Monday CRM – Work OS for Sales Teams

Module 1: Introduction to Monday CRM

• Monday.com overview: Work OS platform and its CRM capabilities
• Monday CRM vs Monday.com: dedicated CRM product explained
• CRM objects: Leads, Contacts, Deals, and Accounts as boards
• Navigating Monday CRM: boards, dashboards, and workspace

Module 2: Lead and Contact Management

• Lead board setup: columns, statuses, and lead stages
• Contact management: building a structured contact database
• Importing leads: CSV import and web form lead capture
• Email sync: two-way email tracking from Monday CRM

Module 3: Deal Pipeline Management

• Deal board: stages, expected close dates, and deal values
• Multiple pipelines: managing different products or regions
• Drag-and-drop stage progression for visual pipeline management
• Stuck deals: rotting notifications and pipeline health alerts

Module 4: Monday CRM Automations

• Recipe-based automation: trigger, condition, and action builder
• CRM-specific automations: follow-up tasks on deal stage change
• Notification automations: alerting reps on deal inactivity
• Integration automations: connecting CRM data to external apps

Module 5: Communication and Activity Tracking

• Activity log: tracking emails, calls, and meetings on records
• Email composer: sending tracked emails from contact records
• Meeting scheduler: booking meetings from Monday CRM
• @mentions and updates: team collaboration on CRM records

Module 6: Monday CRM Integrations

• Gmail and Outlook: email sync and contact import
• Slack: deal notifications and updates in team channels
• Zapier and Make: connecting Monday CRM to hundreds of apps
• Monday CRM API: programmatic access to CRM boards

Module 7: Dashboards and Reporting

• Dashboard widgets: numbers, charts, tables, and timelines
• Sales funnel widget: visual conversion rate reporting
• Revenue forecast widget: pipeline value by stage and period
• Team performance dashboards: activity and deal metrics

Module 8: Capstone Project and Assessment

• Monday CRM workspace setup: leads, contacts, deals, and accounts
• Automation recipes for pipeline management and follow-up
• Sales performance dashboard build with funnel and forecast widgets
• Final assessment and course certification

Experience in the Industry Gain expertise from Monday.com partners and sales operations professionals who have implemented Monday CRM for sales teams at startups, agencies, and growing companies seeking a visual and flexible CRM built on the Monday Work OS.

Backgrounds at the Top Our Monday CRM trainers have worked at Monday.com partner organisations and revenue operations teams choosing Monday CRM for its ease of use, flexibility, and deep integration with the broader Monday.com Work OS ecosystem.

Clear & Effective Teaching Monday CRM boards, lead and deal management, pipeline automation, email sync, integrations, dashboard widgets, and sales reporting are explained with practical visual CRM and sales operations examples.

Hands-On Learning Focus Students build Monday CRM boards, configure automation recipes, sync email, integrate with Slack and external apps, and create sales performance dashboards through structured hands-on lab exercises.

Up-to-Date Knowledge Trainers keep content current with the latest Monday CRM releases, Monday AI features, Work OS platform updates, and evolving visual project and sales management best practices.