Monday.com CRM Tutorial for Beginners | Feature-Packed & User-Friendly CRM Software

✅ Claim your FREE Monday CRM trial (14-day free trial) ➜ https://try.monday.com/j2a2xhfnqch6-crm *(I'm an affiliate with Monday, meaning we will get a commission if you buy through them at no extra cost to you. This helps support our channel so I thank you in advance!) 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. Watch my updated Monday tutorial from 2024 here: https://youtu.be/7i-PSMUCoPI Read my full Monday.com CRM review here: https://stewartgauld.com/monday-com-crm-review/ Check out the full article over on our website here: https://stewartgauld.com/monday-com-crm-tutorial-beginners/ ► 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 ► 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 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