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Everything You Need to Know About Monday CRM – In One Video.
In this quick yet powerful walkthrough, we show you exactly how Monday CRM works – from managing leads and pipeline tracking, to sending emails, automations, dashboards, and integrations. Whether you're just curious or ready to upgrade your CRM setup, this is the only overview you’ll need.
✅ Built for sales, ops, and fast-moving teams
✅ See real-time forecasting, automations, and custom workflows
✅ Bonus: How Fruition helps you get set up faster (and better)
⏱ Chapters
00:00 – Intro
00:28 – CRM Dashboard & Navigation
01:52 – Lead Capture & Forms
03:15 – Email Sequences & Mass Emails
04:30 – Sales Pipeline & Forecasting
06:10 – Views: Table, Kanban, Timeline
07:35 – Custom Objects & Duplicate Check
08:40 – Segmentation & Mass Outreach
09:45 – Real Account Examples
10:30 – Next Steps with Fruition
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