Build a CRM with us in monday.com

Build a CRM with us in monday.com

Share This Post

Part one

As this Is part one in our free webinar series, this episode will be about the beginning of the process and the basics when building your CRM system in monday.com. Follow us through the hole process and tell us what you want to see in part two of building a CRM.

What do you need in your CRM system?

  • Automated workflow with less hands-on. This means fewer mistakes. 
  • Capture and convert more leads. 
  • Boost your efficiency. 
  • Manage your sales activities.
  • Collect and analyze statistics.
  • Watch your progress in real-time.
  • Visualize and customize your board and your workflow. 
  • Integration with other apps.

– Of course you want to join the webinar. Register today!

Read our related articles

More To Explore

Omnitas Time Reporting Solution - Update
Past recordings

Omnitas Time Reporting Solution– update 2022

Our Omnitas Time Reporting Solution has been a great success in monday.com’s platform. Now we have made it even better and want to show you all the new features and great ways it has been used in the past. We see OmnitasTRS is a feature a lot of people wanted in their work OS.

Emails and Activities app webinar
Past recordings

Emails and Activities app

monday.com’s Emails & Activities app allows your team to manage hundreds of client or customer relationships within your monday.com account. With this app, you can send and receive emails, create your own email templates, capture meeting notes, events, and more. All in one visually optimized timeline using the monday.com interface.

powered by Advanced iFrame. Get the Pro version on CodeCanyon.