Avvio rapido
Come utilizzare la Gestione contatti
- Iniziare — Create your account and finish basic setup
- — Archivia e monitora ogni potenziale cliente in un unico posto — Store every customer detail in one searchable record
- —Organizzare i conti e le relazioni commerciali — Group contacts under one parent account record
- — Monitora le trattative lungo tutto il processo di vendita — Move deals through stages and forecast revenue
- — Pianifica riunioni e sincronizza gli appuntamenti — Let prospects book meetings without email ping-pong
- Come utilizzare report e analisi — 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
- Come utilizzare l'automazione delle vendite — Score leads and automate repetitive sales tasks
Tempo necessario: 5 minuti per ogni servizio
In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative
Perché fidarsi di questa guida
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.
Questa guida ti mostra come utilizzare ogni funzionalità principale, passo dopo passo.
Tutorial Agile CRM
This How to Use Agile CRM tutorial walks through each feature in order, from first login to sales automazione.
CRM agile
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.
Introduzione ad Agile CRM
Prima di utilizzare qualsiasi funzionalità, completa questa configurazione iniziale.
Ci vogliono circa tre minuti.
Watch my walkthrough first:
Now let’s go through each step.
Passaggio 1: crea il tuo account
Go to the Agile CRM website and click Sign Up.
Inserisci il tuo indirizzo email di lavoro e crea una password.
✓ Punto di controllo: A confirmation email lands in your inbox.
Passaggio 2: Apri l'applicazione 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.
Dovresti visualizzare la dashboard principale con le opzioni di streaming.
✓ Punto di controllo: 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.
✅ Fatto: Multistream
How to Use Agile CRM Contacts Manager
Consente di archiviare tutti i lead e i profili dei clienti in un unico database centralizzato. lets you keep every contact record, note and email thread in one place.
Ecco come usarlo, passo dopo passo.
Passaggio 1: Importa i tuoi contatti
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 sensibilizzazione.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Your whole contact database now lives on a single platform.
💡 Consiglio da professionista: Set up tags before importing. Retagging thousands of contacts later wastes hours.
How to Manage Agile CRM Companies
ti permette di organizzare lets you link several contacts to one parent account so nothing gets double-counted.
Ecco come usarlo, passo dopo passo.
Vai alla scheda "Aziende" nella barra laterale sinistra.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: You can see account-wide revenue instead of scattered contacts.
💡 Consiglio da professionista: Match company records by domain, not by name. Name spellings drift across imports.
How to Use Agile CRM Deals Manager
ti permette di monitorare visivamente ogni opportunità lungo tutto il percorso di vendita. lets you track every deal through clear stages and forecast revenue honestly.
Ecco come usarlo, passo dopo passo.
Passaggio 1: Costruisci le fasi della tua pipeline
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Your sales team can see pipeline velocity at a glance.
💡 Consiglio da professionista: Add a lost-reason field. Reviewing lost deals monthly shows exactly where sales stall.
Pianifica gli incontri e condividi i link di prenotazione con i potenziali clienti.
Calendario online lets you share your availability and let prospects book meetings themselves.
Ecco come usarlo, passo dopo passo.
Step 1: Sync Your Existing Calendar
Connect Google or Office 365 under Calendar settings.
Both calendars now update in real time.
Passaggio 2: Imposta la tua disponibilità
Define working hours, buffer time and incontro length.
Copy the booking link into your email signature.
Ecco come si presenta:
✓ Punto di controllo: Your public booking page loads with open time slots.
Step 3: Enable Reminders
Turn on automatic email reminders to cut no-shows.
✅ Risultato: Meetings get booked without a single scheduling email.
💡 Consiglio da professionista: Add a 15-minute buffer between calls. Back-to-back demos leave no time for follow-up notes.
Consente di monitorare le prestazioni di vendita e i risultati delle campagne in tempo reale.
Report e analisi lets you measure sales performance and marketing campaign results without exporting anything.
Ecco come usarlo, passo dopo passo.
Passaggio 1: Aprire la dashboard dei report
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 Presto.
Ecco come si presenta:
✓ Punto di controllo: Your dashboard refreshes with live pipeline figures.
Step 3: Schedule Email Reports
Send weekly summaries to managers so nobody chases numbers.
✅ Risultato: You now track progress against measurable goals every week.
💡 Consiglio da professionista: 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.
Ecco come usarlo, passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: Test contacts receive the message within a minute.
Step 3: Turn the Campaign On
Activate it and watch replies land in the shared inbox.
✅ Risultato: Your outreach now responds to real interest instead of a fixed schedule.
💡 Consiglio da professionista: 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.
Ecco come usarlo, passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: A test submission creates a tagged contact instantly.
Step 3: Launch a Drip Campaign
Chain emails with wait steps and branching conditions.
✅ Risultato: Marketing runs full campaigns without waiting on technology support.
💡 Consiglio da professionista: 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.
Ecco come usarlo, passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Support requests get answered faster with less manual sorting.
💡 Consiglio da professionista: Review canned replies monthly. Stale answers about old features frustrate loyal clients.
