Closing a deal is exciting. Manually creating a project from scratch...Not so much.

In this video, I’ll show you how to automatically convert a closed deal into a fully structured client project inside monday CRM. This way, your sales to service/project operations handoff happens instantly, consistently and reliably every single time.

In this video, I walk through how to build lead and deal dashboards in monday CRM. The default sales dashboard is helpful but it does not include a lot of essential metrics especially lead attribution. These dashboards will answer questions like... Where are your leads are coming from? How many leads are you getting each month? How much revenue are you actually closing? What’s sitting in your pipeline right now?

Just getting started with monday.com CRM? Or, thinking about switching CRMs and want to see how monday actually works in practice?

In this video, I walk you through a complete monday CRM setup from scratch, step by step. We cover everything you need to go from a blank CRM to a fully connected system for leads, contacts, deals, accounts, and automations.

monday CRM Leads Board Setup - Step By Step Guide

monday CRM Pro Plan Overview - See What you get Before you Buy!

Learn more about monday.com CRM’s pricing plans

Which one is best for your team, pros and cons

monday CRM Lead Automation