빠른 시작
이 가이드에서는 Agile CRM의 모든 기능을 다룹니다.
- 시작하기 — Create your account and finish basic setup
- 연락처 관리 사용 방법 — Store every customer detail in one searchable record
- 회사 관리 사용 방법 — Group contacts under one parent account record
- 거래 관리 사용 방법 — Move deals through stages and forecast revenue
- 온라인 캘린더 사용 방법 — Let prospects book meetings without email ping-pong
- 보고서 및 분석 사용 방법 — 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
- 영업 자동화 사용 방법 — Score leads and automate repetitive sales tasks
소요 시간: 각 작품당 5분
이 가이드에는 다음 내용도 포함되어 있습니다. 프로 팁 | 흔히 저지르는 실수 | 문제 해결 | 가격 | 대안
이 가이드를 신뢰해야 하는 이유
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.
이 가이드는 모든 주요 기능을 단계별로 사용하는 방법을 보여줍니다.
애자일 CRM 튜토리얼
This How to Use Agile CRM tutorial walks through each feature in order, from first login to sales 오토메이션.
애자일 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.
애자일 CRM 시작하기
어떤 기능을 사용하기 전에 먼저 이 일회성 설정을 완료하십시오.
약 3분 정도 걸립니다.
Watch my walkthrough first:
Now let’s go through each step.
1단계: 계정 생성
Go to the Agile CRM website and click Sign Up.
회사 이메일 주소를 입력하고 비밀번호를 만드세요.
✓ 검문소: A confirmation email lands in your inbox.
2단계: 웹 앱을 엽니다.
Agile CRM runs in the browser, so there is nothing to install.
Mobile apps are available if your reps work away from a desk.
대시보드는 다음과 같습니다.
✓ 검문소: 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.
✅ 완료: 이제 아래의 모든 기능을 사용하실 수 있습니다.
How to Use Agile CRM Contacts Manager
연락처 관리 lets you keep every contact record, note and email thread in one place.
다음은 단계별 사용 방법입니다.
1단계: 연락처 가져오기
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 쭉 내밀다.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: 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.
✅ 결과: Your whole contact database now lives on a single platform.
💡 꿀팁: Set up tags before importing. Retagging thousands of contacts later wastes hours.
How to Manage Agile CRM Companies
기업 관리 lets you link several contacts to one parent account so nothing gets double-counted.
다음은 단계별 사용 방법입니다.
1단계: 회사 기록 생성
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.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: 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.
✅ 결과: You can see account-wide revenue instead of scattered contacts.
💡 꿀팁: Match company records by domain, not by name. Name spellings drift across imports.
How to Use Agile CRM Deals Manager
거래 관리 lets you track every deal through clear stages and forecast revenue honestly.
다음은 단계별 사용 방법입니다.
1단계: 파이프라인 단계 구축
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.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: 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.
✅ 결과: Your sales team can see pipeline velocity at a glance.
💡 꿀팁: Add a lost-reason field. Reviewing lost deals monthly shows exactly where sales stall.
애자일 CRM 온라인 캘린더 사용 방법
온라인 캘린더 lets you share your availability and let prospects book meetings themselves.
다음은 단계별 사용 방법입니다.
Step 1: Sync Your Existing Calendar
Connect Google or Office 365 under Calendar settings.
Both calendars now update in real time.
2단계: 근무 가능 시간 설정
Define working hours, buffer time and 회의 length.
Copy the booking link into your email signature.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: Your public booking page loads with open time slots.
Step 3: Enable Reminders
Turn on automatic email reminders to cut no-shows.
✅ 결과: Meetings get booked without a single scheduling email.
💡 꿀팁: Add a 15-minute buffer between calls. Back-to-back demos leave no time for follow-up notes.
애자일 CRM 보고서 및 분석 사용 방법
보고서 및 분석 lets you measure sales performance and marketing campaign results without exporting anything.
다음은 단계별 사용 방법입니다.
1단계: 보고서 대시보드를 엽니다.
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 일찍.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: Your dashboard refreshes with live pipeline figures.
Step 3: Schedule Email Reports
Send weekly summaries to managers so nobody chases numbers.
✅ 결과: You now track progress against measurable goals every week.
💡 꿀팁: 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.
다음은 단계별 사용 방법입니다.
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.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: Test contacts receive the message within a minute.
Step 3: Turn the Campaign On
Activate it and watch replies land in the shared inbox.
✅ 결과: Your outreach now responds to real interest instead of a fixed schedule.
💡 꿀팁: 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.
다음은 단계별 사용 방법입니다.
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.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: A test submission creates a tagged contact instantly.
Step 3: Launch a Drip Campaign
Chain emails with wait steps and branching conditions.
✅ 결과: Marketing runs full campaigns without waiting on technology support.
💡 꿀팁: 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.
다음은 단계별 사용 방법입니다.
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.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: 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.
✅ 결과: Support requests get answered faster with less manual sorting.
💡 꿀팁: Review canned replies monthly. Stale answers about old features frustrate loyal clients.
