How to use Monday.com as a CRM | CRM Software for Small Business (Monday.com Tutorial)

In today's tutorial, I take you through how to use Monday.com as a CRM. Monday has recently updated its visual & powerful CRM Software for Small Business.

Today we will break down Monday.com and guide you through Monday's CRM component, features and elements so you can easily manage your customer interactions, relationships and sales pipeline.

Get started with a free 14-day trial and see if monday.com is a good fit for your business: https://monday.com/use-cases/sales-crm

Interested in using monday.com as a project management tool too? Check out this tutorial here: https://www.youtube.com/watch?v=piDQKQmr2H4

► In this Monday tutorial for beginners we cover the following:

0:00 Intro.
01:14 Sign up to Monday.
01:30 Monday pricing.
05:52 Monday dashboard.
06:46 How to add team members.
07:51 Getting started with Monday.com CRM.
12:36 How to add leads.
13:12 Create lead capturing form.
14:47 Board layout views.
16:11 Integrations.
18:06 Automations.
19:24 Notifications & Inbox.
20:24 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 here): https://mailchi.mp/71ac3fcdbfdf/stewart-gauld

Let me know if you found this Monday tutorial helpful. Also, if you have any questions make sure to drop them down below.

Thanks for watching and enjoy!

#monday #crm

Видео How to use Monday.com as a CRM | CRM Software for Small Business (Monday.com Tutorial) канала Stewart Gauld