MONDAY CRM SET UP GUIDE

Not another manic monday

Say goodbye to the Sunday blues, manual tasks and poor collaboration, with a CRM that does the hard work behind the scenes for you. Get our guide and start focusing on what really matters.

Cut your CRM chaos

Get our guide to help simplify your set up and sales processes. Work alongside your monday CRM calendar and you'll have a system that works for your business within a month.

SIMPLE CRM SET UP

What does our Monday CRM Guide cover?

It's a full monday CRM set up guide to get you on your journey towards sales success.

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Automations to do the hard work

We cover the key automations needed to help save precious time, so you can focus on what really matters.

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Ways to boost collaboration

With the right set up, you can easily get teams across your business working well together.

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Simple steps to success

Comprehensive functional set up to get the most out of the platform, your team and their contacts.

Hear from our clients

"It is great working with Stephen and his team"

"The SAAS Jedi has been working with Edge Growth for over 2 years now. Stephen has been instrumental in migration of our workflow processes to Monday.com. The SAAS Jedi has also built a system (with Monday.com, SQL and Power BI) for us to create a DB of our many SME's financial data and use this for analysis.

It is great working with Stephen and his team as they not only understand technology but they understand the business and economic reasons for why the technology should be in a certain manner."

- Laurie Mauroon | Edge Growth Ventures, Digital Lead

"Broad knowledge"

"Very professional, knows digital tools very well and has broad knowledge of their industry applications."

- Gideon Jacobs | Hungry Lion, Head of Productivity

"Accelerate that journey"

"[It] isn't as simple as one would like, so working with gurus like Stephen can accelerate that journey."

- Rapelang | Rekindle Learning, Founder

"Extremely helpful"

"TSJ team was extremely helpful in guiding implementation and onboarding our team."

- Pieter Swanepoel | Hungry Lion, Head of Development

"Very informative"

"Very Informative and easy to follow."

- Christiaan Visser | Hungry Lion, Head of Procurement

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