Snelstart
Deze handleiding behandelt alle functies van Agile CRM:
- Aan de slag — Create your account and finish basic setup
- Hoe u contactpersonen kunt beheren — Store every customer detail in one searchable record
- Hoe bedrijven beheren te gebruiken — Group contacts under one parent account record
- Hoe u Deals Management kunt gebruiken — Move deals through stages and forecast revenue
- Hoe gebruik je een online kalender? — Let prospects book meetings without email ping-pong
- Hoe rapporten en analyses te gebruiken — 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
- Hoe verkoopautomatisering te gebruiken — Score leads and automate repetitive sales tasks
Benodigde tijd: 5 minuten per film
Ook in deze handleiding: Professionele tips | Veelgemaakte fouten | Probleemoplossing | Prijzen | Alternatieven
Waarom zou je deze gids vertrouwen?
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.
Deze handleiding laat je stap voor stap zien hoe je alle belangrijke functies gebruikt.
Handleiding voor Agile CRM
This How to Use Agile CRM tutorial walks through each feature in order, from first login to sales automatisering.
Agile 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.
Aan de slag met Agile CRM
Voordat u een functie kunt gebruiken, dient u deze eenmalige installatie te voltooien.
Het duurt ongeveer drie minuten.
Watch my walkthrough first:
Now let’s go through each step.
Stap 1: Maak uw account aan
Go to the Agile CRM website and click Sign Up.
Voer uw werk-e-mailadres in en maak een wachtwoord aan.
✓ Controlepunt: A confirmation email lands in your inbox.
Stap 2: Open de webapp
Agile CRM runs in the browser, so there is nothing to install.
Mobile apps are available if your reps work away from a desk.
Zo ziet het dashboard eruit:
✓ Controlepunt: 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.
✅ Klaar: Je bent klaar om een van de onderstaande functies te gebruiken.
How to Use Agile CRM Contacts Manager
Contactbeheer lets you keep every contact record, note and email thread in one place.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Importeer uw contacten
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 bereik.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Your whole contact database now lives on a single platform.
💡 Pro-tip: Set up tags before importing. Retagging thousands of contacts later wastes hours.
How to Manage Agile CRM Companies
Bedrijven beheren lets you link several contacts to one parent account so nothing gets double-counted.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Een bedrijfsrecord aanmaken
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: You can see account-wide revenue instead of scattered contacts.
💡 Pro-tip: Match company records by domain, not by name. Name spellings drift across imports.
How to Use Agile CRM Deals Manager
Dealmanagement lets you track every deal through clear stages and forecast revenue honestly.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Bouw de fasen van je pipeline op.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Your sales team can see pipeline velocity at a glance.
💡 Pro-tip: Add a lost-reason field. Reviewing lost deals monthly shows exactly where sales stall.
Hoe gebruik je de online kalender van Agile CRM?
Online kalender lets you share your availability and let prospects book meetings themselves.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Step 1: Sync Your Existing Calendar
Connect Google or Office 365 under Calendar settings.
Both calendars now update in real time.
Stap 2: Stel je beschikbaarheid in
Define working hours, buffer time and ontmoeting length.
Copy the booking link into your email signature.
Zo ziet het eruit:
✓ Controlepunt: Your public booking page loads with open time slots.
Step 3: Enable Reminders
Turn on automatic email reminders to cut no-shows.
✅ Resultaat: Meetings get booked without a single scheduling email.
💡 Pro-tip: Add a 15-minute buffer between calls. Back-to-back demos leave no time for follow-up notes.
Hoe Agile CRM-rapporten en -analyses te gebruiken
Rapporten en analyses lets you measure sales performance and marketing campaign results without exporting anything.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Open het rapportendashboard
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 vroeg.
Zo ziet het eruit:
✓ Controlepunt: Your dashboard refreshes with live pipeline figures.
Step 3: Schedule Email Reports
Send weekly summaries to managers so nobody chases numbers.
✅ Resultaat: You now track progress against measurable goals every week.
💡 Pro-tip: 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.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: Test contacts receive the message within a minute.
Step 3: Turn the Campaign On
Activate it and watch replies land in the shared inbox.
✅ Resultaat: Your outreach now responds to real interest instead of a fixed schedule.
💡 Pro-tip: 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.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: A test submission creates a tagged contact instantly.
Step 3: Launch a Drip Campaign
Chain emails with wait steps and branching conditions.
✅ Resultaat: Marketing runs full campaigns without waiting on technology support.
💡 Pro-tip: 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.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
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.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Support requests get answered faster with less manual sorting.
💡 Pro-tip: Review canned replies monthly. Stale answers about old features frustrate loyal clients.
Hoe gebruik je Agile CRM-verkoopautomatisering?
Verkoopautomatisering lets you score leads automatically and hand reps only the ones ready to buy.
