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Questa guida illustra tutte le funzionalità di Instantly CRM:
- Iniziare — Crea il tuo account e collega gli account email
- Come utilizzare account email illimitati — Connect and send from unlimited email accounts under one login
- Come utilizzare il riscaldamento intelligente e la rotazione della posta in arrivo — Protect sender reputation with unlimited email warmups and inbox rotation
- Come utilizzare un sistema di ricerca di lead basato sull'intelligenza artificiale — Pull verified contacts from a vast database of 450 million records
- Come utilizzare Intuitive Campaign Builder — Build cold outreach campaigns with A/B testing, spintax and scheduling
- Come utilizzare l'iper-personalizzazione con l'IA — Write personalized first lines for every lead automatically
- Come utilizzare un CRM automatizzato — Move replies into a sales pipeline and track deals to close
- Come utilizzare Deliverability Network — Keep cold email landing in the primary inbox, not spam
- Come utilizzare le analisi delle campagne — Generate detailed reports on opens, replies and booked meetings
- — Crea frasi di apertura uniche basate sull'intelligenza artificiale per ogni potenziale cliente — Run custom AI prompts across an entire lead list at once
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 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.
Tutorial CRM immediato
This How to Use Instantly CRM tutorial walks through setup, sending, and the customer relationship management side that turns replies into revenue.
CRM istantaneo
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.
Guida introduttiva a Instantly CRM
Do this one-time setup before you touch any campaign.
Ci vogliono circa tre minuti.
Here is my walkthrough of the platform first:
Ora analizziamo ogni passaggio.
Passaggio 1: crea il tuo account
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.
✓ Punto di controllo: 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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Fatto: Your workspace is live and ready for any feature below.
Come utilizzare gli account email illimitati di Instantly CRM
Account di posta elettronica illimitati lets you connect unlimited email accounts and send from all of them at once.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: Every inbox appears in the list with a health score.
Passaggio 3: Imposta i limiti giornalieri
Cap each inbox at 30 to 50 sends per day.
Low limits across multiple accounts beat high limits on one.
✅ Risultato: You can send thousands of emails a month without stressing a single domain.
💡 Consiglio da professionista: Buy secondary domains for cold emailing and keep your main domain for real customers.
Come utilizzare Instantly CRM Smart Warm-up e la rotazione della posta in arrivo
Riscaldamento intelligente e rotazione della posta in arrivo protects deliverability with unlimited email warmups and inbox rotation across every inbox.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Your sender reputation stays clean while daily volume grows.
💡 Consiglio da professionista: Never pause warmup on an active sending inbox, even during quiet weeks.
Come utilizzare Instantly CRM, lo strumento di ricerca lead basato sull'intelligenza artificiale.
Ricerca di contatti basata sull'intelligenza artificiale pulls verified contacts from a vast database of over 450 million Attività commerciale record.
Ecco come usarlo passo dopo passo.
Passaggio 1: Apri il Lead Finder
Click Leads, then Find Leads to open the search panel.
The lead finder feature works without any extra data tool.
Passaggio 2: Applica i filtri
Stack multiple filters for title, headcount, industry and location.
Narrow to a few hundred contacts rather than tens of thousands.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: You have a targeted list without paying a separate data vendor.
💡 Consiglio da professionista: Filter for people who changed jobs in the last 90 days for warmer replies.
Come utilizzare Instantly CRM Intuitive Campaign Builder
Campagna intuitiva Costruttore turns a lead list into a running sequence with follow ups and testing built in.
Ecco come usarlo passo dopo passo.
Passaggio 1: Creare la campagna
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.
Ecco come si presenta:
✓ Punto di controllo: The campaign status flips from Draft to Active.
Imposta limiti di invio e finestre di programmazione per evitare i filtri antispam.
Pick sending windows that match your prospect’s time zone.
Attach your warmed inboxes, then hit Launch.
✅ Risultato: Your cold outreach campaigns run daily without manual sending.
💡 Consiglio da professionista: Run A/B tests on subject lines only, so you can fine tune one variable at a time.
Come utilizzare l'iper-personalizzazione istantanea del CRM con l'IA
Iper-personalizzazione con l'IA writes a custom opening line for each lead using company data you already imported.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Every prospect reads a line written for their business, not a mail merge.
