Monday CRM - The Masterclass

Unlock the Full Potential of Monday CRM for Your Business.

Are you new to Monday CRM, or looking to integrate it seamlessly into your business?

This Masterclass is designed for you.

In this comprehensive Monday CRM Masterclass, you’ll start from the basics and advance to expert-level skills, all through a hands-on, project-based approach. Whether you're a team member, business owner, or administrator, this course will equip you with the knowledge to set up, customize, and fully leverage Monday CRM for managing your sales pipeline, client relationships, and team collaboration.

Unlock the Full Potential of Monday CRM for Your Business.

Are you new to Monday CRM, or looking to integrate it seamlessly into your business?

This Masterclass is designed for you.

What You’ll Gain from This Course:

Confidently navigate Monday CRM and make the most of its features.
Master board creation and customization, tailoring your CRM to your business needs.
Seamlessly integrate third-party tools to enhance CRM functionality.
Automate workflows, reducing manual tasks and increasing efficiency.
Manage user roles, permissions, and access for better security and collaboration.
Effortlessly generate professional documents and client communications with automation.
Survey clients and track feedback with Monday CRM's intuitive tools.

By the end of this course, you’ll be fully prepared to streamline your CRM processes, improve team productivity, and deliver a better client experience—all within Monday CRM.

MasterClass vs. Crash-Course: Which One Fits Your Needs?

Both my MasterClass and Crash-Course provide a solid foundation in Monday CRM, but if you’re looking for a more in-depth understanding, the MasterClass offers additional insights and advanced techniques to help you fully master the system.

Here’s how the two courses differ:

Comprehensive Column and View Types: In the MasterClass, you'll explore a broader range of column types and view configurations, giving you deeper control over your CRM customization.
Excel Import/Export: If you plan to work with data beyond Monday CRM, the MasterClass walks you through detailed steps for importing and exporting boards and items using Excel—ideal for those handling large datasets.
Advanced Automation: The MasterClass includes extended examples in automations, providing more complex, real-world scenarios to streamline your workflow.
Deeper Integrations: You'll learn to integrate third-party tools on a deeper level, with exclusive content on automatic document generation and population, reserved solely for the MasterClass.

Which Course is Right for You?

If you're looking for a quick, practical overview of Monday CRM, the Crash-Course is perfect to get you up and running.
But if you're ready to take a deep dive into more advanced features, need more comprehensive automation and integration examples, or plan to manage more complex projects, the MasterClass is the right choice.

Whether you choose the MasterClass or the Crash-Course, you'll gain the tools and skills to master Monday CRM. The choice depends on how deep you want to go.

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What's inside

Learning objectives

Add a free trial of monday crm to your work management package.
Master monday boards & columns to effectively store client data and communicate with clients.
Use automations to increase workflow efficiency.
Use third-party integrations to customize your monday system.
Instantly generate auto-populated documents such as quotes and contracts.

Effectively and proffessionally communicate with prospective clients by using workforms to survey and interact with clients.
Visualize and analyze important information using charts.
Create intuitive sales pipeline/funnel views and workflows.
Manage user access and permissions
Perform simple and advanced calculations in monday crm (including adding excel documents to your boards)

Add a free trial of monday crm to your work management package.
Master monday boards & columns to effectively store client data and communicate with clients.
Use automations to increase workflow efficiency.
Use third-party integrations to customize your monday system.
Instantly generate auto-populated documents such as quotes and contracts.
Effectively and proffessionally communicate with prospective clients by using workforms to survey and interact with clients.
Visualize and analyze important information using charts.
Create intuitive sales pipeline/funnel views and workflows.
Manage user access and permissions
Perform simple and advanced calculations in monday crm (including adding excel documents to your boards)

Syllabus

Add Monday CRM to your Monday Package

Signup for Monday

General Navigation

Complete your Profile

Setup and Theme

Administration

Navigate and use Monday CRM Workspaces to logically segregate your system

Workspaces

Create and use Monday CRM Boards to store, visualize and modify CRM data

Creating Boards

Board Groups

Board Items

Sub-Items

Board Privacy/Types

Use Monday's Columns to create the custom data types and workflows that you require.

Navigation and Basic Column Types

Label, Text, Phone and Email Columns

Address and File Storage Columns

Deal Number and Deal Status Columns

Linking and Mirroring Board Data

The Dropdown Column

Dates and Durations

The Formula Column

The Long Text Column

Rich Text Column (Monday Docs)

Button & Numbers Columns

Adding Some Extra Files Columns

Develop your own CRM Board, completely from scratch, to suit your needs

Develop a CRM Board

Professionally survey clients with custom built Workforms. Effectively visualize data and workflows using views.

