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CRM builder certification overview

Learn everything you need to know to implement monday sales CRM for your clients.

Register now
60 days to complete
Valid for 1 year
For implementors

Specialize your expertise in monday sales CRM


Connect every aspect of the sales cycle and customer data for peak collaboration


Set up workflows and dashboards to help close deals faster


Customize the monday sales CRM product for any organization’s needs

The syllabus

Complete all lessons and the final exam to earn your sales CRM builder certification:

Learn the ins and outs of Work OS so you can advise users on any element of the platform, from basic boards to the monday apps marketplace.

Estimated time to complete: 6 hours

  • Introduction to
  • Building blocks
  • Communication and notifications
  • Navigation
  • monday wordocs
  • Building workflows
  • Board level quiz
  • Board views
  • Dashboards
  • Dashboard, forms, and charts quiz
  • Admin controls
  • Admin level quiz
  • Advanced column choices
  • Automations and dependencies
  • Integrations
  • monday apps marketplace
  • Automations, dependencies, and integrations quiz
  • Popular use cases
  • product certification final quiz

Estimated time to complete: 3 hours

  • Intro to monday sales CRM (Builders)
  • Intro to product workflow: monday sales CRM product training
  • Pipeline Management: monday sales CRM product training
  • Post sales processes: monday sales CRM product training
  • Sales operations: monday sales CRM product training
  • Dashboards & reporting: monday sales CRM product training
  • monday sales CRM official certification final quiz

Steps to add CRM
power badge

Sign up

Enter your details and receive access to the course by email

Complete lessons

Go through the self-paced, extensive lessons and quizzes online

Pass tests

Test your knowledge to earn your builder certificate

Receive your certificate

Showcase your expertise on your company and professional profiles

Get started with your certification

Register now


Our sales CRM builder certification is specifically designed for freelancers and business owners who are looking to implement monday sales CRM for their clients.
There are three types of certifications you can earn: the core builder certification, the AI builder certification, and the sales CRM certification.
No prior experience is required for the sales CRM certification. If you have already completed the product badge, you won’t have to complete it again as part of the CRM course.
Once you purchase the course, you will receive a link to the lessons by email. You’ll be able to access the lessons, quizzes, and exams for 60 days.
Each certificate comprises multiple badges covering different areas of expertise. Please note that in order to receive certification, you must complete all badges and pass the final exam.
No, if you’ve already completed the product badge, you won’t need to complete it again to earn future certifications.
The builder certification lessons are online and self-paced, including both text and interactive videos. The quizzes throughout the course and the final exam will be multiple-choice.
No, you’ll need to complete the entire certification course and pass the final exam to receive a builder certificate.
To become a certified builder, you must receive a grade of 90% or higher on the final exam.
Your certification will be valid for 12 months. After that, you can renew your certification for another year. Please note that you’ll need to retake the exam at a discounted cost. is constantly evolving, and we want to make sure you’re an expert on the platform. After 12 months, you’ll have the opportunity to keep your knowledge sharp and up-to-date.
You can retake the final exam as many times as you need within the allotted 60 days, and the questions will change each time. If you don’t pass the exam within the allotted 60 days, you will need to purchase the course again and retake the lessons. You may request an extension beyond 60 days, but these extensions will only be granted on a rare, case-by-case basis.
No, at this point the certification prices are fixed for both experienced and new builders.
Unfortunately at the moment, once you start the course we do not have an option for refunds.
We are happy to connect you to nonprofits who you can volunteer with and build your experience. Otherwise, at the moment we cannot guarantee help finding clients.
Those who pass the final exam receive an official monday sales CRM builder certificate which they can display on their professional profiles.
Once you earn your certificate, you’re all set to serve as a freelance implementor for your clients. Certified builders can get matched with NGOs in need to gain implementation experience.
This course is extremely comprehensive, bringing together exclusive implementation training and the most up-to-date information about the platform. It’ll ensure that you’ll be ready to be an expert representative of
This course is intended for implementers. Official partners go through more extensive training tailored to their needs.
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Any more questions?

Contact us here anytime.