Instantly CRM is designed for cold outreach campaigns and integrates multiple communication channels, including email, SMS and calls. It is built on top of emailing functionalities, making it a comprehensive multi-channel platform.
To access the CRM, you can take advantage of the 7-day free trial. You can get started by clicking on the CRM icon on the sidebar:
To upgrade after the trial, go to your billing section, and upgrade the plan from the "CRM" tab. The CRM feature requires a separate CRM plan, which is not included in the Email Outreach plan.
The CRM offers unlimited seats for a flat fee of $97 per month, which can be more economical for teams compared to per-seat pricing models commonly used by other CRMs.
Key Features of Instantly CRM
Multi-channel integration
Allows handling of emails, calls, SMS, tasks, 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 customAI-Personalized messaging
AI feature will generate insights about companies, helping to craft personalized outreach messages based on company descriptions, competitors, and pain points.Custom Sales Flows
You can create custom flows based on specific conditions, improving the targeting and efficiency of sales campaigns.Reporting and Goals
Offers advanced reporting features more detailed than typical analytics, including sales goals trackingIntegrations
Integrates with Google Calendar, Slack, Zapier and other tools
Detailed guides: