monday CRM Onboarding UI: 4 real screens

monday CRM Onboarding

CRM

This is the onboarding design from monday CRM, a crm application. monday CRM monday CRM is an AI-first customer relationship platform for running leads, contacts, accounts, deals and activities on a monday work OS board. Its UI covers a signed-in CRM home with meetings, a lead sourcer agent and recently visited boards, a Contacts board, an Accounts board for companies such as Google, Apple and Amazon, a Deals main table and a Pipeline kanban with New, Discovery, Proposal, Negotiation and Won stages, a deal item panel with a stage tracker, activity timeline and Sidekick summary, an Activities board, a Sales Dashboard with annual and monthly targets, deal-status and revenue charts, board automations with a manage list and a create-from-template center, a global search, an Integrate menu, a Product store for installing monday CRM alongside other work OS products, and onboarding steps for company size, main focus, inviting the team and tools already in use. Administration covers account profile, user management, a Pro-plan trial billing overview and an in-app plans modal, plus a personal profile. Public pages include the AI revenue execution, live in minutes homepage and pricing for Basic, Standard, Pro and Ultimate plans. Onboarding flow designs from top SaaS apps. Welcome screens, setup wizards, and first-run experiences. We have 4 onboarding screenshots from monday CRM showing different states and variations of this pattern.