クイックスタート
このガイドでは、Instantly CRMのすべての機能について説明します。
- はじめる アカウントを作成し、メールアカウントを接続します。
- 無制限のメールアカウントの使い方 — Connect and send from unlimited email accounts under one login
- スマートウォームアップと受信トレイローテーションの使い方 — Protect sender reputation with unlimited email warmups and inbox rotation
- AI搭載リードファインダーの使い方 — Pull verified contacts from a vast database of 450 million records
- 直感的なキャンペーンビルダーの使い方 — Build cold outreach campaigns with A/B testing, spintax and scheduling
- AIを活用したハイパーパーソナライゼーションの活用方法 — Write personalized first lines for every lead automatically
- 自動化されたCRMの使い方 — Move replies into a sales pipeline and track deals to close
- デリバラビリティネットワークの使い方 — Keep cold email landing in the primary inbox, not spam
- キャンペーン分析ツールの使い方 — Generate detailed reports on opens, replies and booked meetings
- AIプロンプトを使用してリードをパーソナライズする方法 — Run custom AI prompts across an entire lead list at once
所要時間： 各作品につき5分
このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案
このガイドを信頼する理由
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.
Instantly CRMチュートリアル
This How to Use Instantly CRM tutorial walks through setup, sending, and the customer relationship management side that turns replies into revenue.
即座に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.
Instantly CRM の利用開始
Do this one-time setup before you touch any campaign.
約3分かかります。
Here is my walkthrough of the platform first:
それでは、各ステップを詳しく見ていきましょう。
ステップ1：アカウントを作成する
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.
✓ チェックポイント: 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.
これがその様子です。
✓ チェックポイント: 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.
✅ 完了: Your workspace is live and ready for any feature below.
Instantly CRMの無制限メールアカウントの使い方
無制限のメールアカウント lets you connect unlimited email accounts and send from all of them at once.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: Every inbox appears in the list with a health score.
ステップ3：1日の上限を設定する
Cap each inbox at 30 to 50 sends per day.
Low limits across multiple accounts beat high limits on one.
✅ 結果: You can send thousands of emails a month without stressing a single domain.
💡 プロのヒント: Buy secondary domains for cold emailing and keep your main domain for real customers.
Instantly CRM スマートウォームアップと受信トレイローテーションの使い方
スマートウォームアップ＆受信トレイローテーション protects deliverability with unlimited email warmups and inbox rotation across every inbox.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Your sender reputation stays clean while daily volume grows.
💡 プロのヒント: Never pause warmup on an active sending inbox, even during quiet weeks.
Instantly CRM AI搭載リードファインダーの使い方
AI搭載リードファインダー pulls verified contacts from a vast database of over 450 million 仕事 記録。
以下に、その使用方法をステップごとに説明します。
ステップ1：リードファインダーを開く
Click Leads, then Find Leads to open the search panel.
The lead finder feature works without any extra data tool.
ステップ2：フィルターを適用する
Stack multiple filters for title, headcount, industry and location.
Narrow to a few hundred contacts rather than tens of thousands.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: You have a targeted list without paying a separate data vendor.
💡 プロのヒント: Filter for people who changed jobs in the last 90 days for warmer replies.
Instantly CRMの直感的なキャンペーンビルダーの使い方
直感的なキャンペーン ビルダー turns a lead list into a running sequence with follow ups and testing built in.
以下に、その使用方法をステップごとに説明します。
ステップ1：キャンペーンを作成する
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.
これがその様子です。
✓ チェックポイント: The campaign status flips from Draft to Active.
ステップ3：スケジュール設定とローンチ
Pick sending windows that match your prospect’s time zone.
Attach your warmed inboxes, then hit Launch.
✅ 結果: Your cold outreach campaigns run daily without manual sending.
💡 プロのヒント: Run A/B tests on subject lines only, so you can fine tune one variable at a time.
AIを活用したCRMハイパーパーソナライゼーションを即座に利用する方法
AIによるハイパーパーソナライゼーション writes a custom opening line for each lead using company data you already imported.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Every prospect reads a line written for their business, not a mail merge.
💡 プロのヒント: Reference something measurable, like headcount growth, instead of complimenting the website.