Hieronder leggen we stap voor stap uit hoe je het gebruikt.
Stap 1: Leadscoring instellen
Assign points for demographics and engagement behaviours.
Dynamic lead scoring ranks every lead against your ideal buyer.
Stap 2: De workflow opbouwen
Add automatic tasks, follow-ups and stage changes.
Automating repetitive work frees reps for relationship building.
Zo ziet het eruit:
✓ Controlepunt: 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.
✅ Resultaat: Reps spend their day on live opportunities, not admin.
💡 Pro-tip: Decay scores over time. A lead who browsed pricing in March is not hot in July.
Agile CRM Pro Tips en Snelkoppelingen
After eight months inside the product, these are the tips that saved me the most time.
Toetsenbord sneltoetsen
| Actie | Snelkoppeling |
|---|---|
| Wereldwijde zoekopdracht | / |
| New contact | C |
| New deal | D |
| New task | T |
Verborgen functies die de meeste mensen over het hoofd zien
- 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.
Veelvoorkomende fouten bij Agile CRM die u moet vermijden
Mistake #1: Importing Messy Data
❌ Fout: Dumping an unfiltered spreadsheet straight into the contacts database.
✅ Rechts: Deduplicate and standardise fields first. Dirty data breaks every report you build later.
Mistake #2: Automating Before You Understand the Process
❌ Fout: Building 20 workflows in week one, then wondering why leads get three emails.
✅ Rechts: Run the process manually for two weeks. Automate only the steps you repeat every day.
Mistake #3: Ignoring the Reports Tab
❌ Fout: Treating the CRM as a contact list and never opening analytics.
✅ Rechts: Review pipeline and campaign reports weekly. That feedback loop is where the real growth comes from.
Agile CRM-probleemoplossing
Probleem: E-mails komen in de spamfolder terecht.
Oorzaak: Your sending domain has no SPF or DKIM records.
Repareren: Add both records at your DNS host, then verify the domain inside campaign settings.
Problem: Contacts Import With Blank Fields
Oorzaak: Column headers in your file do not match the field names.
Repareren: Remap each column during import and save the mapping for next time.
Problem: Workflows Stop Halfway
Oorzaak: A condition step is waiting on a tag or field that never gets set.
Repareren: Open the campaign log, find the stalled node and add a fallback branch.
📌 Opmerking: Als geen van deze oplossingen uw probleem verhelpt, neem dan contact op met de ondersteuning van Agile CRM.
Wat is Agile CRM?
Agile 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:
Het omvat de volgende belangrijke kenmerken:
- Contactbeheer: A 360-degree contact view showing communication history and web activities for each customer.
- Bedrijven beheren: Company records that tie multiple contacts, deals and notes to a single business account.
- Dealmanagement: Sales tools that manage the pipeline and track deals through each stage to close.
- Online kalender: A shared booking calendar with appointment slots, reminders and two-way sync.
- Rapporten en analyses: Real-time dashboards for sales pipeline velocity, conversion rates and campaign results.
- Verbetert de klantbetrokkenheid: Multi-channel engagement with email, SMS and web popups triggered by real behaviour.
- Geef marketingteams meer mogelijkheden: A landing page builder plus forms and multi-step campaign automation for lead capture.
- Stroomlijnt de klantenservice: A helpdesk and ticketing system with prioritisation, canned responses and SLA rules.
- Verkoopautomatisering: 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.
Voor een volledig overzicht, zie onze Agile CRM-evaluatie.
Agile CRM-prijsstelling
Here is what Agile CRM costs in 2026:
| Plan | Prijs | Het beste voor |
|---|---|---|
| Vrij | Vrij | Up to 10 users testing the basics |
| Starter | $8.99 | Solo founders and tiny sales teams |
| Normaal | $29.99 | Groeiende teams hebben behoefte aan marketingautomatisering. |
| Onderneming | $47.99 | Larger teams wanting full access and support |
Gratis proefperiode: Yes — the free plan runs indefinitely for up to 10 users.
Geld-terug-garantie: No refund policy is published, so start on the free tier.
💰 Beste prijs-kwaliteitverhouding: Regular at $29.99 — it unlocks marketing automation and reports without enterprise pricing.
Agile CRM versus alternatieven
How does Agile CRM compare? Here is the competitive landscape.
Bekijk deze vergelijking:
| Hulpmiddel | Het beste voor | Prijs | Beoordeling |
|---|---|---|---|
| Agile CRM | All-in-one budget CRM | $8,99/maand | ⭐ 2.8 |
| Ga naar een hoger niveau | Agentschappen | $97/maand | ⭐ 4.4 |
| Keap | E-commerce | $249/maand | ⭐ 4.1 |
| ActiveCampaign | E-mailautomatisering | $29/maand | ⭐ 4,5 |
| HubSpot | Scaling teams | $20/maand | ⭐ 4,5 |
| ClickFunnels | Funnels | $97/maand | ⭐ 4.2 |
| Volk | Netwerken | $20/maand | ⭐ 4.3 |
| Meteen | Koude acquisitie | $37/maand | ⭐ 4.4 |
Snelle keuzes:
- Beste overall: HubSpot — the widest feature set and the smoothest onboarding.
