How to Use Monday CRM: Beginner’s Guide in 2025

Need help with messy spreadsheets and a chaotic sales process?

It’s time to try Monday’s sales CRM! This easy-to-use tool helps you organize your customer relationship management like a pro.

Imagine having all your contacts, deals, and tasks in one place.

That’s what Monday sales CRM does.

This guide will show you how to use Monday CRM & get started, even if this is your first time using a CRM.

Getting Started with Monday sales CRM

Okay, so you’ve signed up for Monday. Now what?

Let’s get your workspace set up and ready to go.

Don’t worry, it’s super easy!

Creating Your Account

First, head over to Monday and click “Get Started.”

You’ll need to answer a few quick questions and pick a plan.

They offer a free trial period, but if you’re serious about using Monday sales CRM, you’ll want a paid plan.

They have different options for small businesses and big companies, so choose what fits your needs.

Your First Look Around

Once you’re in, you’ll see the main dashboard. Think of it as your home base.

Here’s what you’ll find:

• Workspaces: These are separate folders for your projects. You might have one for your sales team, one for marketing, and another for project management.
• Boards: These are where the magic happens! Each board is like a giant spreadsheet where you track your work. You can create boards for your sales pipeline, contacts, or anything else you need to organize.
• Pulses: These are the individual rows on your board. Each pulse represents something specific, like a deal you’re working on or a task you must complete.
• Columns: These are like the different categories on your board. You can use them to store information such as contact names, phone numbers, deal values, and more.

Don’t worry if it seems like a lot at first. You’ll quickly get the hang of it!

Building Your Workspace

You’ll want to create a workspace for your sales team to get started. Just click the “Add Workspace” button and give it a name.

Next, invite your new team members.

Just type in their email addresses; they’ll be invited to join. You can even control what they can see and do in the workspace.

Pretty cool.

Important Note: You must use a modern web browser like Chrome or Firefox to view this site properly. Older browsers might need to be fixed.

That’s it for the basics!

You’re now ready to start adding contacts and building your sales pipeline. The following section will cover that.

Managing Your Contacts in Monday sales CRM

Contacts are the heart of your sales process.

So, let’s learn how to add them to Monday’s sales CRM and keep them organized.

Adding New Contacts

There are a few different ways to add contacts to your Monday board:

• Manually: This is the simplest way. Just click “Add Item” on your board and fill in the details for each contact. You can add their name, email, phone number, company, and other important information.
• Importing: If you already have a lot of contacts, you could import them from a spreadsheet. This saves you tons of time! Just go to “Import” and follow the instructions.
• Forms: You can create forms on your website or landing pages that automatically add new contacts to your Monday board. This is a great way to capture leads!

Keeping Your Contacts Organized

Once you have a bunch of contacts, you’ll want to keep them organized. Here’s how:

• Groups: You can group your contacts by location, industry, or lead source, making it easy to find the ones you need.
• Filters: You could use filters to narrow down your contact list. For example, you could filter to see only contacts who have not been contacted in the last month.

Pro Tip: Keep your contact information up-to-date by regularly checking for old or incorrect information.

Talking to Your Contacts

You can do more than store contact information in Monday sales CRM.

You can talk to your contacts right from the platform!

• Emails: From Monday, you can send emails to your contacts directly. You can even create templates for personalized emails to save time.
• Phone Calls: If you have a VoIP integration set up, you can also make phone calls on Monday. This keeps all your communication in the same place.

See? It’s super easy to manage your contacts in Monday sales CRM. You can add them, organize them, and even talk to them, all from the same place.

Plus, you can visualize your contact data in different ways, like in a chart view, to get a better understanding of your audience.

Managing Your Deals in Monday sales CRM

Alright, now let’s talk about deals!

In Monday sales CRM, you can create a visual sales pipeline to track all your deals in one place.

This helps you see where each deal is at and what needs to happen next.

Building Your Sales Pipeline

A sales pipeline shows the different stages of a deal, from the first contact to the closing of the sale.

Here’s how to create one in Monday’s sales CRM:

1. Create a new board: Click the “Add” button and choose “New Board.”
2. Name your board: Give it a name like “Sales Pipeline” or something similar.
3. Add columns: You’ll want columns for things like “Deal Name,” “Contact,” “Value,” “Stage,” and “Close Probability.”
4. Set up your stages: Think about the typical steps in your sales process. You might have stages like “Lead,” “Contacted,” “Proposal Sent,” “Negotiation,” and “Won.”

Pro Tip: You can customize your board with different colors and labels to make it easy to understand at a glance.

Tracking Your Deals

Now it’s time to add your deals to your pipeline!

Each deal gets its pulse (row) on your board. As deals progress, you can move them from one stage to the next.

This gives you a clear picture of what’s happening with each deal.

You can also use the columns to track important information about each deal, like:

• Deal value: How much is the deal worth?
• Close probability: How likely are you to win the deal?
• Next steps: What must you do to move the deal forward?

Checking Your Sales Performance

Monday sales CRM has some cool tools to help you analyze your sales performance.

You can create reports to see things like:

• How many deals have you won and lost?
• How much revenue you’ve generated?
• Which sales reps are performing the best?

This information can help you identify areas to improve your sales process.

Important Note: For optimal performance security and to ensure you can use all the features on Monday, please update your browser to the latest version.

It would be best to have a modern browser to view this site properly.

If you encounter any problems, please check your browser version or contact Monday support using your ray ID.

Automating Your Workflow with Monday sales CRM

Wouldn’t it be awesome if your CRM could do some work for you?

Well, with Monday sales CRM, it can be done!

You can set up automation to save time and make your life easier.

Why Use Automation

Automations are like little robots that do things automatically in the background.

They can save you tons of time by taking care of repetitive tasks.

For example, you could set up an automation to:

• Send a welcome email to new contacts.
• Move deals to the next stage when they meet specific criteria.
• Notify your team when a deal is close to closing.

Creating Your First Automation

Setting up automation in Monday sales CRM is super easy. Here’s how:

1. Go to the Automation Center: This is in the main menu.
2. Choose a recipe: Monday has many pre-built automation recipes to get you started.
3. Customize the recipe: You can tweak the recipe to fit your specific needs.
4. Activate your automation: That’s it! Your automation will begin working its magic.

Example: Let’s say you want to email every new contact added to your board.

You could choose the “When a new item is created, send an email” recipe and customize it with your email template.

Taking it to the Next Level

Once you get comfortable with basic automation, you can explore more advanced features, like:

• Conditional logic: This lets you create automations that only run when certain conditions are met.
• Integrations: You can connect Monday sales CRM to other tools you use, like Gmail or Slack, to create even more powerful automation.

Automation is a game-changer for managing your sales process.

They can help you and your team work more efficiently and close more deals.

So why not give them a try?

Reminder: To use all the automation features smoothly, ensure your browser is up-to-date.

This will help you manage your automation and get the most out of Monday for your business.

Conclusion

That’s it! You’ve made it through our beginner’s guide to Monday sales CRM.

Hopefully, you now understand how this powerful tool can help you manage your sales process.

You learned how to set up your workspace and add new team members, add and organize your contacts, and build a visual sales pipeline to track your deals.

You even explored how to automate your workflow!

Monday sales CRM makes managing your clients, tracking your progress, and closing more deals super simple.

And the best part? It’s easy to use, even if you’re new to customer relationship management. So what are you waiting for?

To start your free trial, click here! We hope this guide has been helpful. Happy selling!

Frequently Asked Questions