier.
- 🏢 Fuerza de ventas: Enterprise standard with unmatched customisation and reportando profundidad.
- 🔒 Zendesk: Best-in-class support desk with mature SLA and knowledge base tools.
Para ver la lista completa, consulte nuestra Alternativas de CRM ágil guía.
⚔️ Comparativa de CRM ágil
Here is how Agile CRM stacks up against each competitor.
- CRM ágil frente a GoHighLevel: GoHighLevel wins for agencies reselling access. Agile CRM is cheaper for a single in-house team.
- CRM ágil frente a Keap: Keap handles payments natively. Agile CRM costs far less per user for basic pipeline work.
- CRM ágil frente a ActiveCampaign: ActiveCampaign wins on email depth. Agile CRM wins on bundled helpdesk and telephony.
- CRM ágil frente a HubSpot: HubSpot scales further. Agile CRM keeps costs flat once your contact list grows.
- CRM ágil frente a ClickFunnels: ClickFunnels sells better. Agile CRM manages the customer relationship after the sale.
- CRM ágil frente a métodos tradicionales: Folk is simpler for networking. Agile CRM offers real marketing and service modules.
- CRM ágil vs. Instantáneamente: Instantly wins for outbound volume. Agile CRM manages the pipeline those replies create.
- CRM ágil frente a ClickUp: ClickUp is better for project delivery. Agile CRM is purpose-built for sales.
- CRM ágil frente a CRM tradicional: Monday CRM looks friendlier. Agile CRM includes telephony and ticketing at a lower price.
- CRM ágil frente a CRM cápsula: Capsule is easier to learn. Agile CRM packs more marketing features into one interface.
- CRM ágil frente a Insightly: Insightly tracks delivery better. Agile CRM automates marketing that Insightly leaves to add-ons.
- CRM ágil frente a CRM Freshsales: Freshsales has better support. Agile CRM is cheaper at every paid step.
- CRM ágil frente a Salesforce: Salesforce fits enterprises. Agile CRM suits teams without an admin on payroll.
- CRM ágil frente a Zendesk: Zendesk wins on service. Agile CRM bundles sales, marketing and support together.
Empiece a usar Agile CRM ahora
Aprendiste a utilizar todas las funciones principales de Agile CRM:
- ✅ Gestión de contactos
- ✅ Gestionar empresas
- ✅ Gestión de acuerdos
- ✅ Calendario en línea
- ✅ Informes y análisis
- ✅ Enhances Customer Engagement
- ✅ Empower Marketing Teams
- ✅ Streamlines Customer Service
- ✅ Automatización de ventas
Siguiente paso: Pick one feature and try it today.
La mayoría de la gente empieza por la gestión de contactos.
Tarda menos de cinco minutos.
Teams that achieve real success here start with one module and add the rest slowly.
Preguntas frecuentes
¿Es Agile CRM realmente gratuito?
Yes. The free plan supports up to 10 users with 1,000 contacts, basic deals, email tracking and forms. Paid plans start at $8.99 per user monthly.
¿Cómo usar un CRM paso a paso?
Import your contacts, define pipeline stages, log every interaction, automate follow-ups, then review your dashboards weekly to see which activities actually move deals forward.
¿Qué significa CRM ágil?
Agile CRM is a customer relationship management tool bundling sales, marketing and service features on a single platform, built for small teams that need everything in one interface.
¿Agile CRM está basado en la nube?
Yes. Agile CRM runs entirely in your browser with no installation. Mobile apps and integrations let your team access the same real-time data from anywhere.
¿Cuáles son las 3 funcionalidades básicas de CRM?
Operational (automating sales, marketing and service tasks), analytical (turning customer data into reports), and collaborative (sharing one record so every team sees the same history).
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 