- Beste budget: Agile CRM — nine modules for under $10 per user.
- Het meest geschikt voor beginners: Capsule CRM — almost nothing to configure.
- Het beste voor marketing: ActiveCampaign — unmatched campaign branching.
🎯 Alternatieven voor Agile CRM
Looking for Agile CRM alternatives? Here are the top options.
- 🚀 GoHighLevel: All-in-one agency platform with funnels, SMS and white-label client portals.
- 💼 Keap: Small-business automation with strong e-commerce and invoicing built in.
- ⚡ ActiveCampaign: Deep email automation with branching logic and predictive sending.
- 🌟 HubSpot: Polished interface, huge app marketplace and a genuinely usable free tier.
- 🎨 ClickFunnels: Funnel-first builder for landing pages, upsells and checkout flows.
- 👥 Volk: Lightweight relationship CRM that pulls contacts from your inbox and LinkedIn.
- 📧 Meteen: Cold email sending at scale with inbox rotation and opwarming.
- 🔧 Klik omhoog: Work management with tasks, docs and a flexible CRM template.
- 🎯 Maandag CRM: Visual boards that non-technical teams pick up in an afternoon.
- 👶 Capsule CRM: Clean, no-nonsense contact and pipeline tracking for small teams.
- 📊 Inzichtelijk: CRM plus project delivery, useful when sales hands work to operations.
- 🔥 Freshsales CRM: AI lead scoring and built-in phone with a generous starter tier.
- 🏢 Salesforce: Enterprise standard with unmatched customisation and rapportage diepte.
- 🔒 Zendesk: Best-in-class support desk with mature SLA and knowledge base tools.
Voor de volledige lijst, zie onze Agile CRM-alternatieven gids.
⚔️ Agile CRM vergeleken
Here is how Agile CRM stacks up against each competitor.
- Agile CRM versus GoHighLevel: GoHighLevel wins for agencies reselling access. Agile CRM is cheaper for a single in-house team.
- Agile CRM versus Keap: Keap handles payments natively. Agile CRM costs far less per user for basic pipeline work.
- Agile CRM versus ActiveCampaign: ActiveCampaign wins on email depth. Agile CRM wins on bundled helpdesk and telephony.
- Agile CRM versus HubSpot: HubSpot scales further. Agile CRM keeps costs flat once your contact list grows.
- Agile CRM versus ClickFunnels: ClickFunnels sells better. Agile CRM manages the customer relationship after the sale.
- Agile CRM versus traditionele CRM-methoden: Folk is simpler for networking. Agile CRM offers real marketing and service modules.
- Agile CRM versus Instantly: Instantly wins for outbound volume. Agile CRM manages the pipeline those replies create.
- Agile CRM versus ClickUp: ClickUp is better for project delivery. Agile CRM is purpose-built for sales.
- Agile CRM versus CRM op maandag: Monday CRM looks friendlier. Agile CRM includes telephony and ticketing at a lower price.
- Agile CRM versus Capsule CRM: Capsule is easier to learn. Agile CRM packs more marketing features into one interface.
- Agile CRM versus Insightly: Insightly tracks delivery better. Agile CRM automates marketing that Insightly leaves to add-ons.
- Agile CRM versus Freshsales CRM: Freshsales has better support. Agile CRM is cheaper at every paid step.
- Agile CRM versus Salesforce: Salesforce fits enterprises. Agile CRM suits teams without an admin on payroll.
- Agile CRM versus Zendesk: Zendesk wins on service. Agile CRM bundles sales, marketing and support together.
Begin nu met het gebruik van Agile CRM.
Je hebt geleerd hoe je alle belangrijke Agile CRM-functies kunt gebruiken:
- ✅ Contactbeheer
- ✅ Bedrijven beheren
- ✅ Dealmanagement
- ✅ Online kalender
- ✅ Rapporten en analyses
- ✅ Enhances Customer Engagement
- ✅ Empower Marketing Teams
- ✅ Streamlines Customer Service
- ✅ Verkoopautomatisering
Volgende stap: Pick one feature and try it today.
De meeste mensen beginnen met contactbeheer.
Het duurt minder dan vijf minuten.
Teams that achieve real success here start with one module and add the rest slowly.
Veelgestelde vragen
Is Agile CRM echt gratis?
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.
Hoe gebruik je CRM stap voor stap?
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.
Wat is de betekenis van Agile CRM?
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.
Is Agile CRM cloudgebaseerd?
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.
Wat zijn de 3 basisfunctionaliteiten van CRM?
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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