Démarrage rapide
Ce guide couvre toutes les fonctionnalités d'Instantly CRM :
- Commencer — Créez votre compte et connectez vos comptes de messagerie
- Comment utiliser des comptes de messagerie illimités — Connect and send from unlimited email accounts under one login
- Comment utiliser la mise en route intelligente et la rotation de la boîte de réception — Protect sender reputation with unlimited email warmups and inbox rotation
- Comment utiliser un outil de recherche de prospects basé sur l'IA — Pull verified contacts from a vast database of 450 million records
- Comment utiliser Intuitive Campaign Builder — Build cold outreach campaigns with A/B testing, spintax and scheduling
- Comment utiliser l'hyperpersonnalisation avec l'IA — Write personalized first lines for every lead automatically
- Comment utiliser un CRM automatisé — Move replies into a sales pipeline and track deals to close
- Comment utiliser le réseau de délivrabilité — Keep cold email landing in the primary inbox, not spam
- Comment utiliser Campaign Analytics — Generate detailed reports on opens, replies and booked meetings
- Comment utiliser la personnalisation des prospects avec des invites IA — Run custom AI prompts across an entire lead list at once
Temps nécessaire : 5 minutes par fonctionnalité
Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives
Pourquoi faire confiance à ce guide ?
I have run cold outreach campaigns inside Instantly CRM for eight months. Every screen here comes from my own account, not a press kit.
Instantly is one of the fastest sales software platforms for cold email at volume.
Most users touch the sending tools and ignore the crm feature sitting next to them.
This guide shows you how to use every part, step by step.
You will finish knowing how to manage leads, run campaigns and close more deals.
Tutoriel Instantly CRM
This How to Use Instantly CRM tutorial walks through setup, sending, and the customer relationship management side that turns replies into revenue.
Instantly CRM
Send thousands of cold emails a month without burning your domains. Connect unlimited email accounts, find leads in a vast database, and track every deal in one place. Start with the 14-day free trial.
Premiers pas avec Instantly CRM
Do this one-time setup before you touch any campaign.
Cela prend environ trois minutes.
Here is my walkthrough of the platform first:
Maintenant, décomposons chaque étape.
Étape 1 : Créez votre compte
Go to the Instantly website and click Start Free Trial.
Enter your work email and set a password.
You get a 14-day free trial with no card required.
✓ Point de contrôle: Check your inbox for the confirmation email.
Step 2: Connect Your Sending Inboxes
Open Email Accounts and connect via Google, Outlook, or IMAP.
You can also bulk upload multiple accounts with a CSV file.
Voici à quoi cela ressemble :
✓ Point de contrôle: Each inbox shows a green connected status.
Step 3: Set Up Your Workspace
Link your google calendar so booked calls land on your schedule automatically.
Then invite your sales teams, since every paid plan includes unlimited seats.
✅ Terminé : Your workspace is live and ready for any feature below.
Comment utiliser Instantly CRM Unlimited Email Accounts
Comptes de messagerie illimités lets you connect unlimited email accounts and send from all of them at once.
Voici comment l'utiliser étape par étape.
Step 1: Open the Accounts Tab
Click Email Accounts in the left sidebar.
Instantly places no cap on how many inboxes you add.
Step 2: Add Your Domains
Connect each inbox through Google, Outlook, or manual IMAP details.
Spread sending across several domains instead of one.
Voici à quoi cela ressemble :
✓ Point de contrôle: Every inbox appears in the list with a health score.
Étape 3 : Définir des limites quotidiennes
Cap each inbox at 30 to 50 sends per day.
Low limits across multiple accounts beat high limits on one.
✅ Résultat : You can send thousands of emails a month without stressing a single domain.
💡 Conseil de pro : Buy secondary domains for cold emailing and keep your main domain for real customers.
Comment utiliser Instantly CRM Smart Warm-up et la rotation de la boîte de réception
Échauffement intelligent et rotation de la boîte de réception protects deliverability with unlimited email warmups and inbox rotation across every inbox.
Voici comment l'utiliser étape par étape.
Step 1: Turn On Warmup
Open an inbox and toggle Warmup to enabled.
Warmup is included free on every paid plan.
Step 2: Set the Ramp
Start at three emails per day and increase by two.
Let new domains warm for two to three weeks.
Voici à quoi cela ressemble :
✓ Point de contrôle: The warmup graph climbs and your health score sits above 90%.
