Getting started with Instantly CRM is easy. Once you open the CRM tab, you'll see the main sections.
Inbox
Inbox contains Emails, Calls, SMS, Tasks, and Everything.
Everything tab: A consolidated view of all the above categories.
Emails tab: All emails from your Unibox Primary and Other folders. To stop displaying non-lead emails, disable the "Save non-Instantly emails in Unibox" feature in the Preferences.
Calls tab: All calls done through our CRM.
SMS tab: All SMS sent and received through our CRM.
Tasks tab: All the tasks assigned to Users.
Opportunities - main view
Opportunities give you a consolidated view of all your interested prospects from campaigns and lists. You can switch between the campaigns and lists.
Once you are in the opportunities section, search by lead email to locate the opportunity.
Click on the opportunity to open the detailed view. Learn more about the Opportunities detailed view in this article.
By clicking on a specific lead, the opportunities detailed view opens up, where you can manage lead interactions by adding notes, scheduling meetings, assigning tasks, viewing and editing the progress of sales stages.
Lead Management
The CRM -> All Leads tab gives you a consolidated overview of all your leads across lists and campaigns in the workspace.
All Leads: Leads in lists and campaigns
Lists: Leads in lists(do not count towards the Uploaded leads limit)
Campaigns: Leads in campaigns
AI Sales Agents: Leads in AI Sales Agent campaigns
Website Visitors: Visitors tracked.
You can assign leads in bulk to team members:
Select the leads
Click the 'Row actions' --> 'Assign leads' button
Pick the team members from the list provided.
We will distribute leads evenly among selected team members using a round-robin method.
Salesflows
In Salesflows, you can create dynamic views of your opportunities. Start by clicking on the "+" button.
Then create a rule in the pop-up window. Available conditions are:
Lead status
Lead status changed
Opened an email
Clicked a link
Replied to an email
Last contacted
You can combine multiple conditions to filter the leads included in the Salesflow.
For example, Email opened more than 3 times in the last 7 days, but less than 1 reply in the last 7 days.
To edit or delete the view, use the buttons in the top right-hand corner.
Reports
You can view your results in Reports. This section offers advanced reporting features, more detailed than typical analytics, including sales goals tracking.
CRM includes data on monthly or quarterly sales goals, showing progress towards these targets.
To customize the report, select specific metrics in Settings:
Opportunities Created
Opportunities Won
Sent SMS
Received SMS
Sent Emails
Received Emails
Outbound Calls
Inbound Calls
Meetings Booked
Meetings Completed
Emails Open
Pipeline Value
Email Open Rate
Email Reply Rate
Cash Collected
Closing Rate
Meeting Booking Rate
Average Deal Size
Sales Cycle Days
Annualized Value Closed (One Time Opportunities + (Monthly opportunities * 12) + Annual opportunities)
Monthly Value Closed
Annual Value Closed
One-Time Value Closed
Preferences
The Preferences tab in Instantly CRM includes the following sections, each designed to help customize your CRM experience according to your specific needs and workflows:
Workspace & Members: Manage team member accounts, roles, and permissions.
Calls & SMS: Manage phone numbers and purchase credits.
AI Automations: Manage AI automation settings to optimize how the CRM uses AI tools to automate routine tasks.
Lead Statuses: Edit and create new custom labels to reflect the lead interest.
Integrations: Manage connections with other software tools and platforms.
Billing: View and manage subscription details and payment information.