Your CRM is the central nervous system of your MONDAi account. Every contact — every person who opts in, purchases, books a call, or has ever interacted with your business — has a record here. Understanding what is on a contact record and how to use it is the difference between a CRM that is a glorified address book and one that actively drives your business decisions.
The contact record in MONDAi draws on the same CRM data architecture that GoHighLevel uses across enterprise-level marketing operations — all of it accessible and actionable at the individual contact level.
What a Contact Record Holds
Contact Details: Name, email, phone, address.
Tags: Every tag applied to this contact, from every source.
Custom Fields: Intake form answers, program start dates, business names, goals — any data you have collected beyond standard fields.
Activity Log: A timestamped record of every interaction — emails sent and opened, links clicked, form submissions, purchases, calls, appointments, workflow enrollments.
Conversations: The full two-way conversation history — email replies, SMS threads.
Opportunities: Every active or closed sales pipeline opportunity linked to this contact.
Memberships: Which courses and communities this contact is enrolled in.
Payments: Every transaction processed for this contact.
Notes: Manual notes added by you or your team.
How to Use the CRM Effectively
Build the habit of opening a contact record before every sales call. The activity log tells you what they have engaged with, what they have purchased, and what they have responded to — context that makes every conversation more relevant.
Use tags as the language of your CRM. Consistent, descriptive tags let you filter, segment, and automate with precision.
Review your CRM weekly. Flag contacts who need follow-up. Update pipeline stages. Add notes from recent calls while they are fresh.
Common Mistakes
- Never opening individual contact records — treating the CRM as a list, not a tool.
- Not adding notes after calls — the context disappears and every subsequent interaction starts from scratch.
- Using the CRM as a passive record-keeper instead of an active sales tool.
- Ignoring the activity log when a contact's behavior seems inconsistent — the log tells the story.
Next Steps
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