Why Monday CRM isn’t just a simple upgrade from Work Management

If you're using or considering using Monday CRM, this video is key to making informed decisions about Core CRM Boards vs. non-Core CRM Boards. I break down the differences, show you how to spot core CRM boards, and explain why building custom non-core boards is often the better choice. You'll also learn why I only recommend keeping the Deals board (and how to adjust it for maximum flexibility). Whether you're new to Monday or a seasoned user, these tips will help you set up your boards for better functionality and fewer limitations. Watch now to optimize your Monday CRM workflow!

CHAPTERS
00:00 Introduction to Monday CRM vs. Monday Work Management
00:32 Identifying Core and Non-Core CRM Boards
00:47 Creating a Non-Core CRM Board
01:23 Visual and Functional Differences
02:17 Recommendations for Using Monday CRM
03:38 Avoiding Limitations of Core CRM Boards
04:15 Final Thoughts and Recap

CLICKABLE SEARCHABLE TRANSCRIPT
In the next couple of days, I will share a copy of this video on our free MondayWiki Community with a full clickable & searchable transcript. If you'd like to be notified when the transcript version is live, sign up for free here https://community.mondaywiki.com/share/XDkvhV27WCharMz4?utm_source=manual

LINKS
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Видео Why Monday CRM isn’t just a simple upgrade from Work Management канала MondayWiki