monday.com is known for its project management and team collaboration features, but can easily be customized with customer relationship management (CRM) by creating tables, elements, and columns that meet a company’s unique sales needs.
It also has a lower cost than most traditional CRMs, making it a good alternative for users who need a simple tool for managing sales opportunities and customers. We’ll show you how to use monday.com as your CRM in seven steps and recommend another user-friendly CRM solution.
Determine your marketing strategy
To use monday.com’s visual functionality and CRM system, you need to configure the interface for marketing-related functionality. This requires that you first establish a regular schedule of activities that go into your work to generate business and income.
These specific sales strategies for your business are called marketing strategies. Having a structured process from inception to closing makes it easy to track your progress on various sales opportunities. It helps identify processes that are working and those that can be improved.
Create your monday.com workspace
The first thing you will create on monday.com, however you use it, is a “workspace”. Think of the workspace as a central system that will store all the modules you use to run your business such as CRM or project management software. Module(s) are the features of the software, while the workstation is the central point where your organization or department can see all the systems and applications.
Once you’re signed in, select the “Add Workspace” button, name your workspace, and set privacy settings. Workplace privacy options include “Open” for all members with a monday.com account to join or “Closed” which only users specifically invited to the workspace can access. Privacy settings are important to protect your business and customer data. Once created, you can start building your CRM by adding “tables” to it.
Create a table with one
The next step in learning how to use monday.com as a CRM is to create a table. From your workspace, click the “Insert” tab and select “New Board”. Each card is the equivalent of a module within the software system and where you start your CRM. When prompted, you’ll be asked to name the board, choose a privacy setting, and choose the type of content you’re customizing. Where you use it to track sales opportunities, we recommend either “leads” or “customers.”
Organize your CRM columns
Once you’ve created your tables and groups, you’re ready to organize your columns. Those columns represent the type of information you want to organize for prospects or customers. Things like pipeline status, potential contract size, contact information, or sources are common examples and should all be sorted by column.
With tables, your group must have default columns that you can change. You also have the option to add new ones by clicking on the “+” sign in the right column. From here you have many options and data types such as numbers, dates, people, text or drop-down lists to choose from, as well as the option to customize the column headers.
After all, the information you want to collect in your table columns is defined and organized, you’re ready to add leads and customers to your monday.com CRM as objects. In each group, if you click the “Edit” button, you can edit the name of the lead, lead, client, account, opportunity, etc.
For advanced features of your monday.com CRM, leverage the power of monday.com by integrating monday.com with an external application or managing your dashboard. monday.com integrates with popular software, including Gmail, Slack, Zoom, and Mailchimp, so you can use some of your favourite tools within monday.com.
In the table, select “+Add to table”, where two of the options are called “Integrations” and “Automations”. The Integration Center allows you to search, browse, and integrate external applications into your system.
Do your marketing work
Once your CRM is set up, you’ve added your leads and built-in optional and/or automated integrations, you’re ready to put your new CRM to good use. As you reach prospects and progress through your sales process, update the item card with job information or files related to your process, such as plans, contracts,