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Monday.com Sales CRM Review 2024 - Should You Use This For Your Business?

Get started with Monday.com's sales CRM here: https://startupwise.com/mondaycrm/ In this video, I go over Monday.com's Sales CRM, a powerful and customizable platform designed to streamline your sales process. Whether you're a small team or a large enterprise, Monday.com offers features to fit your needs. I guide you through the pricing plans and features, showing you how to add leads, create forms, customize columns, track deals, manage contacts, and visualize your sales data. Our favorite business must-haves: 💳 Best business credit cards: https://go.milevalue.com/business-cre... 🏦 Novo (best business bank): https://startupwise.com/novo 🖥️ Best AI website builder ($3/month using code STARTUPWISE): https://startupwise.com/hostinger/ ⚙️ Northwest (best $39 LLC formation service): https://startupwise.com/northwestLLC 💰 Payroll with Gusto (get 2 months free!): https://startupwise.com/gusto 👨💼 Best overseas staffing agency (save 80% on payroll): https://paired.so/startupwise Be sure to watch this video all the way through to see how Monday.com CRM can improve how your team handles sales. Monday.com is more than just a CRM, it's a comprehensive platform that supports your sales from lead capture to deal closure with a focus on efficiency and ease of use. To see how Monday's CRM can help your business, check out the link above for a free trial. With Monday.com, you can improve your sales pipeline, track deals, and collaborate with your team more effectively. If you found this video helpful, check out our other videos on other business platform reviews to help your business grow: Review Playlist:    • The Ultimate SamCart Review - Watch T...   Monday.com Review - Best Business Project Management Tool?:    • Monday.com Review - Best Business Pro...   Request New Videos Here: https://forms.gle/k9TtfauggkEpAWNQA   More tutorials on our website:  https://www.startupwise.com Thanks for watching! I hope you have a wonderful day!   -Eric #Monday.com #CRM #Sales Timeline: 0:00 - Intro 0:32 - Pricing Plans 1:12 - Feature List 2:13 - Getting Started With Monday.com Sales CRM 3:08 - Workspace 4:01 - Leads 5:32 - Creating Your Leads Form 7:03 - Capturing Leads Into Your Database 9:05 - Creating A Leads Automation 10:37 - Deals 12: 47 - Creating A Deals Automation 13:46 - Contacts 14:36 - Accounts 14: 51 - Activities 16:02 - Adding Activities Through Contacts 17:00 - Sales Dashboard 17:40 - Conclusion 18:25 - Outro Disclaimer: Some of the links above may be affiliate links, meaning I may receive a small commission if you click on them. The commission is paid by the retailers at no cost to you, and this helps to support our channel and keep our videos free. Thank you! All info from our videos is compiled from online sources and our own experience, and we encourage you to do your due diligence. We appreciate your viewership!   In addition, we are not financial advisors. StartupWise does not provide tax, legal, or accounting advice. The ideas presented in this video are for entertainment purposes only. Please do your due diligence before making any financial decisions.