アジャイルCRMの使い方：2026年版ステップバイステップガイド

執筆者ファヒム・ジョハルダー | Last updated Aug 27, 2026

クイックスタート

このガイドでは、Agile CRMのすべての機能について説明します。

はじめる — Create your account and finish basic setup
連絡先管理の使い方 — Store every customer detail in one searchable record
企業管理機能の使い方 — Group contacts under one parent account record
ディール管理の使い方 — Move deals through stages and forecast revenue
オンラインカレンダーの使い方 — Let prospects book meetings without email ping-pong
レポートと分析の使い方 — 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
セールスオートメーションの使い方 — Score leads and automate repetitive sales tasks

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 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.

このガイドでは、主要な機能の使い方をステップバイステップで解説します。

アジャイルCRMチュートリアル

This How to Use Agile CRM tutorial walks through each feature in order, from first login to sales オートメーション.

アジャイルCRM

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.

今すぐアジャイルCRMをお試しください →

レビュー全文を読む →

アジャイルCRMの代替案 →

Agile CRM を使い始める

いずれかの機能を使用する前に、この初回設定を完了してください。

約3分かかります。

Watch my walkthrough first:

Now let’s go through each step.

ステップ1：アカウントを作成する

Go to the Agile CRM website and click Sign Up.

会社のメールアドレスを入力し、パスワードを作成してください。

✓ チェックポイント: A confirmation email lands in your inbox.

ステップ2：ウェブアプリを開く

Agile CRM runs in the browser, so there is nothing to install.

Mobile apps are available if your reps work away from a desk.

ダッシュボードの画面は以下のようになります。

✓ チェックポイント: 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.

✅ 完了: 以下の機能はすべてご利用いただけます。

Agileを無料でお試しください

How to Use Agile CRM Contacts Manager

連絡先管理 lets you keep every contact record, note and email thread in one place.

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：連絡先をインポートする

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 アウトリーチ.

これは以下のようなものです。

✓ チェックポイント: 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.

✅ 結果: Your whole contact database now lives on a single platform.

💡 プロのヒント: Set up tags before importing. Retagging thousands of contacts later wastes hours.

Agileを無料でお試しください

How to Manage Agile CRM Companies

企業を管理する lets you link several contacts to one parent account so nothing gets double-counted.

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：会社記録を作成する

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.

これは以下のようなものです。

✓ チェックポイント: 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.

✅ 結果: You can see account-wide revenue instead of scattered contacts.

💡 プロのヒント: Match company records by domain, not by name. Name spellings drift across imports.

Agileを無料でお試しください

How to Use Agile CRM Deals Manager

取引管理 lets you track every deal through clear stages and forecast revenue honestly.

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：パイプラインステージの構築

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.

これは以下のようなものです。

✓ チェックポイント: 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.

✅ 結果: Your sales team can see pipeline velocity at a glance.

💡 プロのヒント: Add a lost-reason field. Reviewing lost deals monthly shows exactly where sales stall.

Agileを無料でお試しください

Agile CRMオンラインカレンダーの使い方

オンラインカレンダー lets you share your availability and let prospects book meetings themselves.

以下に、その使用方法をステップごとに説明します。

Step 1: Sync Your Existing Calendar

Connect Google or Office 365 under Calendar settings.

Both calendars now update in real time.

ステップ2：あなたの都合の良い時間帯を設定する

Define working hours, buffer time and ミーティング length.

Copy the booking link into your email signature.

これは以下のようなものです。

✓ チェックポイント: Your public booking page loads with open time slots.

Step 3: Enable Reminders

Turn on automatic email reminders to cut no-shows.

✅ 結果: Meetings get booked without a single scheduling email.

💡 プロのヒント: Add a 15-minute buffer between calls. Back-to-back demos leave no time for follow-up notes.

Agileを無料でお試しください

Agile CRMのレポートと分析の使い方

レポートと分析 lets you measure sales performance and marketing campaign results without exporting anything.

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：レポートダッシュボードを開く

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 早い.

これは以下のようなものです。

✓ チェックポイント: Your dashboard refreshes with live pipeline figures.

Step 3: Schedule Email Reports

Send weekly summaries to managers so nobody chases numbers.

✅ 結果: You now track progress against measurable goals every week.

💡 プロのヒント: Track leading indicators, not just closed revenue. Meetings booked predicts next quarter better.

Agileを無料でお試しください

How to Enhance Agile CRM Customer Engagement

Enhances Customer Engagement lets you reach people through email, SMS and on-site messages from one screen.

以下に、その使用方法をステップごとに説明します。

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.

これは以下のようなものです。

✓ チェックポイント: Test contacts receive the message within a minute.

Step 3: Turn the Campaign On

Activate it and watch replies land in the shared inbox.

✅ 結果: Your outreach now responds to real interest instead of a fixed schedule.

💡 プロのヒント: Cap messages per contact per week. Over-messaging kills satisfaction faster than silence does.

Agileを無料でお試しください

How to Empower Agile CRM Marketing Teams

Empower Marketing Teams lets you build landing pages, capture forms and drip sequences without a developer.