애자일 CRM 영업 자동화 사용 방법
판매 자동화 lets you score leads automatically and hand reps only the ones ready to buy.
다음은 단계별 사용 방법입니다.
1단계: 리드 스코어링 설정
Assign points for demographics and engagement behaviours.
Dynamic lead scoring ranks every lead against your ideal buyer.
2단계: 워크플로우 구축
Add automatic tasks, follow-ups and stage changes.
Automating repetitive work frees reps for relationship building.
이것이 어떤 모습인지 보여드리겠습니다.
✓ 검문소: 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.
✅ 결과: Reps spend their day on live opportunities, not admin.
💡 꿀팁: Decay scores over time. A lead who browsed pricing in March is not hot in July.
애자일 CRM 전문가 팁 및 바로가기
After eight months inside the product, these are the tips that saved me the most time.
키보드 단축키
| 행동 | 지름길 |
|---|---|
| 글로벌 검색 | / |
| New contact | C |
| New deal | D |
| New task | T |
대부분의 사람들이 놓치는 숨겨진 기능들
- 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.
애자일 CRM에서 흔히 저지르는 실수, 피해야 할 것들
Mistake #1: Importing Messy Data
❌ 틀림: Dumping an unfiltered spreadsheet straight into the contacts database.
✅ 오른쪽: Deduplicate and standardise fields first. Dirty data breaks every report you build later.
Mistake #2: Automating Before You Understand the Process
❌ 틀림: Building 20 workflows in week one, then wondering why leads get three emails.
✅ 오른쪽: Run the process manually for two weeks. Automate only the steps you repeat every day.
Mistake #3: Ignoring the Reports Tab
❌ 틀림: Treating the CRM as a contact list and never opening analytics.
✅ 오른쪽: Review pipeline and campaign reports weekly. That feedback loop is where the real growth comes from.
애자일 CRM 문제 해결
문제: 이메일이 스팸으로 분류됨
원인: Your sending domain has no SPF or DKIM records.
고치다: Add both records at your DNS host, then verify the domain inside campaign settings.
Problem: Contacts Import With Blank Fields
원인: Column headers in your file do not match the field names.
고치다: Remap each column during import and save the mapping for next time.
Problem: Workflows Stop Halfway
원인: A condition step is waiting on a tag or field that never gets set.
고치다: Open the campaign log, find the stalled node and add a fallback branch.
📌 메모: 이러한 방법으로도 문제가 해결되지 않으면 Agile CRM 지원팀에 문의하십시오.
애자일 CRM이란 무엇인가요?
애자일 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:
이 제품에는 다음과 같은 주요 기능이 포함되어 있습니다.
- 연락처 관리: A 360-degree contact view showing communication history and web activities for each customer.
- 기업 관리: Company records that tie multiple contacts, deals and notes to a single business account.
- 거래 관리: Sales tools that manage the pipeline and track deals through each stage to close.
- 온라인 캘린더: A shared booking calendar with appointment slots, reminders and two-way sync.
- 보고서 및 분석: Real-time dashboards for sales pipeline velocity, conversion rates and campaign results.
- 고객 참여도를 향상시킵니다: Multi-channel engagement with email, SMS and web popups triggered by real behaviour.
- 마케팅 팀 역량 강화: A landing page builder plus forms and multi-step campaign automation for lead capture.
- 고객 서비스 간소화: A helpdesk and ticketing system with prioritisation, canned responses and SLA rules.
- 영업 자동화: 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.
자세한 내용은 다음을 참조하세요. 애자일 CRM 리뷰.
애자일 CRM 가격 책정
Here is what Agile CRM costs in 2026:
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 무료 | 무료 | Up to 10 users testing the basics |
| 기동기 | $8.99 | Solo founders and tiny sales teams |
| 정기적인 | $29.99 | 성장하는 팀에 마케팅 자동화가 필요합니다 |
| 기업 | $47.99 | Larger teams wanting full access and support |
무료 체험: Yes — the free plan runs indefinitely for up to 10 users.
환불 보장: No refund policy is published, so start on the free tier.
💰 최고의 가성비: Regular at $29.99 — it unlocks marketing automation and reports without enterprise pricing.
애자일 CRM과 대안 비교
How does Agile CRM compare? Here is the competitive landscape.
이 비교 영상을 보세요:
| 도구 | 가장 적합한 대상 | 가격 | 평가 |
|---|---|---|---|
| 애자일 CRM | All-in-one budget CRM | 월 8.99달러 | ⭐ 2.8 |
| 고하이레벨 | 기관 | 월 97달러 | ⭐ 4.4 |
| 킵 | 전자상거래 | 월 249달러 | ⭐ 4.1 |
| 액티브캠페인 | 이메일 자동화 | 월 29달러 | ⭐ 4.5 |
| 허브스팟 | Scaling teams | 월 20달러 | ⭐ 4.5 |
| 클릭퍼널즈 | Funnels | 월 97달러 | ⭐ 4.2 |
| 사람들 | 네트워킹 | 월 20달러 | ⭐ 4.3 |
| 곧 | 콜드 아웃리치 | 월 37달러 | ⭐ 4.4 |
빠른 추천:
- 종합 최고상: HubSpot — the widest feature set and the smoothest onboarding.