Instantly CRM の使い方 自動化された CRM
自動化されたCRM moves interested replies into a sales pipeline so nothing stalls after the first yes.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Lead management and sending live in a single place instead of two apps.
💡 プロのヒント: Keep the board to five stages, since long boards get abandoned within a month.
Instantly CRM デリバラビリティ ネットワークの使い方
デリバラビリティネットワーク checks and repairs the technical setup that decides whether cold email reaches the inbox.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Your emails land in the primary tab, where prospects actually read them.
💡 プロのヒント: Retest placement after any big copy change, because links and images move you to spam.
Instantly CRMキャンペーン分析の使い方
キャンペーン分析 lets you generate detailed reports on opens, replies, positive rates and booked calls.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: You know which message earns meetings instead of guessing.
💡 プロのヒント: Watch bounce rate weekly, since a spike above three percent means your data needs cleaning.
How to Use Instantly CRM Personalize Leads
AIプロンプトでリードをパーソナライズする runs one AI prompt across an entire list so research stops eating your morning.
以下に、その使用方法をステップごとに説明します。
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.
これがその様子です。
✓ チェックポイント: 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.
✅ 結果: Repetitive tasks that took hours now finish in minutes.
💡 プロのヒント: Ask for facts, not adjectives, so the AI cannot invent praise that sounds fake.
Instantly CRMのプロ向けヒントとショートカット
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.
キーボードショートカット
| アクション | ショートカット |
|---|---|
| Search leads, campaigns and accounts | Ctrl + K |
| Save sequence draft | Ctrl + S |
| Next message in the unified inbox | J |
| Mark reply as interested | Shift + I |
ほとんどの人が見逃す隠れた機能
- Unibox filters: The unified inbox pulls every reply from multiple accounts into one thread view.
- 部分列: 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.
Instantly CRMで避けるべきよくある間違い
Mistake #1: Sending From Your Main Domain
❌ 間違い: Running cold email from the domain your billing and support run on.
✅ 右: Buy lookalike domains for outreach and keep your primary domain protected.
Mistake #2: Treating It Like Email Marketing
❌ 間違い: Sending image-heavy newsletters to cold lists like a marketing blast.
✅ 右: Send plain text, under 90 words, with one clear question.
Mistake #3: Ignoring the CRM Side
❌ 間違い: Letting positive replies sit in the inbox with no owner or next step.
✅ 右: Push every interested reply into a deal stage the same day.
Instantly CRMのトラブルシューティング
問題：メールがスパムフォルダに振り分けられる
原因： Missing DMARC, cold domains, or spam trigger words in your copy.
修理： Fix authentication records, extend warmup, and strip links from the first email.
Problem: Bounce Rate Above Five Percent
原因： Stale contact data imported from an old export.
修理： Re-verify the list, then delete anything the checker marks risky.
Problem: Replies Not Syncing to the CRM
原因： The inbox lost its connection token after a password change.
修理： Reconnect the account, then resync the campaign from the settings menu.
📌 注記： If none of these fix your issue, contact Instantly support through live chat.
Instantly CRMとは何ですか？
即座に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.
こちらの簡単な概要をご覧ください。
主な機能は以下のとおりです。
- 無制限のメールアカウント: Connect and send from unlimited email accounts under one login.
- スマートなウォームアップと受信トレイのローテーション： Protect sender reputation with unlimited email warmups and inbox rotation.
- AIを活用したリードファインダー： Pull verified contacts from a vast database of 450 million records.
- 直感的なキャンペーンビルダー： Build cold outreach campaigns with A/B testing, spintax and scheduling.
- AIによるハイパーパーソナライゼーション： Write personalized first lines for every lead automatically.
- 自動化されたCRM： Move replies into a sales pipeline and track deals to close.
- デリバラビリティネットワーク： Keep cold email landing in the primary inbox, not spam.
- キャンペーン分析: Generate detailed reports on opens, replies and booked meetings.
- AIプロンプトでリードをパーソナライズする： Run custom AI prompts across an entire lead list at once.
It will not top a 最高のCRMソフトウェア list for enterprise businesses.
詳細なレビューについては、こちらをご覧ください。 Instantly CRM review.
