How to Use Instantly CRM to Boost Sales in 2026?

Managing your leads can feel like a giant mess.

You lose track of people, and your inbox stays way too crowded.

This chaos stops you from closing deals and makes work feel like a heavy chore.

It is frustrating to watch your growth slow down just because your tools are too confusing.

Instantly, your CRM fixes this by putting your sales on autopilot.

Its AI Copilot handles the hard parts so you can just focus on talking to customers.

Follow this guide to learn how to use Instantly CRM to win back your time today.

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Instantly CRM Tutorial

Getting started with this tool is actually very simple.

First, you need to sync your email and upload your lead list.

The AI Copilot helps you organize everything quickly.

Use IT Autopilot to handle your follow-ups while you sleep.

How to Use Instantly for Sales

Managing your sales process can be hard.

You have to find people, send notes, and track responses.

Good customer relationship management keeps you organized.

Instantly for Sales is a great CRM software. It helps you streamline sales processes fast.

Step 1: Connect Your Multiple Email Accounts

Your sales processes start with your sender profile. Linking many accounts helps you send more mail.

• Click “Add New” in the email tab.
• Connect your Gmail or Outlook accounts.
• This creates one unified 受信トレイ for all your replies.
• Use the “準備し始める” tool so your mail stays out of spam.

Step 2: Start Cold Outreach Campaigns

Now you can start your cold アウトリーチ campaigns. This is how you find new customers.

• Open campaigns instantly to build your list.
• Write short emails with a few follow-up steps.
• Use the lead finder to get names and emails.
• The lead finder feature picks the best people for your 仕事.

Step 3: Manage Your Sales Pipeline

As people reply, you need good lead management. You can see every chat in your unified inbox.

• Use the crm feature to mark leads as “Interested.”
• Move names through your sales pipeline.
• Use contact management to save notes on each person.
• A minimal API integration lets you easily link other tools.

Step 4: Generate Detailed Reports

You need to see what works. The advanced features show you the math.

• Go to the analytics page to generate detailed reports.
• See which emails get the most clicks.
• Change your sales process based on the データ.

How to Use B2B Lead Finder

Finding the right people to buy from you is the most important part of email marketing.

If you email the wrong people, you waste time.

The B2B Lead Finder is a powerful sales software that helps you find real customers fast.

It uses a vast database of over 450 million people.

Step 1: Use Multiple Filters to Find Your Ideal Customer

You don’t want to email everyone. You only want people who need your help.

The lead finder lets you get very specific.

• Open the sales software and click on the “Lead Finder” tab.
• Use multiple filters like job title, company size, and location.
• Look for specific email accounts by searching for the “Technology” they use.
• This helps you build customer relationships with people who actually fit your plan.

Step 2: Set Up Unlimited Email Warmups for Better Reach

Before you start cold emailing, your accounts must be ready.

If you don’t do this, your mail might go to the spam folder.

• Add your email accounts to the system.
• Instantly lets you add unlimited email accounts so you can scale up.
• Turn on unlimited email warmups for every account you own.
• This makes sure your email outreach actually gets seen by your leads.

Step 3: Export and Manage Leads in the CRM

Once you find your list, you need to manage leads properly. You shouldn’t have to jump between different tools.

• Check your plan’s export limits to see how many names you can move.
• Push your new leads directly into the crm system.
• Use inbox rotation to spread the work across multiple accounts.
• You can even link your Google Calendar to book meetings right from the app.

Step 4: Track Your Results and Scale Up

To keep growing, you need to see your sales productivity numbers.

• Use the dashboard to generate detailed reports on your progress.
• See how many cold email notes turned into real meetings.
• If you have a big team, you can use unlimited seats to bring everyone in.
• Keep your cold outreach running 24/7 to keep your pipeline full.

How to Use Website Visitor Identification

Most people who visit your site leave without saying a word.

This business tool helps you see who those people are.

It turns hidden visitors into real leads for your marketing team.

You can stop guessing and start talking to companies that already like you.

Step 1: Install the Tracking Code

To start, you need to give the software access to your website data.

This is how it sees who is browsing your pages.

• Copy the tracking pixel from your dashboard.
• Paste it into the header of your website.
• Check the analytics tab to make sure it is working.
• You can try this out during a free trial to see the magic happen.

Step 2: Fine-Tune Your Visitor List

You do not need to talk to every single visitor. Some people are just looking around.

You can fine-tune your settings to find the best buyers.

• Use customizable fields to filter by company size or industry.
• Look for businesses that visit your pricing page more than once.
• These are your best features for finding high-intent leads.
• If you are on a basic plan, make sure you check your daily visitor limits.

Step 3: Automate Your Outreach

Once you know who is visiting, you should reach out fast.