Automatizza i follow-up, l'assegnazione dei compiti e gli aggiornamenti sulle trattative.
Automazione delle vendite lets you score leads automatically and hand reps only the ones ready to buy.
Ecco come usarlo, passo dopo passo.
Passaggio 1: Configurare il sistema di punteggio dei lead
Assign points for demographics and engagement behaviours.
Dynamic lead scoring ranks every lead against your ideal buyer.
Passaggio 2: Creare il flusso di lavoro
Add automatic tasks, follow-ups and stage changes.
Automating repetitive work frees reps for relationship building.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Reps spend their day on live opportunities, not admin.
💡 Consiglio da professionista: Decay scores over time. A lead who browsed pricing in March is not hot in July.
Dopo aver testato Agile CRM per oltre due anni, ecco i miei migliori consigli.
After eight months inside the product, these are the tips that saved me the most time.
Scorciatoie da tastiera
| Azione | Scorciatoia |
|---|---|
| Ricerca globale | / |
| New contact | C |
| New deal | D |
| New task | T |
Funzionalità nascoste che la maggior parte delle persone non nota
- 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.
Errore n. 1: Saltare i tag di contatto durante l'importazione
Mistake #1: Importing Messy Data
❌ Sbagliato: Dumping an unfiltered spreadsheet straight into the contacts database.
✅ A destra: Deduplicate and standardise fields first. Dirty data breaks every report you build later.
Mistake #2: Automating Before You Understand the Process
❌ Sbagliato: Building 20 workflows in week one, then wondering why leads get three emails.
✅ A destra: Run the process manually for two weeks. Automate only the steps you repeat every day.
Mistake #3: Ignoring the Reports Tab
❌ Sbagliato: Treating the CRM as a contact list and never opening analytics.
✅ A destra: Review pipeline and campaign reports weekly. That feedback loop is where the real growth comes from.
Problema: le email non si sincronizzano con Agile CRM
Problema: le email finiscono nella cartella spam.
Causa: Your sending domain has no SPF or DKIM records.
Aggiustare: 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.
Aggiustare: 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.
Aggiustare: Open the campaign log, find the stalled node and add a fallback branch.
📌 Nota: è uno strumento completo per la gestione delle relazioni con i clienti (CRM) che integra funzionalità di vendita, marketing e assistenza in un'unica piattaforma.
Che cos'è Agile CRM?
CRM agile 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:
Include le seguenti caratteristiche principali:
- Archivia e monitora ogni potenziale cliente con profili a 360 gradi e un sistema di punteggio. A 360-degree contact view showing communication history and web activities for each customer.
- Organizza i conti aziendali e collega i contatti alle società madri. Company records that tie multiple contacts, deals and notes to a single business account.
- Monitora le trattative tramite pipeline visive drag-and-drop. Sales tools that manage the pipeline and track deals through each stage to close.
- Pianifica riunioni con link di prenotazione condivisibili. A shared booking calendar with appointment slots, reminders and two-way sync.
- Report e analisi: Real-time dashboards for sales pipeline velocity, conversion rates and campaign results.
- Migliora il coinvolgimento dei clienti: Multi-channel engagement with email, SMS and web popups triggered by real behaviour.
- Potenziare i team di marketing: A landing page builder plus forms and multi-step campaign automation for lead capture.
- Semplifica il servizio clienti: A helpdesk and ticketing system with prioritisation, canned responses and SLA rules.
- Automazione delle vendite: 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.
Per una ripartizione completa, consultare il nostro Ecco quanto costerà Agile CRM nel 2026:.
Prezzi di Agile CRM
Here is what Agile CRM costs in 2026:
| Piano | Prezzo | Ideale per |
|---|---|---|
| Gratuito | Gratuito | Up to 10 users testing the basics |
| Antipasto | $8.99 | Solo founders and tiny sales teams |
| Regolare | $29.99 | Team in crescita che necessitano di automazione del marketing |
| Impresa | $47.99 | Larger teams wanting full access and support |
Prova gratuita: Yes — the free plan runs indefinitely for up to 10 users.
Garanzia di rimborso: No refund policy is published, so start on the free tier.
💰 Miglior rapporto qualità-prezzo: Regular at $29.99 — it unlocks marketing automation and reports without enterprise pricing.
CRM agile a confronto con le alternative
How does Agile CRM compare? Here is the competitive landscape.
Guarda questo confronto:
| Attrezzo | Ideale per | Prezzo | Valutazione |
|---|---|---|---|
| CRM agile | All-in-one budget CRM | $ 8,99/mese | ⭐ 2.8 |
| GoHighLevel | Agenzie | 97 dollari al mese | ⭐ 4.4 |
| Mantenere | Commercio elettronico | 249 dollari al mese | ⭐ 4.1 |
| Campagna attiva | Automazione delle e-mail | $29/mese | ⭐ 4,5 |
| HubSpot | Scaling teams | $20/mese | ⭐ 4,5 |
| ClickFunnels | Funnels | 97 dollari al mese | ⭐ 4.2 |
| Popolare | Reti | $20/mese | ⭐ 4.3 |
| Immediatamente | Attività di sensibilizzazione a freddo | 37 dollari al mese | ⭐ 4.4 |
Scelte rapide:
- Il migliore in assoluto: HubSpot — the widest feature set and the smoothest onboarding.