💡 Consiglio da professionista: Reference something measurable, like headcount growth, instead of complimenting the website.
Come utilizzare Instantly CRM CRM automatizzato
CRM automatizzato moves interested replies into a sales pipeline so nothing stalls after the first yes.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Lead management and sending live in a single place instead of two apps.
💡 Consiglio da professionista: Keep the board to five stages, since long boards get abandoned within a month.
Come utilizzare Instantly CRM Deliverability Network
Rete di consegna checks and repairs the technical setup that decides whether cold email reaches the inbox.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Your emails land in the primary tab, where prospects actually read them.
💡 Consiglio da professionista: Retest placement after any big copy change, because links and images move you to spam.
Come utilizzare Instantly CRM Campaign Analytics
Analisi della campagna lets you generate detailed reports on opens, replies, positive rates and booked calls.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: You know which message earns meetings instead of guessing.
💡 Consiglio da professionista: Watch bounce rate weekly, since a spike above three percent means your data needs cleaning.
How to Use Instantly CRM Personalize Leads
ti permette di creare istruzioni AI personalizzate che generano frasi di apertura uniche per ogni potenziale cliente. runs one AI prompt across an entire list so research stops eating your morning.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Repetitive tasks that took hours now finish in minutes.
💡 Consiglio da professionista: Ask for facts, not adjectives, so the AI cannot invent praise that sounds fake.
Suggerimenti e scorciatoie per 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.
Scorciatoie da tastiera
| Azione | Scorciatoia |
|---|---|
| Search leads, campaigns and accounts | Ctrl + K |
| Save sequence draft | Ctrl + S |
| Next message in the unified inbox | J |
| Mark reply as interested | Maiusc + I |
Funzionalità nascoste che la maggior parte delle persone non nota
- Unibox filters: The unified inbox pulls every reply from multiple accounts into one thread view.
- Sottosequenze: 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.
Errori comuni da evitare in Instant CRM
Mistake #1: Sending From Your Main Domain
❌ Sbagliato: Running cold email from the domain your billing and support run on.
✅ A destra: Buy lookalike domains for outreach and keep your primary domain protected.
Mistake #2: Treating It Like Email Marketing
❌ Sbagliato: Sending image-heavy newsletters to cold lists like a marketing blast.
✅ A destra: Send plain text, under 90 words, with one clear question.
Mistake #3: Ignoring the CRM Side
❌ Sbagliato: Letting positive replies sit in the inbox with no owner or next step.
✅ A destra: Push every interested reply into a deal stage the same day.
Risoluzione immediata dei problemi del CRM
Problema: le email finiscono nella cartella spam.
Causa: Missing DMARC, cold domains, or spam trigger words in your copy.
Aggiustare: Fix authentication records, extend warmup, and strip links from the first email.
Problem: Bounce Rate Above Five Percent
Causa: Stale contact data imported from an old export.
Aggiustare: Re-verify the list, then delete anything the checker marks risky.
Problem: Replies Not Syncing to the CRM
Causa: The inbox lost its connection token after a password change.
Aggiustare: Reconnect the account, then resync the campaign from the settings menu.
📌 Nota: If none of these fix your issue, contact Instantly support through live chat.
Cos'è Instantly CRM?
CRM istantaneo 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.
Guarda questa breve panoramica:
Include le seguenti caratteristiche principali:
- Account di posta elettronica illimitati: Connect and send from unlimited email accounts under one login.
- Riscaldamento intelligente e rotazione della posta in arrivo: Protect sender reputation with unlimited email warmups and inbox rotation.
- Ricerca di potenziali clienti basata sull'intelligenza artificiale: Pull verified contacts from a vast database of 450 million records.
- Strumento intuitivo per la creazione di campagne: Build cold outreach campaigns with A/B testing, spintax and scheduling.
- Iper-personalizzazione con l'IA: Write personalized first lines for every lead automatically.
- CRM automatizzato: Move replies into a sales pipeline and track deals to close.
- Rete di consegna: Keep cold email landing in the primary inbox, not spam.
- Analisi della campagna: Generate detailed reports on opens, replies and booked meetings.
- Crea istruzioni AI personalizzate per frasi di apertura uniche per ogni potenziale cliente. Run custom AI prompts across an entire lead list at once.
