How to Use Agile CRM: A Step-by-Step Guide in 2026

Running a small business feels messy.

You juggle emails, sales leads, and project deadlines every day.

You likely switch between five different apps just to get work done.

It is exhausting to keep up, and this disorganization hurts your growth.

You stop wasting time and start getting results.

This guide shows you exactly how to use Agile 客户关系管理‘s best features.

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How to Use Agile CRM for Project Management

Projects often fall apart because people do not talk to each other enough.

You might miss a due date or forget who is doing a specific job.

This creates a mess. Agile CRM offers a solution to this common problem.

It replaces messy emails with a clear system.

It improves collaboration so your whole team knows exactly what to do.

Using the right tools makes a huge difference.

This visual style helps you visualize success before you even start.

创建你的第一个项目

Setting up a project is the first step to getting organized.

It helps you achieve your goals on time.

1. Log in to your Agile CRM dashboard.
2. Click on the Projects icon in the left-hand menu. It looks like a small clipboard.
3. Select the “Add Project” button in the top right corner.
4. Name your project. For example, you can call it “Website Redesign.”
5. Assign an owner from your team list. This person leads the work.
6. Set a Start Date and End Date. Deadlines keep everyone on track.
7. Click Save to launch the project board.

Adding and Moving Tasks

Once your project is open, you need to add tasks.

You can also leave notes for feedback on specific items.

1. Open your new project to see the board.
2. Click “Add Task” under the “To-Do” column.
3. Type the task name, like “Write Homepage Copy.”
4. Assign it to a team member. You can also set its importance.
5. Drag and drop the task card from “To-Do” to “In Progress” when work starts. This shows your progress to the whole team.
6. Move it to “Completed” when the work is done.

Seeing a cleared board gives you a lot of satisfaction.

One of the main benefits of this feature is that nothing gets lost.

How to Use Agile CRM for Lead Generation

Finding new clients is the lifeblood of any 商业.

Agile CRM uses smart technology to help you automatically find these people.

Instead of searching manually, you can use these services to bring leads straight to your 收件箱.

You get easy access to all their contact details in one spot.

This makes it much easier to reach out and offer them help.

Creating a Web Form

A web form is like a digital sign-up sheet on your website.

It is one of the best ways to get information from visitors.

1. Go to the Marketing area in your dashboard.
2. Select Forms from the menu.
3. Click “Add Form” and choose a template that looks good to you.
4. Use the editor to add fields like Name, Email, and Phone Number.
5. Customize the colors so the form matches your website.
6. Click “Save and Get Code.”
7. Copy the code and paste it onto your website. Now, when people sign up, they become leads instantly.

Importing Leads Manually

Sometimes you already have a list of names.

You can upload them all at once without typing each one.

If you get stuck, the Agile CRM support team can help you format your list.

1. Click on the Contacts tab in the main menu.
2. Select the “Import” button.
3. Upload your CSV file. This is just a basic spreadsheet of your contacts.
4. Map the fields. This means you tell the computer that the “Email” column in your file matches the “Email” spot in the CRM.
5. Click Import to finish.

Once your leads are in the system, you can use analytics to see which ones are most likely to buy from you.

It’s like having a map for your sales team.

How to Use Agile CRM for Email Tracking

Sending emails can feel like shouting into a dark room.

You never know if anyone is listening. Email tracking is a powerful part of sales enablement.

Having everything on a single platform makes your life much easier.

You don’t have to check different apps to see who is reading your mail.

All the resources you need are right there in front of you.

Connecting Your Email

Before you can track anything, you must link your email account to Agile CRM.

1. Click your User Icon in the top-right corner of the screen.
2. Select Admin Settings from the list.
3. Go to the Email section on the left side.
4. Choose your email provider, such as Gmail or Office 365.
5. Follow the steps to authorize the link. This lets the CRM “talk” to your email.

Sending a Tracked Email

Now that you are connected, you can start tracking.

This helps you provide better service to your customers.

1. Go to the Contacts page and click on a person’s name.
2. Click the Email icon that looks like a small envelope.
3. Write your subject line and your message.
4. Look for the “Track Open” and “Track Click” boxes at the bottom.
5. Check both boxes before you send.
6. Hit Send.

Now, the CRM will alert you the moment they open the email.

You will know exactly when to call them back while they are thinking about you.