- 최고의 가성비: Agile CRM — nine modules for under $10 per user.
- 초보자에게 가장 적합: Capsule CRM — almost nothing to configure.
- 마케팅에 가장 적합한 제품: ActiveCampaign — unmatched campaign branching.
🎯 애자일 CRM 대안
Looking for Agile CRM alternatives? Here are the top options.
- 🚀 고하이레벨: All-in-one agency platform with funnels, SMS and white-label client portals.
- 💼 킵: Small-business automation with strong e-commerce and invoicing built in.
- ⚡ 액티브캠페인: Deep email automation with branching logic and predictive sending.
- 🌟 허브스팟: Polished interface, huge app marketplace and a genuinely usable free tier.
- 🎨 클릭퍼널즈: Funnel-first builder for landing pages, upsells and checkout flows.
- 👥 사람들: Lightweight relationship CRM that pulls contacts from your inbox and LinkedIn.
- 📧 곧: Cold email sending at scale with inbox rotation and 워밍업.
- 🔧 클릭업: Work management with tasks, docs and a flexible CRM template.
- 🎯 월요일 CRM: Visual boards that non-technical teams pick up in an afternoon.
- 👶 캡슐 CRM: Clean, no-nonsense contact and pipeline tracking for small teams.
- 📊 통찰력 있게: CRM plus project delivery, useful when sales hands work to operations.
- 🔥 프레쉬세일즈 CRM: AI lead scoring and built-in phone with a generous starter tier.
- 🏢 세일즈포스: Enterprise standard with unmatched customisation and 보고 깊이.
- 🔒 젠데스크: Best-in-class support desk with mature SLA and knowledge base tools.
전체 목록은 다음을 참조하세요. 애자일 CRM 대안 가이드.
⚔️ 애자일 CRM 비교
Here is how Agile CRM stacks up against each competitor.
- 애자일 CRM과 GoHighLevel 비교: GoHighLevel wins for agencies reselling access. Agile CRM is cheaper for a single in-house team.
- 애자일 CRM과 Keap 비교: Keap handles payments natively. Agile CRM costs far less per user for basic pipeline work.
- 애자일 CRM과 액티브캠페인 비교: ActiveCampaign wins on email depth. Agile CRM wins on bundled helpdesk and telephony.
- 애자일 CRM과 허브스팟 비교: HubSpot scales further. Agile CRM keeps costs flat once your contact list grows.
- 애자일 CRM과 클릭퍼널즈 비교: ClickFunnels sells better. Agile CRM manages the customer relationship after the sale.
- 애자일 CRM과 기존 방식 비교: Folk is simpler for networking. Agile CRM offers real marketing and service modules.
- 애자일 CRM vs 인스턴트: Instantly wins for outbound volume. Agile CRM manages the pipeline those replies create.
- 애자일 CRM과 클릭업 비교: ClickUp is better for project delivery. Agile CRM is purpose-built for sales.
- 애자일 CRM과 먼데이 CRM 비교: Monday CRM looks friendlier. Agile CRM includes telephony and ticketing at a lower price.
- 애자일 CRM과 캡슐 CRM 비교: Capsule is easier to learn. Agile CRM packs more marketing features into one interface.
- 애자일 CRM과 인사이트리 비교: Insightly tracks delivery better. Agile CRM automates marketing that Insightly leaves to add-ons.
- Agile CRM과 FreshSales CRM 비교: Freshsales has better support. Agile CRM is cheaper at every paid step.
- 애자일 CRM과 세일즈포스 비교: Salesforce fits enterprises. Agile CRM suits teams without an admin on payroll.
- 애자일 CRM vs 젠데스크: Zendesk wins on service. Agile CRM bundles sales, marketing and support together.
지금 바로 애자일 CRM을 사용해 보세요.
여러분은 애자일 CRM의 주요 기능들을 모두 사용하는 방법을 배웠습니다.
- ✅ 연락처 관리
- ✅ 회사 관리
- ✅ 거래 관리
- ✅ 온라인 캘린더
- ✅ 보고서 및 분석
- ✅ Enhances Customer Engagement
- ✅ Empower Marketing Teams
- ✅ Streamlines Customer Service
- ✅ 영업 자동화
다음 단계: Pick one feature and try it today.
대부분의 사람들은 연락처 관리부터 시작합니다.
5분도 채 걸리지 않습니다.
Teams that achieve real success here start with one module and add the rest slowly.
자주 묻는 질문
Agile CRM은 정말 무료인가요?
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.
CRM을 단계별로 사용하는 방법은 무엇인가요?
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.
애자일 CRM이란 무엇을 의미하나요?
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 CRM은 클라우드 기반인가요?
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.
CRM의 기본 기능 3가지는 무엇인가요?
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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