It will not top a miglior software CRM list for enterprise businesses.
Per una recensione completa, consulta la nostra Instantly CRM review.
Prezzi CRM immediati
Ecco quanto costerà Instantly nel 2026:
| Piano | Prezzo | Ideale per |
|---|---|---|
| Crescita | $ 30/mese | Fondatori di aziende individuali che testano la ricerca a freddo |
| Ipercrescita | $77,60/mese | Piccola impresa teams sending daily |
| Velocità della luce | $286,30/mese | Agencies running many client campaigns |
| Impresa | Costume | Large sales teams needing custom terms |
Even the Growth plan gives access to warmup, the lead finder and analytics.
Prova gratuita: No, ma puoi annullare l'abbonamento in qualsiasi momento prima del prossimo ciclo di fatturazione.
Garanzia di rimborso: Yes, refunds are handled within 30 days of purchase.
💰 Miglior rapporto qualità-prezzo: 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 istantaneo vs alternative
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:
| Attrezzo | Ideale per | Prezzo | Valutazione |
|---|---|---|---|
| CRM istantaneo | E-mail a freddo ad alto volume | 30 dollari al mese | ⭐ 4.3 |
| Smartlead | Agency client accounts | $39/mese | ⭐ 4,5 |
| Apollo | Data plus dialer | $49/mese | ⭐ 4.4 |
| Lemlist | Personalizzazione creativa | $69/mese | ⭐ 4.3 |
| Venditore pratico | Budget sending | 25 dollari al mese | ⭐ 4.4 |
| Rispondi.io | Sequenze multicanale | $ 59/mese | ⭐ 4.4 |
| Snov | Finding and verifying emails | 30 dollari al mese | ⭐ 4.4 |
| Mailshake | Simple sales sequences | $29/mese | ⭐ 4.2 |
Scelte rapide:
- Il migliore in assoluto: Instantly CRM — sending, data and deals in one tool.
- Miglior budget: Saleshandy — the cheapest way into serious cold email.
- Ideale per principianti: Mailshake — the least intimidating campaign setup.
- Ideale per le agenzie: Smartlead — client workspaces and white-label segnalazione.
🎯 Alternative immediate al 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.
- 💼 Apollo: 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.
- 📊 Rispondi.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.
- 🎨 Lemlist: Custom images and video in emails, ideal when creative personalization drives your reply rate.
- 🔧 Picchio: 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.
- ⭐ Venditore pratico: Budget-friendly sequences with unlimited email accounts on most plans.
- 🔒 Warmbox: 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.
- 🔥 Molti raggiungono: Pay-as-you-go pricing with no seat fees, which fits low-volume senders.
- 🧠 Caldo: Automated warmup with detailed placement reporting across major inbox providers.
Per l'elenco completo, consultare il nostro Instantly CRM alternatives guida.
⚔️ Confronta istantaneamente i 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.
Inizia subito a usare Instantly CRM
You learned how to use every major feature:
- ✅ Account email illimitati
- ✅ Riscaldamento intelligente e rotazione della posta in arrivo
- ✅ Ricerca di potenziali clienti basata sull'intelligenza artificiale
- ✅ Strumento intuitivo per la creazione di campagne
- ✅ Iper-personalizzazione con l'IA
- ✅ CRM automatizzato
- ✅ Rete di consegna
- ✅ Analisi della campagna
- Innanzitutto, apri la sezione CRM dal menu a sinistra e crea le fasi della tua trattativa, come "Risposta ricevuta", "Appuntamento fissato" e "Conclusa con successo". Successivamente, importa i tuoi lead o lascia che vengano importati automaticamente dalle tue campagne. Quindi, configura flussi di lavoro automatizzati che attivano i follow-up in base al comportamento del potenziale cliente. Infine, utilizza la visualizzazione pipeline per monitorare i progressi e concludere più affari.
Passo successivo: Pick one feature and try it today.
La maggior parte delle persone inizia con un piano di posta elettronica con account illimitati.
Ci vogliono meno di cinque minuti.
Domande frequenti
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.
A cosa serve l'immediato?
Instantly runs cold outreach campaigns at scale. It connects multiple email accounts, finds leads, warms inboxes, sends sequences, and reports on what replies.
Come utilizzare un CRM passo dopo passo?
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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