How To: Build a CRM system in monday.com

Are you using monday.com as your CRM solution or thinking about it? In this video, we've got you covered with practical insights, integrations, and strategies to make the most out of your CRM in monday.com. We dive into board connectivity, discuss handy integrations, and show you how to create powerful dashboards. Don't miss this guide to elevate your CRM game in monday.com!
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00:00 Intro
01:20 Presentation
02:28 Agenda
03:48 Before you start building a CRM in monday.com
13:00 Live demo build in monday.com
37:00 Sales funnel
42:45 Sales dashboard
48:50 Omnitas apps
50:20 Integrations in monday.com
54:50 Summary
56:25 Q&A

[@renanpinheiro2764]

Thanks for this tutorial and all explanation. I'd like to have access to this CRM template. Is it available to download? If not can you do it?

[@OmnitasConsulting]

Hey Renan! Glad you liked the CRM. We are in the process of building some templates. In the meantime. Feel free to book a free consultation to talk to us about your needs and how they best can be solved in monday.om: calendly.com/d/ch2-kms-355/omnitas-consulting-intro-call