Customer Surveying with Workforms

The Sales Pipeline (Kanban) View

The Chart View

The Calendar View

The File Gallery View

The Map View

Monitor platform activity and changes, correct mistakes, export and import data to/from Monday CRM.

Using the Trash and Archive

Using the Activity Log

Intro to Excel Imports & Exports in Monday

Exporting Data to Excel

Importing Items from Excel

Creating a Board Using Excel

Use Monday CRM automations to increase productivity and efficacy.

Status based Automations

Button Press Automations

Notification Automations

Integrate with third-party tools and applications to unlock virtually limitless functionality.

Automatically Generate A Unique Serial Number for Deals or Documents (Auto ID)

Integrate an Excel Sheet Directly into your Board View (Smart Spreadsheets)

Auto Generate and Auto Populate Documents and Contracts (Docugen)

Add additional items to your workspace besides just Boards.

Documents

Dashboards

Folders

Effectively and efficiently navigate Monday and manipulate CRM data.

The "My Work" View

Filtering & Sorting

Searching & Grouping

Hiding & Pinning Columns

Conditional Coloring (Conditional Formatting)

Default Item Values

Bulk Editing Data

Keyboard Shortcuts

Control who has access to various sections and features in Monday CRM and which users can view and edit specific boards and columns.

Intro to Privacy, Access and Permissions

Creating Teams

Administration and User Permissions

Restricting Column Editing and Viewing

Board Access and Permissions

A Summary of Privacy and Access

Use Monday CRM Views, Integrations and Automations to further customize Monday CRM to your requirements.

Project 2 - Views, Integrations, Automation and more

Conclusion

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Monday CRM - The Masterclass with these activities:

Review CRM Fundamentals

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Refresh your understanding of core CRM concepts to better grasp Monday CRM's implementation and customization options.

Browse courses on CRM

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Review the definition of CRM and its core functions.
Identify the key benefits of using a CRM system.
Research different types of CRM systems and their applications.

Read 'CRM for Dummies'

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Gain a foundational understanding of CRM principles to better contextualize the features and functionalities of Monday CRM.

View Alter Ego on Amazon

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Read the book, focusing on chapters related to CRM fundamentals.
Take notes on key concepts and definitions.
Relate the concepts to the features available in Monday CRM.

Map Your Current Sales Process

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Analyze your existing sales process to identify areas where Monday CRM can streamline workflows and improve efficiency.

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Document your current sales process from lead generation to closing.
Identify pain points and inefficiencies in the process.
Determine how Monday CRM features can address these issues.
Outline a plan to implement Monday CRM to optimize the sales process.

Four other activities

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Design a Custom CRM Board

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Apply your knowledge of Monday CRM to create a board tailored to your specific business needs, focusing on data storage and workflow management.

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Define the purpose and scope of the CRM board.
Select appropriate columns to capture relevant data.
Configure views to visualize data effectively.
Set up automations to streamline workflows.

Explore Monday CRM Integrations

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Learn how to connect Monday CRM with other tools to enhance its functionality and automate tasks.

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Identify third-party tools that integrate with Monday CRM.
Follow tutorials to set up integrations with tools like Gmail or Slack.
Test the integrations to ensure they are working correctly.

Document Your Monday CRM Setup

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Create documentation to help onboard new users and maintain your Monday CRM system effectively.

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Document the purpose and structure of each board.
Explain the function of each column and view.
Describe the automations and integrations in place.
Create a user guide for new team members.

Share and Review CRM Boards

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Collaborate with peers to get feedback on your Monday CRM setup and learn from their experiences.

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Connect with other Monday CRM users.
Share your CRM board and explain its functionality.
Solicit feedback on areas for improvement.
Review other users' boards and provide constructive criticism.

Career center

Learners who complete Monday CRM - The Masterclass will develop knowledge and skills that may be useful to these careers:

Reading list

We've selected one books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Monday CRM - The Masterclass.

Alter Ego

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Provides a broad overview of CRM principles and practices, making it a useful primer for understanding the context of Monday CRM. It covers essential CRM concepts, implementation strategies, and best practices. While not specific to Monday CRM, it offers valuable background knowledge for beginners. It is particularly helpful for those new to CRM, providing a foundation upon which to build their Monday CRM skills.

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