Overview

Monday.com is a highly flexible work OS that allows you to build a custom CRM system tailored to your business needs—without the limitations of rigid CRM software. Whether you manage sales pipelines, customer relationships, or support tickets, this guide will show you how to create a fully functional CRM using monday.com boards, views, automations, and integrations.

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🎯 Benefits of a CRM in monday.com

• Centralized customer data
• Customizable sales workflows
• Seamless communication between teams
• Real-time pipeline tracking
• Integrated dashboards and reports

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🛠️ Step-by-Step: Building a CRM in monday.com

1. Set Up Core CRM Boards

Here are 3 essential boards to get started:

Board	Purpose
Leads/Contacts	Manage prospect and customer details
Deals/Pipeline	Track sales opportunities by stage
Activities/Tasks	Log meetings, follow-ups, and next steps

You can also add:

• Support Requests Board
• Account Management Board
• Client Onboarding Board

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2. Design the Contacts/Leads Board

Use these columns:

• Name (Text)
• Email / Phone (Text or Email/Phone columns)
• Company Name
• Lead Source (Dropdown or Tags)
• Status (New, Qualified, Converted, etc.)
• Owner (People column)
• Date Created / Last Contacted (Date)
• Notes (Long Text or Updates Section)

📌 Group leads by source, geography, or lead stage.

3. Create a Deal Pipeline Board

Use groups to represent sales stages (e.g., New > Contacted > Proposal Sent > Closed Won/Lost).

Add columns:

• Deal Name
• Client/Contact (linked)
• Deal Value ($)
• Stage (Status column)
• Expected Close Date
• Priority
• Assigned Rep (People)
• Notes/Next Steps
• Time in Stage (formula)

📌 Use the Connect Boards + Mirror Columns to link deals to contact details.

4. Track Tasks and Activities

Create a board or use a board view to manage calls, emails, and meetings.

Columns to use:

• Task Name
• Related Contact or Deal (linked)
• Task Type (Call, Email, Meeting)
• Due Date
• Completed (Status)
• Owner (Person)
• Notes

Use Automations to create follow-up tasks when deals move stages.

📊 Dashboards for CRM Overview

Build a CRM Dashboard with widgets like:

Widget	Use
Chart	Deals by Stage, Source, or Rep
Numbers	Total Pipeline Value, Conversion Rates
Battery	Lead Follow-up Completion
Table	Upcoming Meetings or Stale Deals
Workload	See who’s overloaded or free

⚙️ Automations to Streamline CRM Workflows

Here are some CRM-specific automation ideas:

Trigger	Action
New deal created	Notify sales rep
Status = “Qualified”	Move lead to another group
Deal won	Update contact status to “Customer”
Activity due	Send Slack/Email reminder

🧩 CRM-Friendly Integrations

• Gmail/Outlook – Track emails or sync communications
• Calendly – Auto-create meetings as tasks
• PandaDoc/Docusign – Attach signed proposals to deals
• HubSpot or Salesforce – Sync existing CRM data
• Make.com or Zapier – Automate workflows with Stripe, QuickBooks, Intercom, etc.

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🧠 Best Practices for Using CRM in monday.com

Practice	Why It Matters
Use tags or dropdowns for lead segmentation	Easy filtering and campaigns
Set automations for follow-ups	Reduces missed opportunities
Link boards to avoid duplicate data	Centralizes customer information
Use dashboards for visibility	Management sees the big picture
Create templates for deals or contacts	Faster onboarding for new reps

🚀 Optional Enhancements

• Form Views to capture leads from your website directly into your CRM board
• Guest Access to allow clients to view limited info
• Time Tracking for tracking how much time is spent on sales tasks
• Email & Activities App to log communications directly in an item

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