Instantly CRM is designed for cold outreach campaigns and integrates multiple communication channels, including email, SMS, and calls. It is built on top of email functionality, making it a comprehensive multi-channel platform.
Plan requirement: The CRM is included in the Hyper Growth plan and every higher Outbound plan, including Light Speed, the Scale and Agency bundles, and AppSumo lifetime plans.
CRM trial: New workspaces get a 14-day CRM trial. When it ends, upgrade to Hyper Growth or above to keep using the CRM.
Key Features of Instantly CRM
Multi-channel integration: Allows handling of emails, calls, SMS, tasks, and LinkedIn connections, all within the same platform
Unified Inbox: Allows you to view all incoming emails, calls, SMS, and tasks in one main inbox view.
Opportunity Management: You can track different stages of lead statuses such as interested, meetings booked, completed, won, and custom statuses
Reporting and Goals: Offers advanced reporting features more detailed than typical analytics, including sales goal tracking
Detailed guides: