Today, I dive into an updated Monday.com CRM tutorial for beginners looking to get started with a feature-packed and easy-to-use CRM software.
For those that don’t know Monday is known for its impressive project management software. However, in conjunction with using Monday to manage projects, you can also leverage their full feature and customizable CRM software.
Get started with Monday.com CRM for free here:
https://mondaycom.grsm.io/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!
► Here are the core reasons why Monday.com stands out for us:
– Visually pleasing user interface.
– Easy to use automations.
– The abundance of integrations with your favourite tools.
– Free plan to get you started.
– Dynamic and customisable ‘boards’.
– Extensive features for streamlining your customer’s journey.
– Overall easy to learn how to use.
– Dynamic and customisable CRM templates.
► These are the videos I mentioned in this Monday.com CRM software tutorial for beginners:
How to use Monday.com to manage projects:
https://youtu.be/NN6h7bTRMzw
How to use Monday.com automations:
https://youtu.be/_uaiHQNVh-U
► Today we navigate through the below chapters for this Monday.com CRM tutorial:
0:00 Intro
01:14 Getting started
02:32 Workspace
03:16 Enable Monday.com CRM
04:00 Pricing
06:18 Layout & structure
10:16 Add team
10:36 Left side bar
11:15 What is a CRM?
13:29 Create forms
15:23 Manage contacts
19:07 Manage accounts
21:00 Manage leads
21:20 Manage deals – sales process
23:31 Automations
26:34 Sales dashboard28:46 Integrations
29:48 Outro
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Let me know if you found this Monday.com CRM software tutorial 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