Step 3: Enable Inbox Rotation
Attach several warmed inboxes to one campaign.
Across campaigns Instantly spreads volume evenly and keeps sending patterns human.
✅ Résultat : Your sender reputation stays clean while daily volume grows.
💡 Conseil de pro : Never pause warmup on an active sending inbox, even during quiet weeks.
Comment utiliser Instantly CRM, un outil de recherche de prospects basé sur l'IA
Outil de recherche de prospects basé sur l'IA pulls verified contacts from a vast database of over 450 million entreprise disques.
Voici comment l'utiliser étape par étape.
Étape 1 : Ouvrez l'outil de recherche de prospects
Click Leads, then Find Leads to open the search panel.
The lead finder feature works without any extra data tool.
Étape 2 : Appliquez vos filtres
Stack multiple filters for title, headcount, industry and location.
Narrow to a few hundred contacts rather than tens of thousands.
Voici à quoi cela ressemble :
✓ Point de contrôle: Your new list shows verified contacts with enrichment data attached.
Step 3: Push the List to a Campaign
Select your results and send them straight into a campaign.
Instantly skips duplicates already sitting in your account.
✅ Résultat : You have a targeted list without paying a separate data vendor.
💡 Conseil de pro : Filter for people who changed jobs in the last 90 days for warmer replies.
Comment utiliser Instantly CRM Intuitive Campaign Builder
Campagne intuitive Constructeur turns a lead list into a running sequence with follow ups and testing built in.
Voici comment l'utiliser étape par étape.
Étape 1 : Créer la campagne
Click New Campaign and name it after the segment you target.
Import the list you built in the previous section.
Step 2: Write the Sequence
Add one short opener plus three follow ups spaced two days apart.
Use spintax braces to rotate words and keep each send unique.
Voici à quoi cela ressemble :
✓ Point de contrôle: The campaign status flips from Draft to Active.
Étape 3 : Planification et lancement
Pick sending windows that match your prospect’s time zone.
Attach your warmed inboxes, then hit Launch.
✅ Résultat : Your cold outreach campaigns run daily without manual sending.
💡 Conseil de pro : Run A/B tests on subject lines only, so you can fine tune one variable at a time.
Comment utiliser l'hyperpersonnalisation CRM instantanée avec l'IA
Hyper-personnalisation grâce à l'IA writes a custom opening line for each lead using company data you already imported.
Voici comment l'utiliser étape par étape.
Step 1: Map Your Variables
Check that columns like company, role and website imported correctly.
Add customizable fields for anything specific to your offer.
Step 2: Insert the AI Variable
Drop an AI personalization tag into your first paragraph.
Describe the tone and length you want in plain English.
Voici à quoi cela ressemble :
✓ Point de contrôle: Each preview shows a different, specific opening sentence.
Step 3: Spot Check the Output
Preview 20 leads before launch.
Fix any prompt that produces generic marketing filler.
✅ Résultat : Every prospect reads a line written for their business, not a mail merge.
💡 Conseil de pro : Reference something measurable, like headcount growth, instead of complimenting the website.
Comment utiliser Instantly CRM (CRM automatisé)
CRM automatisé moves interested replies into a sales pipeline so nothing stalls after the first yes.
Voici comment l'utiliser étape par étape.
Step 1: Open the CRM Tab
Click CRM in the sidebar to open your deal board.
This crm system pulls directly from campaign replies.
Step 2: Build Your Stages
Create stages that match your real sales process, such as Interested and Demo Booked.
Drag deals across the board as conversations progress.
Voici à quoi cela ressemble :
✓ Point de contrôle: Positive replies appear as deal cards with contact history attached.
Step 3: Automate the Handoff
Set a rule that tags any positive reply and creates a deal.
Assign an owner so a person follows up the same day.
Custom salesflows streamline sales processes by triggering actions from prospect behaviour.
✅ Résultat : Lead management and sending live in a single place instead of two apps.
💡 Conseil de pro : Keep the board to five stages, since long boards get abandoned within a month.
Comment utiliser Instantly CRM Deliverability Network
Réseau de délivrabilité checks and repairs the technical setup that decides whether cold email reaches the inbox.
Voici comment l'utiliser étape par étape.
Step 1: Run the Domain Test
Open the deliverability checker and enter your sending domain.
Instantly scores your SPF, DKIM and DMARC records.
Step 2: Fix Any Red Flags
Copy the suggested DNS records into your domain host.
