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How to install monday sales CRM

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It's easy to purchase and install monday sales CRM. With just a few clicks, you'll be on your way to a more connected team and ease in managing opportunities. 🎉

 

 

About monday products

The first monday product you will see when you sign up is monday work management. By default, when you sign up for a trial on monday.com, you will be testing out this product. If you're specifically interested in monday sales CRM, you can add it in addition to monday work management using the instructions in this article.

To learn more about our product offerings, check out the Introduction to monday.com's products article.

If you'd like to learn more about monday sales CRM pricing, take a look at our monday products pricing and features article.

 

 

Step 1: Sign up for monday.com

If you don't have a monday.com account yet, you can sign up for a new account through our homepage. After you sign up, you'll be directed to the first board in your account. Once you're there, click on the switcher at the top left of your screen. The switcher is the icon made up of nine-dots in the form of a square. From there, click "Explore more products" to enter the Product store:

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Step 2: Choose your product

In the Product store, you can explore all of the monday.com products. There will likely be a product recommended for you in the store based on the answers you provided when signing up.

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If you want to learn more about a product's capabilities, you can click the "Explore product" button. You can test out the Pro version of monday sales CRM for two weeks by clicking the "Try for free" button. Clicking this button will install monday sales CRM on your account:

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If you're only interested in trialing monday sales CRM, you're all set! If you've already decided that monday sales CRM is the best choice for you and your team, read on. ⚡️

 

 

Step 3: Begin checkout

Prior to purchasing, make sure that you are located in monday sales CRM. You can see which product you're currently using by looking at the logo at the top left of your screen.

If you'd like to switch to another product, click on the switcher icon to the left of the logo:

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Next, to get to the purchase page within your account, click on your profile icon at the top right corner and click "Upgrade":

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Once you're on the purchase page, you'll see the plan options for monday sales CRM.

 

 

Step 4: Select your plan and seats

When it comes to the duration of your plan, you have the option to subscribe to a yearly or monthly plan. You can also choose the plant tier, and the number of seats that you need for your team. To learn more about pricing, check out the monday products pricing and features article and the monday sales CRM pricing page.

 

 

Step 5: Payment and confirmation

If you chose an Enterprise plan, you will click "Contact us" to begin a conversation. If you chose a Basic, Standard, or Pro plan, click "Continue" and you will be redirected to the final screen before submitting your payment. Review your plan summary on the right side of the screen. If everything is correct, add your payment details and click "Submit Purchase":

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That's it! You will receive confirmation via email. 🧾

 

 

How to uninstall a product

To learn how to uninstall monday sales CRM from your account, check out our How to remove a product article.

 

 

More resources

We're working hard to make sure you have the resources you need to get started off on the right foot with our products! Check out the articles below to learn more:

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.