CRMの即時価格設定
Instantlyの2026年の料金は以下のとおりです。
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 成長 | 月額30ドル | ソロ創業者がコールドアウトリーチをテスト |
| ハイパー成長 | 月額77.60ドル | 中小企業 teams sending daily |
| 光速 | 月額286.30ドル | Agencies running many client campaigns |
| 企業 | カスタム | Large sales teams needing custom terms |
Even the Growth plan gives access to warmup, the lead finder and analytics.
無料トライアル: はい、クレジットカード不要で14日間ご利用いただけます。
返金保証: Yes, refunds are handled within 30 days of purchase.
💰 最もお得な価格: 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.
Instantly CRMと代替ソリューションの比較
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:
| 道具 | 最適な用途 | 価格 | 評価 |
|---|---|---|---|
| 即座にCRM | 大量のコールドメール | 月額30ドル | ⭐ 4.3 |
| スマートリード | Agency client accounts | 月額39ドル | ⭐ 4.5 |
| アポロ | Data plus dialer | 月額49ドル | ⭐ 4.4 |
| レムリスト | クリエイティブなパーソナライゼーション | 月額69ドル | ⭐ 4.3 |
| セールスハンディ | Budget sending | 月額25ドル | ⭐ 4.4 |
| Reply.io | マルチチャンネルシーケンス | 月額59ドル | ⭐ 4.4 |
| スノフ | Finding and verifying emails | 月額30ドル | ⭐ 4.4 |
| メールシェイク | Simple sales sequences | 月額29ドル | ⭐ 4.2 |
おすすめ商品：
- 総合ベスト： Instantly CRM — sending, data and deals in one tool.
- ベスト予算： Saleshandy — the cheapest way into serious cold email.
- 初心者におすすめ： Mailshake — the least intimidating campaign setup.
- 代理店に最適： Smartlead — client workspaces and white-label 報告.
🎯 インスタントリーCRMの代替案
Looking for a best alternative? Here are the options worth testing:
- 🚀 スノウ: Email finder, verifier and drip campaigns bundled together, with a generous free tier for small lists.
- 💼 アポロ： 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.
- 🎯 アップリード: Verified B2B contacts with a 95% accuracy guarantee and credit refunds on bad data.
- 👶 メールシェイク: The friendliest setup for a first campaign, with coaching content built into the product.
- 🎨 レムリスト: Custom images and video in emails, ideal when creative personalization drives your reply rate.
- 🔧 キツツキ： Agency-friendly sending with strong safety rules and clean deliverability defaults.
- ⚡ スマートリード: Unlimited mailboxes and a master inbox, built for agencies running dozens of client campaigns.
- ⭐ セールスハンディ: Budget-friendly sequences with unlimited email accounts on most plans.
- 🔒 ウォームボックス: A dedicated warmup service if you send from another tool and only need reputation help.
- 🌟 メールドソ: Sells ready-made sending infrastructure, so domains and inboxes arrive configured.
- 🔥 マニーリーチ: Pay-as-you-go pricing with no seat fees, which fits low-volume senders.
- 🧠 ウォーミー： Automated warmup with detailed placement reporting across major inbox providers.
全リストについては、こちらをご覧ください。 Instantly CRM alternatives ガイド。
⚔️ CRMを即座に比較
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.
Instantly CRMを今すぐ使い始めましょう
You learned how to use every major feature:
- ✅ 無制限のメールアカウント
- ✅ スマートなウォームアップと受信トレイのローテーション
- ✅ AI搭載のリードファインダー
- ✅ 直感的なキャンペーンビルダー
- ✅ AIによる超パーソナライゼーション
- ✅ 自動化されたCRM
- ✅ デリバラビリティネットワーク
- ✅ キャンペーン分析
- ✅ AIプロンプトでリードをパーソナライズ
次のステップ： Pick one feature and try it today.
ほとんどの人は無制限のメールアカウントから始めます。
5分もかかりません。
よくある質問
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.
即座に使えることにはどんな利点があるのでしょうか？
Instantly runs cold outreach campaigns at scale. It connects multiple email accounts, finds leads, warms inboxes, sends sequences, and reports on what replies.
CRMの使い方をステップバイステップで解説します。
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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