In this updated Monday.com CRM tutorial, I share how anyone can get started with Monday.com as an all-in-one CRM.
For those that don’t know Monday is known for its impressive and visually engaging project management software.
However, in conjunction with using Monday to manage projects, you can also leverage their full feature and customizable CRM software.
What can you do with Monday’s CRM?
– Manage contacts, accounts, and leads.
– Manage and optimize your sales pipeline.
– Capture contacts (4 methods).
– Manage tasks (activities).
– Set up customizable automation and integrations with ease.
– Visual and customizable dashboards.
– Impressive templates.
– And more!
👉 Get started with the Monday.com CRM here ➜
https://try.monday.com/j2a2xhfnqch6-crm
*IMPORTANT NOTE: The link up above is an affiliate link, which means we will get a commission if you upgrade to a paid plan through this link (with no extra cost to you), this helps support our channel and we thank you in advance!
Read my full Monday.com CRM review here:
https://stewartgauld.com/monday-com-crm-review/
Check out the full article on our website here:
https://stewartgauld.com/monday-com-crm-tutorial-beginners/
Read more about my top 7 CRM software for small businesses here:
https://stewartgauld.com/best-crm-software-for-small-businesses/
► Here are the core reasons why Monday.com stands out for us:
– Visually pleasing user interface.
– Easy to use automation.
– The abundance of integrations with your favorite tools.
– Free plan to get you started.
– Easy-to-use form builder
– Dynamic and customizable ‘boards’.
– Extensive features for streamlining your customer’s journey.
– Overall easy to learn how to use.
– Dynamic and customizable CRM templates.
► Looking for a simple, understandable, and actionable road map for small business success online? Make sure you get our all-in-one small business playbook (linked below) 📚
👉 https://godigitalnow.store/products/go-digital-now-the-ultimate-small-business-playbook-ebook
► Relevant video resources mentioned in this Monday’s CRM tutorial:
How to create forms inside Monday:
https://youtu.be/gDkDlKl0mmg
How to use Monday for Project Management:
https://youtu.be/a3PMLonhYCc
How to use Monday automation:
https://youtu.be/X9rxInqgnCU
Watch my guide on the top 5 CRM platforms for small businesses:
https://youtu.be/KOFIm3GjPls
► Today we navigate through the below chapters for this Monday.com CRM tutorial:
0:00 Intro
01:07 Getting started
01:23 Monday CRM pricing
02:54 Monday Sales CRM
03:23 Account settings
04:03 Setup email account
04:52 Team members
05:08 Inbox
05:44 Workspace
06:34 Boards, documents & more
07:25 Folder
08:04 Collaboration docs
09:30 Groups
09:49 Items (records)
10:13 Columns
13:04 Contacts
13:34 Manually add contacts
15:34 Default automations
17:40 Import contacts
18:04 Add contacts with forms
19:42 Integrations
20:42 Accounts
21:54 Leads
22:23 Deals
24:38 Create automations
25:33 Activities
26:31 Sales dashboard
29:36 Outro
► Are you interested in joining our small business community?
Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauld
Let me know if you found this Monday.com CRM software tutorial for 2023 helpful. Also, if you require any help or support, make sure to get in touch with us today.
Thanks for watching and enjoy!
#monday #crm