Running a small or medium-sized business comes with unique challenges—limited resources, fast-changing markets, and the constant need to deliver exceptional customer experiences. In this webinar, we’ll show you how monday CRM can help SMEs optimize your customer engagement and sales process, enhance collaboration, and ultimately drive sustainable growth.
Whether you’re new to monday.com or use it for other workflows, this session will cover practical tips, real-world use cases, and hands-on demonstrations to illustrate how a centralized CRM can revolutionize your daily operations.
Date and time
📅 March 12th
⏱️ 15:00 - 16:00 CET
What You’ll Learn:
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Customizable Workflows
Easily tailor your sales pipeline, dashboards, and processes to match your business needs. Whether you're tracking leads, managing customer accounts, or streamlining deal handoffs, monday CRM adapts to your workflow—not the other way around.
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Time saving automations
Eliminate manual data entry and ensure no lead falls through the cracks. Automate follow-ups, deal stage updates, task assignments, and email tracking—all while integrating with your favorite tools like Outlook, Gmail, and LinkedIn.
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Seamless Collaboration
Unlike standalone CRMs, monday CRM runs on the same platform as monday Work Management, allowing your sales, marketing, and project teams to work in perfect sync. Effortlessly hand off closed deals to project teams, track customer onboarding, and ensure smooth post-sales collaboration.
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Actionable Insights
Gain real-time visibility into your entire sales funnel with customizable dashboards and reporting. Track conversion rates, sales forecasts, customer interactions, and team performance—all in one place, without needing third-party reporting tools.
Who Should Attend
- Business owners, sales/service/marketing managers at SMEs seeking to improve efficiency and collaboration.
- Anyone evaluating CRM solutions and looking for an intuitive, flexible system.
- Current monday.com users who want to explore other monday.com products.