Records usually propagate within an hour.
Voici à quoi cela ressemble :
✓ Point de contrôle: Your domain scores green across all three authentication records.
Step 3: Send a Placement Test
Fire a test to the seed inboxes Instantly provides.
Review which providers filed you under primary or promotions.
✅ Résultat : Your emails land in the primary tab, where prospects actually read them.
💡 Conseil de pro : Retest placement after any big copy change, because links and images move you to spam.
Comment utiliser Instantly CRM Campaign Analytics
Analyses de campagne lets you generate detailed reports on opens, replies, positive rates and booked calls.
Voici comment l'utiliser étape par étape.
Step 1: Open the Analytics Panel
Click Analytics and choose the campaign you want to review.
Set the date range to the last 30 days.
Step 2: Read the Right Numbers
Ignore open rates and judge campaigns on reply and positive reply rate.
Anything above three percent positive is working.
Voici à quoi cela ressemble :
✓ Point de contrôle: Each sequence step shows its own reply and bounce numbers.
Step 3: Compare Your Variants
Open the step-level view to see which follow ups drive replies.
Pause the losing variant and duplicate the winner.
✅ Résultat : You know which message earns meetings instead of guessing.
💡 Conseil de pro : Watch bounce rate weekly, since a spike above three percent means your data needs cleaning.
How to Use Instantly CRM Personalize Leads
Personnalisez vos prospects grâce aux suggestions de l'IA runs one AI prompt across an entire list so research stops eating your morning.
Voici comment l'utiliser étape par étape.
Step 1: Select Your Leads
Open a lead list and select the rows you want enriched.
Start with 50 leads to test your prompt.
Step 2: Write the Prompt
Tell the AI what to pull, such as a one-line company summary.
Save the output into a new column.
Voici à quoi cela ressemble :
✓ Point de contrôle: A new column fills with unique research for every row.
Step 3: Use It in Copy
Insert that column as a variable inside your sequence.
Run the same prompt on future imports with one click.
✅ Résultat : Repetitive tasks that took hours now finish in minutes.
💡 Conseil de pro : Ask for facts, not adjectives, so the AI cannot invent praise that sounds fake.
Conseils et astuces Instantly CRM Pro
After eight months of daily use, these are the habits that saved me the most time.
The advanced features Instantly buried behind small icons are the ones that lift sales productivity most.
Raccourcis clavier
| Action | Raccourci |
|---|---|
| Search leads, campaigns and accounts | Ctrl + K |
| Save sequence draft | Ctrl + S |
| Next message in the unified inbox | J |
| Mark reply as interested | Maj + I |
Fonctionnalités cachées que la plupart des gens ignorent
- Unibox filters: The unified inbox pulls every reply from multiple accounts into one thread view.
- Sous-séquences : Move a lead into a second sequence based on how they replied.
- Block lists: Upload current customers and competitors so campaigns never touch them.
- Website visitor pixel: Identify US-based visitors and turn quiet traffic into growth leads.
- Custom salesflows: Trigger follow up actions automatically based on prospect behaviour.
Those five useful features cost nothing extra and take minutes to switch on.
Erreurs courantes à éviter avec Instant CRM
Mistake #1: Sending From Your Main Domain
❌ Faux : Running cold email from the domain your billing and support run on.
✅ À droite : Buy lookalike domains for outreach and keep your primary domain protected.
Mistake #2: Treating It Like Email Marketing
❌ Faux : Sending image-heavy newsletters to cold lists like a marketing blast.
✅ À droite : Send plain text, under 90 words, with one clear question.
Mistake #3: Ignoring the CRM Side
❌ Faux : Letting positive replies sit in the inbox with no owner or next step.
✅ À droite : Push every interested reply into a deal stage the same day.
Dépannage CRM instantané
Problème : Les e-mails atterrissent dans les spams
Cause: Missing DMARC, cold domains, or spam trigger words in your copy.
Réparer: Fix authentication records, extend warmup, and strip links from the first email.
Problem: Bounce Rate Above Five Percent
Cause: Stale contact data imported from an old export.
Réparer: Re-verify the list, then delete anything the checker marks risky.
Problem: Replies Not Syncing to the CRM
Cause: The inbox lost its connection token after a password change.
Réparer: Reconnect the account, then resync the campaign from the settings menu.
📌 Note: If none of these fix your issue, contact Instantly support through live chat.
