monday CRM Tutorial [2024]

monday crm

Do you know the key to earning more revenue and growing your new business?

That’ll be getting new customers and automating various operational tasks.

According to the Harvard Business Review, two-thirds of startups fail to show a positive return. One of the reasons could be your sales team’s inability to optimise business processes.

With individual sales, productivity gets low. As a result, your team can experience sales anxiety, internal disagreement, and reduced sales cycle effectiveness.

If you don’t address these issues, it can lead to a bad brand reputation, nonexistent follow-ups, and unclear relationships.

Thankfully, all these problems have one solution. Startups must invest in the highly customisable and all-in-one monday sales CRM platform to meet the top sales priority.

In a report, Forbes pointed out that monday CRM tool experienced rapid growth.

For instance, there were 13,318 customers, which is a jump of 21% from last year.

But how to use monday.com as a CRM? In this blog post, we’ll answer a few similar questions that you might have about this software.

What Will the monday Sales CRM Home Screen Have?

74% of companies believe CRM software helps them easily access customer data, leading to a significant impact on retention.

As a leader, you can get this benefit only if you know how to navigate such tools.

When it comes to monday.com sales CRM, you might wonder how to navigate the basics of the home screen.

Irrespective of the high-growth industry you are a part of, monday.com will be your go-to CRM tool. Ideally, the monday sales CRM login is easy if you’re already registered. Once logged in, you’ll land on a home screen that looks like this.

It’ll have the following features:

• A workspace consisting of various boards, like activities, a ‘getting started document,’ leads, activities, etc.
• When you click on the three dots beside the title, you can change the icon, name of the workspace, and more.

The home screen of monday.com sales CRM is quite accessible if you want to navigate through workspaces, inboxes, and recent boards.

The different boards (apart from leads) include the following:

• Contacts: You can filter and see all the primary contacts, assign them to accounts, etc.Deals: Comprehensive view of all the different deals and customisable stages.
• Sales dashboard: A complete overview of every sales cycle that’s going on in your startup.

What’s The Leads Board All About in the CRM monday Tool?

monday.com CRM features multiple boards for your sales team to use. These can help keep the leads streamlined once you integrate them.

On average, 19% of companies can generate about 101 to 500 leads per month. You can either add them manually, use the monday form, or bulk import them from Google Sheets.

In a YouTube video about monday sales CRM, Kevin Stratvert mentions how you can also integrate the monday CRM software with third-party providers.

Once done, you’ll see a dashboard like this.

Let us explain what you can do here with the default settings:

• Your sales team can classify the leads as qualified or unqualified to understand the priority levels. They can also change the status to contacts, define the deals, and assign accounts.
• You can customise the monday form that you integrate into your website for the prospects to reach out proactively.
• Scrolling the rows to the right will expose a few columns, like emails, titles, company names, and phone numbers.

You can completely customise the view per your requirements by dragging the columns, adding more rows, new tables, etc.

By connecting all these elements into one place, monday CRM ensures a few things. For example, everything stays synced, and you have a 360-degree view of each account, contact, lead, and deal on the leads board.

Can You Send Emails Using monday Sales CRM?

Did you know that 64% of small businesses use email marketing to generate leads?

Hence, if you want to proactively reach out to your leads through monday.com CRM, you must integrate your email into this tool. In doing so, you can track communications in one place.

The email and activities section might look like this. You can easily integrate Outlook and Gmail accounts to manage communications automatically.

To send out an email, you can click on the contact you want to reach out to and check the lead flow. If no email contact has been made, it’s time to customise an email for them.

Once sent, you can effectively receive and track the emails. The best part is that you can use AI templates to generate the text and then personalise it.

To save it for later, you can turn it into a template for future lead-generation emails. On the monday sales CRM app, you’ll be notified the moment your lead reads the message or replies.

Is There a Forecast View in monday.com Sales CRM?

Yes, there’s a forecast view right beside the main table option. Upon clicking, you’ll find yourself on a dashboard with a chart view like this.

It’s one of those quirky monday.com CRM features that gives you an overview of the future forecast. It has the following features:

• You’ll see the annual goal and monthly forecast in two widgets that gather data from the inputs in the sales CRM tool.
• You can also add more widgets in the view in a chart, Gantt, battery, or numbers format.
• To change the visual representation, click on the three dots and then go to settings to select a chart type.
• The pipeline view comprises the visual view of how each deal is progressing.

What Manual Processes Does monday Sales CRM Eliminate?

As of 2025, the AI market is set to generate USD 244.22 billion. Due to this popularity, many SaaS companies have introduced automation in their tools and platforms. monday CRM didn’t lag behind.

For instance, monday.com AI can change task management, email writing, sentiment detection, summarising tasks, and more.

Click on the deals board and find the automation option on the top right.

Here is the automation for manual processes that monday CRM for sales can offer:

• Notify teams when status changes
• Data entry for each lead
• Tracking the contacts
• Scheduled follow-ups via emails
• Report generation for each successful conversion

All in all, monday can help streamline a sales team’s workflow and reduce administrative work through integrations and automation.

To End With

On monday.com sales CRM, you’ll be fully equipped to manage, automate, and organise every part of your sales cycle. Business News Daily posted a monday sales CRM review proving how well this tool can help improve revenue and customer retention.

It’s also the best platform for startups because of the affordable (or free) subscription.

As a leaders, you’ve probably got a lot on your plate. It can truly be a challenge to fully understand how to use monday as a CRM. That’s why you’ll need an implementation consultant like Fruition Services.

With our help, you or your team won’t have to go through the home screen and lead board navigation alone. We can offer a comprehensive monday CRM training for everyone.

From discovery consulting, solution design, and CRM data migration to training, adoption, and implementation—Fruition can help with everything.

We can also ensure that no one in your sales team feels overwhelmed with the implementation process.

Are you ready to ensure all key employees get comfortable onboarding onto monday sales CRM with our assistance?