You can automate this so you don’t have to do it by hand.

• Link the visitor data to your email campaigns.
• Set up a trigger to send a note when a big company visits you.
• This is why it is the best alternative to old, slow ways of selling.
• You can send thousands of personalized messages based on what people clicked.

Step 4: Sync with Your Other CRM Tools

Keeping your data organized is key. You might use other crms to track your sales.

• Use add-ons to push visitor data to your favorite apps.
• This helps all your users see the same information.
• You won’t find better alternatives that make it this easy to sync.
• Even on a free plan, you can see how powerful this data can be.

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すぐに比較

結論

Using the right tools makes your work much easier.

Instantly, CRM helps sales teams find growth leads at light speed.

You can manage everything in a single place.

This stops you from doing repetitive tasks all day.

It is the best CRM software for a 中小企業 looking to grow.

You can use these key features to find and close more deals.

These useful features keep you organized and ready.

Now is the time to try these features instantly.

Start your journey today and watch your sales go up.

よくある質問

More Facts about Instantly

• Dealflow is an instant tool designed to help businesses send large volumes of emails to other companies automatically.
• The system tracks how well you are selling by showing the total value of your deals and how many you win.
• You can see exactly where your customers are in your sales process and watch them move toward a deal.
• The platform has a built-in list of potential customers to help you find people who are ready to buy.
• Instantly uses smart math and reports to help you make better plans and estimate how much money you will make.
• Everyone on your team can see the same customer notes, so nobody gets confused.
• You can set up “salesflows” that automatically send a new message if a person clicks a link or opens an email.
• The software includes a “tracking pixel” that can tell you which U.S. companies are visiting your website.
• An AI helper can review a company’s information and write a personalized message just for them.
• Instantly has a huge database with more than 450 million business contacts you can use to find leads.
• You can easily import your contact lists into the system from Google, Outlook, or a spreadsheet file.
• The lead finder lets you search by things like job title or company size to find the perfect people to email.
• You can test different versions of your emails (A/B testing) to see which one gets more replies.
• The software shows you clear charts that track how your emails are doing over time.
• The CRM feature helps you manage your daily work and keep your email campaigns organized.
• You can sort your leads into different lists based on which campaign you are running.
• You can set up the computer to send emails at the perfect time and manage the work for you.
• Instantly is built for “cold outreach,” meanings sending emails to people you haven’t met yet.
• Because the computer handles the busy work, sales teams have more time to talk to customers.
• The CRM is one part of the bigger Instantly system and works perfectly with all its other tools.
• The CRM is a newer part of the website and fits right in with their email tools.
• The Hyper CRM plan costs $97 each month and lets you have as many team members as you want.
• This plan provides CRM features but does not include lead finder credits or outreach tools.
• Some users might find the tool has limitations and look for alternatives like パイプドライブ or Saleshandy.
• Instantly is best for businesses that want to focus on sending large volumes of emails to generate new leads.
• The platform is a good fit for sales teams and marketers.
• Many people say the website is very easy to use and great for beginners.
• A few users have complained about small computer bugs that can slow down their work.
• Sometimes it can take a little while for the help team to answer your questions.
• Some users have seen their emails stop reaching people’s main inboxes suddenly.
• Overall, most people who use Instantly give it very positive reviews.
• Some people have found that the contact information in the lead finder is not always perfect.
• The price can be a bit high for some businesses, especially if they need the bigger plans.
• People really like the “warm-up” tool because it helps their emails avoid the spam folder.
• Instantly has a list of 160 million verified contacts, which many users find very helpful.
• The way Instantly charges money can get a bit confusing if you add a lot of extra features.
• Compared to Pipedrive, Instantly’s approach to tracking deals is much simpler and less detailed.
• The system doesn’t let you change or customize things as much as some other tools do.
• If you want to track phone calls or 文章 messages, you will have to pay extra fees.
• Instantly is better at sending bulk emails than it is at managing a traditional sales process.
• The reports and charts in Instantly are not as deep or detailed as the ones in Pipedrive.
• While it works with other Instantly tools, it might not be the best “all-in-one” choice for everyone.
• Some people find the design too simple for what they need to do.
• Saleshandy is a good alternative if you want something that costs less but still has many features.
• カプセルCRM is another option that is very easy to use and doesn’t cost much.
• Pipedrive is the best choice for businesses that want to track every step of a long sales deal.
• 要約 CRM is a great option if you want your sales and marketing tools in one place.
• eLeads CRM is a special tool just for car dealerships, though it can be expensive and hard to use.
• Many people worry about the price and how the system works, so they look for other options.
• Other tools often offer better ways to integrate with other software and manage customers.
• The Hyper CRM plan includes advanced AI and lets you communicate with people in many ways.