✅ Claim your FREE Monday account here (or the 14-day free trial of a premium plan) ➜ https://mondaycom.grsm.io/stewartgauld3125 *(I'm an affiliate with Monday, meaning we will get a commission if you buy through them at no extra cost to you. This helps support our channel so I thank you in advance!) In this Monday tutorial, I share how you can get started with project management as well as CRM activities through Monday’s all-in-one productivity platform. Monday is now a leading all-in-one project management and CRM software due to Monday’s simplicity and visually pleasing user interface. This powerful platform now offers a generous free plan for up to 2 seats, allowing freelancers and small businesses the opportunity to get started with project management and CRM activities for free. If you're interested in reading our full article on how to get started with Monday, you can do so here: https://stewartgauld.com/how-to-use-monday-com-2021/ ► Here is the Monday CRM tutorial for beginners we mentioned in this video: https://www.youtube.com/watch?v=8ZFrjcl668Y ► Watch my updated Monday tutorial from 2024 here: https://www.youtube.com/watch?v=7i-PSMUCoPI ► Watch how you can use Monday for product management in 2024: https://www.youtube.com/watch?v=09Khr_55iDk ► Today we cover the following chapters in this Monday tutorial: 0:00 Intro 01:20 Getting started 01:54 Pricing 03:34 Monday Dashboard 03:56 Workspaces 04:50 Create folders 05:51 Create a board 07:44 Create groups 09:00 Add items (tasks) 09:44 Columns 11:59 Add sub-items 12:23 Project views 13:10 Automate 14:44 CRM Capabilities 18:17 Outro ► Are you interested in joining our small business community? Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauld Let me know if you found this Monday tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today. Thanks for watching and enjoy! #monday #crm #projectmanagement