- Miglior budget: Agile CRM — nine modules for under $10 per user.
- Ideale per principianti: Capsule CRM — almost nothing to configure.
- Ideale per il marketing: ActiveCampaign — unmatched campaign branching.
🎯 Alternative al CRM Agile
Looking for Agile CRM alternatives? Here are the top options.
- 🚀 GoHighLevel: All-in-one agency platform with funnels, SMS and white-label client portals.
- 💼 Mantenere: Small-business automation with strong e-commerce and invoicing built in.
- ⚡ Campagna attiva: Deep email automation with branching logic and predictive sending.
- 🌟 HubSpot: Polished interface, huge app marketplace and a genuinely usable free tier.
- 🎨 ClickFunnels: Funnel-first builder for landing pages, upsells and checkout flows.
- 👥 Gente: Lightweight relationship CRM that pulls contacts from your inbox and LinkedIn.
- 📧 Immediatamente: Cold email sending at scale with inbox rotation and riscaldamento.
- 🔧 ClickUp: Work management with tasks, docs and a flexible CRM template.
- 🎯 CRM del lunedì: Visual boards that non-technical teams pick up in an afternoon.
- 👶 CRM in capsule: Clean, no-nonsense contact and pipeline tracking for small teams.
- 📊 Approfondito: CRM plus project delivery, useful when sales hands work to operations.
- 🔥 CRM Freshsales: AI lead scoring and built-in phone with a generous starter tier.
- 🏢 Salesforce: Enterprise standard with unmatched customisation and segnalazione profondità.
- 🔒 Zendesk: Best-in-class support desk with mature SLA and knowledge base tools.
Per l'elenco completo, consultare il nostro Alternative a Agile CRM guida.
⚔️ Confronto tra Agile CRM
Here is how Agile CRM stacks up against each competitor.
- Agile CRM contro GoHighLevel: GoHighLevel wins for agencies reselling access. Agile CRM is cheaper for a single in-house team.
- Agile CRM contro Keap: Keap handles payments natively. Agile CRM costs far less per user for basic pipeline work.
- Agile CRM contro ActiveCampaign: ActiveCampaign wins on email depth. Agile CRM wins on bundled helpdesk and telephony.
- Agile CRM contro HubSpot: HubSpot scales further. Agile CRM keeps costs flat once your contact list grows.
- Agile CRM vs ClickFunnels: ClickFunnels sells better. Agile CRM manages the customer relationship after the sale.
- CRM agile contro approccio tradizionale: Folk is simpler for networking. Agile CRM offers real marketing and service modules.
- CRM Agile vs Instantly: Instantly wins for outbound volume. Agile CRM manages the pipeline those replies create.
- Agile CRM contro ClickUp: ClickUp is better for project delivery. Agile CRM is purpose-built for sales.
- CRM agile contro CRM del lunedì: Monday CRM looks friendlier. Agile CRM includes telephony and ticketing at a lower price.
- CRM agile vs CRM a capsule: Capsule is easier to learn. Agile CRM packs more marketing features into one interface.
- Agile CRM contro Insightly: Insightly tracks delivery better. Agile CRM automates marketing that Insightly leaves to add-ons.
- Agile CRM contro Freshsales CRM: Freshsales has better support. Agile CRM is cheaper at every paid step.
- CRM agile contro Salesforce: Salesforce fits enterprises. Agile CRM suits teams without an admin on payroll.
- CRM agile contro Zendesk: Zendesk wins on service. Agile CRM bundles sales, marketing and support together.
Hai imparato a utilizzare tutte le principali funzionalità di Agile CRM:
✅ Gestione dei contatti
- ✅ Gestisci aziende
- ✅ Gestione delle trattative
- ✅ Calendario online
- ✅ Coinvolgimento del cliente
- ✅ Report e analisi
- ✅ Enhances Customer Engagement
- ✅ Empower Marketing Teams
- ✅ Streamlines Customer Service
- La maggior parte delle persone inizia con la gestione dei contatti.
Passo successivo: Pick one feature and try it today.
Sì, Agile CRM offre un piano gratuito per un massimo di 10 utenti. Include le funzionalità CRM di base come la gestione dei contatti, il monitoraggio delle trattative, l'assegnazione di punteggi ai lead e le campagne email. Il piano gratuito non ha limiti di tempo, ma prevede un limite di 1.000 contatti e integrazioni limitate.
Ci vogliono meno di cinque minuti.
Teams that achieve real success here start with one module and add the rest slowly.
Domande frequenti
Agile CRM è davvero 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.
Come utilizzare un CRM passo dopo passo?
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.
Che cosa significa Agile CRM?
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 è basato sul cloud?
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.
Quali sono le 3 funzionalità CRM di base?
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).
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