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:
mondaycom.grsm.io/stewartgaul...
*(This is an affiliate link, meaning we will get a commission if you decide to buy through them, this helps support our education-based channel and we thank you in advance!)
► UPDATED Monday CRM tutorial for 2022 down below:
• Monday.com CRM Tutoria...
Interested in using monday.com as a project management tool too? Check out this tutorial here: • How to use Monday.com ...
► 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): mailchi.mp/71ac3fcdbfdf/stewa...
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

[@StewartGauld]

Hey team! I have added an updated Monday CRM tutorial for 2022 in the video description above.

[@gracewalfall9818]

Nice Job!! One of the simplest to follow!!!

[@StewartGauld]

Glad you liked it!

[@samirnuman111]

EXCELLENT thank you so much!

[@StewartGauld]

You're very welcome!

[@markfcoble]

Thank you. Good information for new guys.

[@StewartGauld]

Glad it was helpful!

[@Myconstituency]

thanks, alot@stewart Gauld, am enthralled

[@StewartGauld]

You are welcome mate!

[@Gil_Zeira]

Great video thanks man ! Well understood

[@StewartGauld]

Glad you liked it!

[@rodessagarcesa3034]

Thanks!

[@StewartGauld]

No problem!

[@DonovanAenslaed]

Game! Have a shot every time you hear the acronym CRM! BTW, nice tutorial video!

[@StewartGauld]

Haha good idea. Cheers mate.

[@Sean-Seymour]

Hey, great overview video. The part that is missing for me is the history. Where can you see the history of the activities for a client? That is a very key thing for CRM.

[@StewartGauld]

Hi Sean, If you select the contact you can navigate through all the information/activity. Cheers!

[@myrnamartinez7853]

This is an overview of Monday CRM features, not necessarily a ‘how to create a CRM process, or funnel’ which is what I was looking for.

[@StewartGauld]

Hi mate! Sorry to hear. Will make sure to release a more in-depth walk through in the near future.

[@heathermilne7445]

Are you able in to intergrate information from another CRM if we want to transfer over?

[@StewartGauld]

Hey Heather, Yes there are a few ways you can do this. Through an integration or upload a file like csv file.

[@justicetalbot8874]

Is there an option to use any of the paid options as a single user paying $8/mo ? Or do they force you to choose a minimum of 3 people?

[@StewartGauld]

Yes you can. You do not need the required number of user to use the premium plans.

[@jmkonline]

Is there a way to get in-touch with you for more specific questions/consulting?

[@StewartGauld]

Hey mate! Sure is. Looks like you booked a consultation with me. Looking forward to chatting next week!

[@mervcharles8365]

is it possible to add notes, comments, log contact attempts for each lead?

[@StewartGauld]

Hey Merv, Yes you can do all that with each contact.

[@renjithomas8088]

Can I upload existing sales lead from my excel?

[@StewartGauld]

You sure can mate!

[@zameerpackeerally5073]

Can the members add their activities daily

[@StewartGauld]

They sure can mate

[@pauloya]

Did they add a free plan since this video?

[@StewartGauld]

Hey mate, Yes they did.

[@497davidtj]

@@StewartGauld hey is there a lot of limitations to the free plan? or is it just that only one person has access to it

[@TotoGuy-Original]

Great video pretty useful however your mouse is very loud and annoying.

[@StewartGauld]

Thanks for that. Appreciate the feedback.

[@mariamhakobyan5852]

Name the video correctly - waste of time

[@StewartGauld]

What is that? What was your issue?

[@chrisbutlerart]

Good content (so far...i'm about 10 minutes in). This is a gentle criticism, but its something I always find baffling about so much of this kind of overview content on KZbin... Why is it that overviews like this feel the need to trudge thru a very basic sign up process? If someone is watching this video, odds are *very high* that they're not going to need a signup & price process explained so...carefully. I'm here, for example, to get a basic understanding of Monday.com's CRM features. *I don't need to have 'how to sign up' explained to me, man.* Anybody who *needs* a basic sign up process explained is going to have bigger issues than learning how to use CRM, amirite? Again, I hope you take this in the spirit its intended...the video's great info. But after going through a few similar videos its like, geez...just kind of get to it, you know? Time is money, money is power, power is pizza, etc.. : ) Your stuff is great, this is just a momentary rant.

[@StewartGauld]

Thanks mate, Have you seen our updated video? Reason being is because the sign up allows us to explain certain elements before actually using the platform. This makes for a cleaner understanding when diving onto the demo.

[@markfcoble]

Thanks!

[@StewartGauld]

No problem!