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. Also, in order to get the proper lead data, you must have a similar setup as the one I created in this video:    • How to Setup monday CRM: Step-by-Step Comp...   Or, if you have lead attribution carried throughout the lead and deals boards, you should be all set. 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.

The Connect Boards and Mirror Column features in monday.com are incredibly powerful but also a bit confusing to set up.

If you’ve ever struggled to connect two boards, mirror data or keep data in sync between teams, this guide breaks it down step by step.

Automations are one of monday.com’s most powerful features. You can save your teams 100s of hours per month without knowing a single line of code.

In the video below, I’ll walk you through monday.com automations from beginner to advanced, starting with simple status-based rules and ending with full multi-board workflows with if/else conditions.

In this video, we break down two proven ways to send emails from monday.com subitems. First, we show how to use monday.com Advanced Workflows for a clean, no-code solution that works well for straightforward use cases. Then, we walk through a more flexible approach using make.com, which gives you full control over attachments, retries, delays, and more advanced logic

In this video, we walk through a practical, real-world example showing how to automatically send new items from monday.com into Google Sheets using make.com.

In this guide, I’ll walk you step-by-step through how to set up the Aircall integration, configure call logging, create dispositions, sync contacts, and make sure everything flows perfectly between monday CRM and your phone system.

The Best Way to Keep Teams on Track with monday.com

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monday.com Issue Tracking for manufacturing, operations and plant management.

monday.com Service Work Project Tracking - Skilled Trades, Maintenance, Electricians, Plumbers, HVAC

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