Qu'est-ce qu'Instantly CRM ?
Instantly CRM is the customer relationship management layer built into Instantly, the cold email platform.
Think of it as a deal board bolted onto your sending engine.
Most crm software is built around long-term customer relationships and inbound deals.
Instantly points the same idea at email outreach and high-volume cold sending instead.
It also connects to other tools from Instantly.ai without any extra setup.
Regardez ce bref aperçu :
Il comprend les fonctionnalités clés suivantes :
- Comptes de messagerie illimités : Connect and send from unlimited email accounts under one login.
- Échauffement intelligent et rotation de la boîte de réception : Protect sender reputation with unlimited email warmups and inbox rotation.
- Outil de recherche de prospects basé sur l'IA : Pull verified contacts from a vast database of 450 million records.
- Créateur de campagnes intuitif : Build cold outreach campaigns with A/B testing, spintax and scheduling.
- Hyper-personnalisation grâce à l'IA : Write personalized first lines for every lead automatically.
- CRM automatisé : Move replies into a sales pipeline and track deals to close.
- Réseau de délivrabilité : Keep cold email landing in the primary inbox, not spam.
- Analyse des campagnes : Generate detailed reports on opens, replies and booked meetings.
- Personnalisez vos prospects grâce aux suggestions de l'IA : Run custom AI prompts across an entire lead list at once.
It will not top a meilleur logiciel CRM list for enterprise businesses.
Pour une analyse complète, consultez notre Instantly CRM review.
Tarification CRM instantanée
Voici ce que coûte Instantly en 2026 :
| Plan | Prix | Idéal pour |
|---|---|---|
| Croissance | 30 $/mois | Les fondateurs indépendants testent la prospection à froid |
| Hypercroissance | 77,60 $/mois | petite entreprise teams sending daily |
| Vitesse de la lumière | 286,30 $/mois | Agencies running many client campaigns |
| Entreprise | Coutume | Large sales teams needing custom terms |
Even the Growth plan gives access to warmup, the lead finder and analytics.
Essai gratuit : Oui, 14 jours sans carte de crédit requise.
Garantie de remboursement : Yes, refunds are handled within 30 days of purchase.
💰 Meilleur rapport qualité-prix : Hypergrowth — it unlocks unlimited seats and enough sending room for a full team.
There is no permanent free plan, and the basic plan carries export limits on leads.
Calls and SMS tracking arrive as paid add ons, so budget for them separately.
CRM instantané vs alternatives
How does it compare to other crms and sending tools? Here’s the landscape:
Teams needing deep customization or more than minimal API integration usually find better alternatives here.
Here’s a quick look at what stands out:
| Outil | Idéal pour | Prix | Notation |
|---|---|---|---|
| Instantly CRM | Courriels non sollicités en masse | 30 $/mois | ⭐ 4,3 |
| Smartlead | Agency client accounts | 39 $/mois | ⭐ 4,5 |
| Apollon | Data plus dialer | 49 $/mois | ⭐ 4,4 |
| Liste de Lem | Personnalisation créative | 69 $/mois | ⭐ 4,3 |
| Saleshandy | Budget sending | 25 $/mois | ⭐ 4,4 |
| Réponse.io | Séquences multicanaux | 59 $/mois | ⭐ 4,4 |
| Snov | Finding and verifying emails | 30 $/mois | ⭐ 4,4 |
| Mailshake | Simple sales sequences | 29 $/mois | ⭐ 4.2 |
Sélection rapide :
- Meilleur résultat global : Instantly CRM — sending, data and deals in one tool.
- Meilleur budget : Saleshandy — the cheapest way into serious cold email.
- Idéal pour les débutants : Mailshake — the least intimidating campaign setup.
- Idéal pour les agences : Smartlead — client workspaces and white-label reportage.
🎯 Alternatives à Instantly CRM
Looking for a best alternative? Here are the options worth testing:
- 🚀 Snov : Email finder, verifier and drip campaigns bundled together, with a generous free tier for small lists.
- 💼 Apollon: Pairs a 275 million contact database with dialing and sequences, so contact management sits beside outreach.
- 💰 Hunter.io : Cheap, accurate email finding with a light campaign tool attached for teams that mainly need data.
- 📊 Reply.io : Adds LinkedIn, calls and SMS to email, which suits multichannel sales processes.
- 🎯 UpLead : Verified B2B contacts with a 95% accuracy guarantee and credit refunds on bad data.