替代方案 敏捷CRM

• 管道驱动: 以销售为导向 客户关系管理 以其直观的可视化销售流程而闻名，帮助团队高效地管理交易和跟踪进度。
• 基普: 专注于小型企业的自动化，将 CRM 功能与电子邮件营销和销售渠道管理相结合。
• ActiveCampaign: 一个客户体验自动化平台，集成了营销、销售和电子商务功能，可实现个性化沟通和自动化工作流程。
• HubSpot: 一个广受认可的平台，提供一套用于销售、营销、客户服务、内容管理和运营的“中心”，是寻求集成解决方案的企业的理想选择。
• ClickFunnels: 主要是一个销售漏斗和着陆页 建筑商具备一定的线索收集和基本的电子邮件营销能力，专注于以转化为导向的在线营销活动。
• 民间: 简单、集成且积极主动 客户关系管理 具备销售流程、电子邮件营销活动、联系人管理和工作流程自动化等功能。
• GoHighLevel: This is great for marketing and sales teams. It helps you build pages and send many texts. It is a powerful tool for growing your agency.
• 即刻: 这家公司专注于寻找潜在客户和陌生邮件营销，提供客户关系管理、潜在客户跟踪和销售流程自动化服务。
• 点击上: 一个功能全面的工作管理平台，可以定制为 CRM 系统，提供联系人管理、销售渠道视图、电子邮件集成和可定制的仪表板等功能。
• 胶囊客户关系管理: 一款以增长为导向、设计简洁的客户关系管理系统，可帮助企业管理联系人、跟踪销售交易，并通过多渠道和任务管理等功能维护客户关系。
• 洞察力: A 客户关系管理 适用于中小型企业，提供联系人和项目管理、工作流程自动化和强大的报告功能，以及用户友好的界面。
• Freshsales CRM: 这是一个经济高效的选择，为销售团队提供丰富的功能，包括线索沟通、转化工具、基于人工智能的线索评分和强大的集成功能。
• Salesforce: 一个功能强大、行业领先的 CRM 平台，提供丰富的销售、营销和服务功能，以其高度可定制性和可扩展性而闻名，适用于大型企业。
• Zendesk: 主要是一个客户服务和支持平台，同时提供强大的客户关系管理 (CRM) 功能，提供端到端的客户互动管理和分析。

敏捷CRM对比

结论

Agile CRM is a great tool for any growing business.

It helps you keep your projects, leads, and emails in one spot.

You no longer have to guess what your customers want.

Instead, you can look at the 数据 to see what is actually working.

This helps you stay ahead in a busy market.

Start small by setting up one project or one web form today.

As you get comfortable, you will see your business run much more smoothly.

常见问题解答

More Facts about Agile CRM

• Smart Point Systems: Agile CRM gives points to potential customers based on who they are and how often they visit your website.
• One Clear Record: Everyone on the team sees the same live information, so there are no confusing mix-ups about a customer’s history.
• Live Tracking: You can watch exactly how well your ads and sales are doing as they happen.
• Built-in Phone: You can call customers directly from the computer, and the system automatically records and saves the call notes.
• Quick Dashboards: Simple screens show how fast you are making sales and if your goals are being met.
• 多功能工具： It combines sales, ads, and customer help in one place to take care of a customer from start to finish.
• Automatic Help: The software does boring, repetitive chores so sales workers have more time to talk to people.
• Smart Math: The system studies how customers act to find problems and suggest better ways to work.
• Clear Goals: Before using the software, it is important to decide exactly what you want to achieve.
• Deal Tracker: It helps you organize sales and see which stage each “deal” is in.
• Instant Alerts: The system pings sales workers the moment a person is ready to buy something.
• 团队合作： It uses “Agile” methods, meaning people with different skills work together closely.
• The To-Do List: A “backlog” is a list of features the team wants to build, ranked from most important to least.
• Sprints: Work is done in short, timed cycles called “sprints” to get things finished quickly.
• Daily Check-ins: Teams meet every morning for a few minutes to talk about what they are doing and if they are stuck.
• Constant Testing: While some people build the software, others test it right away to make sure there are no bugs.
• Review Meetings: At the end of a work cycle, the team shows off what they built to get feedback.
• Learning as You Go: The “Agile” process means the team is always changing and improving based on what they learn.
• Sign-Up Pages: You can easily build web pages and forms to collect contact info from new people.
• Moving Data: You can easily move your old lists of names and numbers from spreadsheets into Agile CRM.
• Help Desk: It has a system to organize customer questions and complaints so they get answered quickly.
• Full Profile View: You can see everything about a customer—like their emails and what they clicked on—all on one page.
• Automatic Messaging: The system can send emails or texts automatically based on what a customer does.
• Grouping People: You can put customers into groups based on what they like so you can send them messages they actually care about.
• 简易界面： It lets you use many different tools and apps in one simple window to keep things easy.