以下に、その使用方法をステップごとに説明します。

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.

これは以下のようなものです。

✓ チェックポイント: A test submission creates a tagged contact instantly.

Step 3: Launch a Drip Campaign

Chain emails with wait steps and branching conditions.

✅ 結果: Marketing runs full campaigns without waiting on technology support.

💡 プロのヒント: Send the first email within five minutes of signup. Interest fades fast after that.

Agileを無料でお試しください

How to Streamline Agile CRM Customer Service

Streamlines Customer Service lets you handle support tickets with priorities, canned replies and clear ownership.

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 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.

これは以下のようなものです。

✓ チェックポイント: 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.

✅ 結果: Support requests get answered faster with less manual sorting.

💡 プロのヒント: Review canned replies monthly. Stale answers about old features frustrate loyal clients.

Agileを無料でお試しください

Agile CRMセールスオートメーションの使い方

セールスオートメーション lets you score leads automatically and hand reps only the ones ready to buy.

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：リードスコアリングの設定

Assign points for demographics and engagement behaviours.

Dynamic lead scoring ranks every lead against your ideal buyer.

ステップ2：ワークフローの構築

Add automatic tasks, follow-ups and stage changes.

Automating repetitive work frees reps for relationship building.

これは以下のようなものです。

✓ チェックポイント: 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.

✅ 結果: Reps spend their day on live opportunities, not admin.

💡 プロのヒント: Decay scores over time. A lead who browsed pricing in March is not hot in July.

Agileを無料でお試しください

アジャイルCRMのプロ向けヒントとショートカット

After eight months inside the product, these are the tips that saved me the most time.

キーボードショートカット

アクション	ショートカット
グローバル検索	/
New contact	C
New deal	D
New task	T

ほとんどの人が見逃す隠れた機能

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.

Agileを無料でお試しください

アジャイルCRMでよくある間違いを避ける方法

Mistake #1: Importing Messy Data

❌ 間違い: Dumping an unfiltered spreadsheet straight into the contacts database.

✅ 右: Deduplicate and standardise fields first. Dirty data breaks every report you build later.

Mistake #2: Automating Before You Understand the Process

❌ 間違い: Building 20 workflows in week one, then wondering why leads get three emails.

✅ 右: Run the process manually for two weeks. Automate only the steps you repeat every day.

Mistake #3: Ignoring the Reports Tab

❌ 間違い: Treating the CRM as a contact list and never opening analytics.

✅ 右: Review pipeline and campaign reports weekly. That feedback loop is where the real growth comes from.

Agileを無料でお試しください

アジャイル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： Your sending domain has no SPF or DKIM records.

修理： Add both records at your DNS host, then verify the domain inside campaign settings.

Problem: Contacts Import With Blank Fields

原因： Column headers in your file do not match the field names.

修理： Remap each column during import and save the mapping for next time.

Problem: Workflows Stop Halfway

原因： A condition step is waiting on a tag or field that never gets set.

修理： Open the campaign log, find the stalled node and add a fallback branch.

📌 注記： これらの方法で問題が解決しない場合は、Agile CRMのサポートにお問い合わせください。

Agileを無料でお試しください

Agile CRM とは何ですか?

アジャイルCRM 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:

主な機能は以下のとおりです。

連絡先管理: A 360-degree contact view showing communication history and web activities for each customer.
企業を管理する: Company records that tie multiple contacts, deals and notes to a single business account.
取引管理: Sales tools that manage the pipeline and track deals through each stage to close.
オンラインカレンダー： A shared booking calendar with appointment slots, reminders and two-way sync.
レポートと分析: Real-time dashboards for sales pipeline velocity, conversion rates and campaign results.
顧客エンゲージメントの強化: Multi-channel engagement with email, SMS and web popups triggered by real behaviour.
マーケティングチームを強化: A landing page builder plus forms and multi-step campaign automation for lead capture.
顧客サービスの効率化: A helpdesk and ticketing system with prioritisation, canned responses and SLA rules.
セールスオートメーション: 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.

詳細については、こちらをご覧ください。アジャイルCRMレビュー.

Agileを無料でお試しください

Agile CRMの価格

Here is what Agile CRM costs in 2026:

プラン	価格	最適な用途
無料	無料	Up to 10 users testing the basics
スターター	$8.99	Solo founders and tiny sales teams
通常	$29.99	マーケティングオートメーションを必要とする成長中のチーム
企業	$47.99	Larger teams wanting full access and support

無料トライアル: Yes — the free plan runs indefinitely for up to 10 users.

返金保証: No refund policy is published, so start on the free tier.

💰 最もお得な価格: Regular at $29.99 — it unlocks marketing automation and reports without enterprise pricing.

Agileを無料でお試しください

アジャイルCRMと代替案の比較

How does Agile CRM compare? Here is the competitive landscape.

