Introduction to monday CRM – A beginners guide

Getting started with monday CRM

monday CRM is a sales management platform that helps businesses track leads, manage customer relationships and close deals. This guide walks through the basic functions to help new users get started.

Adding your first leads

You can bring leads into the system in several ways:

• Type them in manually
• Import from Excel or Google Sheets
• Use online forms to collect information
• Connect other apps through integrations

Tip: Set up custom forms to make lead entry faster by only showing necessary fields.

Communicating with leads

When new leads arrive:

1. The system alerts your team
2. You can send emails from shared team addresses
3. Use templates to save time
4. Get notifications when emails are read
5. Schedule meetings directly from the platform

Organising contacts

After qualifying leads as contacts:

• View all contacts in one place
• Link contacts to specific company accounts
• Connect contacts to relevant deals
• See all relationships without switching screens

Managing company accounts

The accounts board shows:

• All your business customers
• Their key contacts
• Related deals and activities Access full account details with one click.

Tracking deals

View your sales pipeline in different ways:

• Table view for detailed lists
• Pipeline view for stage tracking
• Charts for forecasting

Each deal has its own page showing important information at a glance.

Creating sales documents

Generate quotes and invoices:

1. Pull information directly from your deals
2. Create professional documents
3. Download ready-to-send files The system automatically uses your existing data.

Connecting other tools

Enhance your CRM by adding:

• Phone systems like Twilio for calling
• Zoom for meeting tracking
• Microsoft 365 & SharePoint for document management, using our Microsoft 365 SharePoint • Automate & Embed app
• Many other business apps Find these in the integrations centre.

Monitoring activities

Track your team's work through:

• Upcoming meeting reminders
• Call logs and email records
• Individual performance metrics All visible in the activities section.

Viewing sales performance

The dashboard shows:

• Key sales numbers
• Team progress
• Deal pipeline health Customise which metrics you see.

Closing deals

When you win a deal:

• Mark it as complete in the system
• Track your success
• All connected information stays organised

Getting the most from monday CRM

To continue your CRM journey:

• Explore automation features to save time
• Try different board views to find what works for your team
• Check the learning centre for advanced tips
• Regularly review your sales data to spot trends

Final thoughts

monday CRM provides a complete system to manage your sales process from first contact to closed deal. By following this beginner's guide, you've learned how to:

• Capture and organise leads
• Communicate with potential customers
• Track deals through your pipeline
• Connect with other business tools
• Measure your sales performance

The platform's flexibility allows you to adapt it to your specific sales workflow. Start with these basic functions, then gradually explore more advanced features as your confidence grows. With consistent use, monday CRM can become a powerful tool for growing your business and building stronger customer relationships.

A free trial is a great way to test out the features and benefits, so what are you waiting for?