Your Guide to Monday CRM: Made it Easy for Freshers

Starting with a new CRM can feel like a lot, especially with the all-in-one interface Monday CRM offers, but don’t worry, it’s easier than it looks, and you’ll be a pro in no time. Once you sign up, head to your workspace, which is your home base for managing all things sales and clients. The dashboard may seem busy at first, but it’s designed to keep everything, from contacts to deals and tasks, at your fingertips with just a click away.

Start by creating your account and choosing the plan that’s right for you (there’s even a free trial, so you can explore risk-free). Your dashboard displays boards, which are like digital tables for organizing information. For beginners, use the default CRM templates to make setting up a breeze; you’ll see boards labeled for contacts, leads, deals, and more. If you want to add your own flavor, Monday CRM is highly customizable: drag and drop items, rename columns, or create folders to group similar boards.

Now, add your contacts. You can do this by clicking “Add Item” to add people manually, importing a spreadsheet if you already have a list, or using forms to gather leads directly from your website. Once your contacts are in, organize them into groups, such as by location or status, and use filters to easily find who you need. Customizing columns like status, priority, or due date helps you stay on top of tasks.

Next, visualize your sales pipeline by tracking deals through their stages in a simple, color-coded format. Invite your teammates, assign tasks, and monitor progress collaboratively. Don’t miss Monday CRM’s automations, which can send reminders or move deals forward, no coding needed. If things still feel overwhelming, explore the help center, which is packed with step-by-step guides and video tutorials designed for new users. With a bit of hands-on play, Monday CRM’s true power and friendliness will shine through.