この比較をご覧ください。

道具	最適な用途	価格	評価
アジャイルCRM	All-in-one budget CRM	月額8.99ドル	⭐ 2.8
ゴーハイレベル	代理店	月額97ドル	⭐ 4.4
キープ	電子商取引	月額249ドル	⭐ 4.1
アクティブキャンペーン	メール自動化	月額29ドル	⭐ 4.5
ハブスポット	Scaling teams	月額20ドル	⭐ 4.5
クリックファネル	Funnels	月額97ドル	⭐ 4.2
フォーク	ネットワーキング	月額20ドル	⭐ 4.3
即座に	コールドアウトリーチ	月額37ドル	⭐ 4.4

おすすめ商品：

総合ベスト： HubSpot — the widest feature set and the smoothest onboarding.
ベスト予算： Agile CRM — nine modules for under $10 per user.
初心者におすすめ： Capsule CRM — almost nothing to configure.
マーケティングに最適： ActiveCampaign — unmatched campaign branching.

🎯 アジャイルCRMの代替案

Looking for Agile CRM alternatives? Here are the top options.

🚀 ゴーハイレベル: All-in-one agency platform with funnels, SMS and white-label client portals.
💼 キープ： Small-business automation with strong e-commerce and invoicing built in.
⚡ アクティブキャンペーン: Deep email automation with branching logic and predictive sending.
🌟 ハブスポット： Polished interface, huge app marketplace and a genuinely usable free tier.
🎨 クリックファネル: Funnel-first builder for landing pages, upsells and checkout flows.
👥 フォーク： Lightweight relationship CRM that pulls contacts from your inbox and LinkedIn.
📧 即座に: Cold email sending at scale with inbox rotation and 準備し始める.
🔧 クリックアップ: Work management with tasks, docs and a flexible CRM template.
🎯 月曜日のCRM: Visual boards that non-technical teams pick up in an afternoon.
👶 カプセルCRM: Clean, no-nonsense contact and pipeline tracking for small teams.
📊 洞察力： CRM plus project delivery, useful when sales hands work to operations.
🔥 フレッシュセールス CRM: AI lead scoring and built-in phone with a generous starter tier.
🏢 セールスフォース: Enterprise standard with unmatched customisation and 報告深さ。
🔒 ゼンデスク: Best-in-class support desk with mature SLA and knowledge base tools.

全リストについては、こちらをご覧ください。アジャイルCRMの代替ガイド。

⚔️ アジャイルCRMの比較

Here is how Agile CRM stacks up against each competitor.

Agile CRMとGoHighLevelの比較： GoHighLevel wins for agencies reselling access. Agile CRM is cheaper for a single in-house team.
Agile CRMとKeapの比較： Keap handles payments natively. Agile CRM costs far less per user for basic pipeline work.
Agile CRMとActiveCampaignの比較： ActiveCampaign wins on email depth. Agile CRM wins on bundled helpdesk and telephony.
Agile CRM vs HubSpot: HubSpot scales further. Agile CRM keeps costs flat once your contact list grows.
Agile CRMとClickFunnelsの比較： ClickFunnels sells better. Agile CRM manages the customer relationship after the sale.
アジャイルCRM vs フォークCRM： Folk is simpler for networking. Agile CRM offers real marketing and service modules.
Agile CRM と Instantly: Instantly wins for outbound volume. Agile CRM manages the pipeline those replies create.
Agile CRM vs ClickUp: ClickUp is better for project delivery. Agile CRM is purpose-built for sales.
Agile CRMとMonday CRMの比較： Monday CRM looks friendlier. Agile CRM includes telephony and ticketing at a lower price.
アジャイルCRMとカプセルCRMの比較： Capsule is easier to learn. Agile CRM packs more marketing features into one interface.
Agile CRMとInsightlyの比較： Insightly tracks delivery better. Agile CRM automates marketing that Insightly leaves to add-ons.
Agile CRMとFreshsales CRMの比較： Freshsales has better support. Agile CRM is cheaper at every paid step.
アジャイルCRMとSalesforceの比較： Salesforce fits enterprises. Agile CRM suits teams without an admin on payroll.
Agile CRMとZendeskの比較: Zendesk wins on service. Agile CRM bundles sales, marketing and support together.

Agileを無料でお試しください

今すぐAgile CRMを使い始めましょう

あなたは、Agile CRMの主要な機能をすべて使いこなす方法を習得しました。

✅連絡先管理
✅ 会社を管理する
✅ 取引管理
✅ オンラインカレンダー
✅ レポートと分析
✅ Enhances Customer Engagement
✅ Empower Marketing Teams
✅ Streamlines Customer Service
✅ 販売自動化

次のステップ： Pick one feature and try it today.

ほとんどの人は連絡先管理から始めます。

5分もかかりません。

Teams that achieve real success here start with one module and add the rest slowly.

Agileを無料でお試しください

よくある質問

Agile CRMは本当に無料ですか？

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.

CRMの使い方をステップバイステップで解説します。

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.

アジャイルCRMとはどういう意味ですか？

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はクラウドベースですか？

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.

CRMの基本的な3つの機能は何ですか？

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).