Name: monday CRM - The Simplest CRM
Uploaded: 2024-08-07T19:53:51.000Z
Duration: 22 min 31 s
Description: Monday CRM helps businesses streamline their sales processes and manage customer relationships efficiently.

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monday CRM

monday CRM - The Simplest CRM

In this video, you will see how Monday Sales CRM helps you track and manage your whole sales process in one place. You’ll learn how to capture leads using forms or imports, sort and merge duplicates, and move good leads to your Contacts board. You’ll then create Deals and link them to Accounts, send emails and record meetings with the Emails & Activities app, and make quotes and invoices. Finally, you’ll view your pipeline and key reports on a Sales Dashboard. This tool solves the problem of scattered data by keeping all sales info organized and visible.

Welcome to the Monday Sales CRM demo. We’ll walk through the full A–Z sales process, boards, dashboards, and key features to help you manage leads, contacts, deals, and activities in one place.

Introduction & Demo Overview

Learn the difference between Monday Work Management (core operations) and Monday Sales CRM (ready-to-go templates and exclusive sales features) that sit on top of Work OS, including mobile CRM capabilities.

CRM vs Work Management

Overview of the five built-in boards—Leads, Contacts, Deals, Accounts, Activities—and how items move through stages from new prospects to loyal customers in a typical sales funnel.

Sales Pipeline Flow & Template Boards

Once you add the CRM product, the five boards and a sales dashboard are automatically created in your workspace. These essentials can’t be deleted and include built-in columns and help docs.

CRM Product Setup & Workspace

Use the Leads board to collect prospect information. Import existing leads via Excel or integrations (e.g., Facebook Ads, HubSpot), or capture new leads with a customizable form that auto-populates fields.

Leads Board: Capturing & Importing Leads

Keep your Leads board clean with the Manage Duplicates feature. Search and merge duplicates by name, email, or company. Customize lead groups and columns to match your data needs.

Lead Board: Managing Duplicates & Customization

Open a lead’s Overview to see its stage, time in stage, and update status. Track progress visually with color-coded widgets and easily reopen closed or unqualified leads.

Lead Item View & Pipeline Updates

Within each item, use the Emails & Activities app to send, receive, and track emails (Gmail/Outlook) and log calls or meetings. Apply templates, auto-populate fields, attach files, and track opens.

Emails & Activities: Communication Tracking

Once a lead is qualified, click a button (via automation) to move it to the Contacts board. The lead item is archived and a new contact is created automatically.

Qualifying Leads & Moving to Contacts

Manage all qualified contacts in one place. View contact details, set contact type and priority, and customize columns. Import contacts directly if you don’t use leads.

Contacts Board Overview & Database

The CRM that's simple to set up and easy to use.

Notable customers include:

- **Dominic Harris, Co-Founder**: "I couldn't even comprehend how we would report without monday CRM." ([monday.com](https://www.monday.com/crm?utm_source=openai))

- **Lizzie Post, Co-president**: "It is saving us time, it is keeping us organized, and it is working. We are so happy to have found monday CRM." ([monday.com](https://www.monday.com/crm?utm_source=openai))

- **Luca Pope, Global Client Solutions Manager**: "Because monday CRM is much easier to use than our old CRM, it requires less training." ([monday.com](https://www.monday.com/crm?utm_source=openai))

best_customers

For more information, you can visit their Privacy Policy and Terms of Service pages.

legal_info

monday CRM offers different pricing plans based on team size and features. For example, the Basic plan starts at $12 per seat per month, while the Standard plan is $17 per seat per month. For more details, visit their pricing page: ([monday.com](https://monday.com/crm/pricing?utm_source=openai))

price_estimate

Companies use monday CRM for:

- **Lead Management**: Collect and qualify leads from various sources in one place. ([monday.com](https://www.monday.com/crm?utm_source=openai))

- **Deal Tracking**: Monitor the progress of sales deals through customizable pipelines. ([monday.com](https://www.monday.com/crm?utm_source=openai))

- **Customer Communication**: Centralize emails and interactions with clients for better follow-up. ([monday.com](https://monday.com/crm/features/?utm_source=openai))

- **Sales Forecasting**: Predict future sales and set targets based on current data. ([monday.com](https://monday.com/crm/features/?utm_source=openai))

- **Post-Sales Management**: Oversee client projects and track collections after closing deals. ([monday.com](https://www.monday.com/crm?utm_source=openai))

use_cases

monday CRM stands out because it's fully customizable without needing coding skills, integrates seamlessly with popular tools like Gmail and Outlook, and offers powerful automation to streamline sales processes. ([monday.com](https://www.monday.com/crm?utm_source=openai))

company_uniqueness

- **Customizable Pipelines**: Tailor your sales process to fit your team's needs without needing a developer. ([monday.com](https://www.monday.com/crm?utm_source=openai))

- **Email Integration**: Connect your Gmail or Outlook to send and receive emails directly within the platform. ([monday.com](https://monday.com/crm/features/?utm_source=openai))

- **Automations**: Save time by automating repetitive tasks like assigning leads or setting reminders. ([monday.com](https://www.monday.com/crm?utm_source=openai))

- **Dashboards**: Create visual reports to track sales progress and team performance. ([monday.com](https://monday.com/crm/features/?utm_source=openai))

- **Mobile App**: Manage your sales activities on the go with the mobile app. ([monday.com](https://www.monday.com/crm?utm_source=openai))

features

monday CRM is designed for businesses of various sizes, from small teams to large companies. It's especially useful for:

- Sales Managers
- Marketing Coordinators
- Customer Support Representatives
- Project Managers
- Business Owners

Industries that benefit from monday CRM include:

- Business Services
- Real Estate
- Software & IT Services
- Media & Communications
- Manufacturing

([monday.com](https://www.monday.com/crm?utm_source=openai))

company_icp

monday CRM is a tool that helps businesses keep track of their customers and sales. It lets teams organize information about their clients, manage sales activities, and work together more easily. ([monday.com](https://www.monday.com/crm?utm_source=openai))

monday CRM - The Simplest CRM

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