- 👶 Mailshake : The friendliest setup for a first campaign, with coaching content built into the product.
- 🎨 Liste de lems : Custom images and video in emails, ideal when creative personalization drives your reply rate.
- 🔧 Pic: Agency-friendly sending with strong safety rules and clean deliverability defaults.
- ⚡ Smartlead : Unlimited mailboxes and a master inbox, built for agencies running dozens of client campaigns.
- ⭐ Saleshandy : Budget-friendly sequences with unlimited email accounts on most plans.
- 🔒 Boîte chaude : A dedicated warmup service if you send from another tool and only need reputation help.
- 🌟 Maildoso : Sells ready-made sending infrastructure, so domains and inboxes arrive configured.
- 🔥 Manyreach : Pay-as-you-go pricing with no seat fees, which fits low-volume senders.
- 🧠 Chaleureux : Automated warmup with detailed placement reporting across major inbox providers.
Pour la liste complète, consultez notre Instantly CRM alternatives guide.
⚔️ Comparaison instantanée des CRM
Here’s how it stacks up head to head:
- Instantly CRM vs Snov: Snov wins on price for tiny lists; Instantly wins on sending volume and deliverability tooling.
- Instantly CRM vs Apollo: Apollo has the bigger database and a dialer; Instantly sends cold email more safely at scale.
- Instantly CRM vs Hunter.io: Hunter is the better pure data tool; Instantly is the better campaign engine.
- Instantly CRM vs Reply.io: Reply covers more channels; Instantly costs less and handles far higher email volume.
- Instantly CRM vs UpLead: UpLead offers cleaner data guarantees; Instantly bundles data and sending in one subscription.
- Instantly CRM vs Mailshake: Mailshake is simpler to learn; Instantly gives you warmup, rotation and a deal board.
- Instantly CRM vs Lemlist: Lemlist wins on creative personalization; Instantly wins on inbox placement and cost per send.
- Instantly CRM vs Woodpecker: Woodpecker suits careful low-volume senders; Instantly suits teams pushing thousands of emails.
- Instantly CRM vs Smartlead: Smartlead has stronger white-label features; Instantly has the better lead finder and interface.
- Instantly CRM vs Saleshandy: Saleshandy is cheaper per seat; Instantly has a deeper database and stronger analytics.
- Instantly CRM vs Warmbox: Warmbox only warms inboxes; Instantly includes warmup free inside every paid plan.
- Instantly CRM vs Maildoso: Maildoso sells infrastructure, not campaigns; Instantly runs the campaigns on top of it.
- Instantly CRM vs Manyreach: Manyreach charges by usage; Instantly charges by plan, which works out cheaper at volume.
- Instantly CRM vs Warmy: Warmy gives deeper warmup analytics; Instantly gives you the whole outbound workflow instead.
Commencez à utiliser Instantly CRM dès maintenant
You learned how to use every major feature:
- ✅ Comptes de messagerie illimités
- ✅ Échauffement intelligent et rotation de la boîte de réception
- ✅ Outil de recherche de prospects basé sur l'IA
- ✅ Créateur de campagnes intuitif
- ✅ Hyper-personnalisation grâce à l'IA
- ✅ CRM automatisé
- ✅ Réseau de délivrabilité
- ✅ Analyse des campagnes
- ✅ Personnalisez vos prospects grâce aux suggestions de l'IA
Étape suivante : Pick one feature and try it today.
La plupart des gens commencent par des comptes de messagerie illimités.
Cela prend moins de cinq minutes.
Foire aux questions
Does instantly have CRM?
Yes. Instantly includes a built-in crm feature that turns campaign replies into deal cards, so you can manage leads and track closing deals in one place.
À quoi sert l'instantanéité ?
Instantly runs cold outreach campaigns at scale. It connects multiple email accounts, finds leads, warms inboxes, sends sequences, and reports on what replies.
Comment utiliser un CRM étape par étape ?
Connect your inboxes, import leads, launch a campaign, then open the CRM tab. Build stages matching your sales process and drag each deal forward.
Is instantly good for cold emails?
Yes. Unlimited email warmups, inbox rotation and a deliverability network make it one of the stronger tools for cold emailing at high volume.
How does instantly AI work?
AI scans each lead’s company data, then writes personalized opening lines. Custom prompts enrich whole lists at once, cutting repetitive tasks to minutes.
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