Inicio rápido
Esta guía cubre todas las funciones de CRM de Monday:
- Empezando — Create your account and enable the CRM workspace
- Cómo utilizar la gestión de contactos — Keep every contact, client, and company record in the same place
- Cómo utilizar el embudo de ventas — Track every deal through each stage of your sales process
- Cómo usar las automatizaciones — Automate repetitive follow-ups so nothing falls through the cracks
- Cómo utilizar la gestión del trabajo de los lunes — Turn closed deals into live project boards without retyping data
- How to Use Dashboard customization — Build a sales dashboard that shows the numbers you care about
- How to Use Resource management — Balance workload across your team before anyone burns out
- Cómo usar el tablero Kanban — See deals and tasks as cards you can move in seconds
- Cómo usar un diagrama de Gantt — Map project timelines and spot delays before clients notice
- Cómo usar el Centro de integraciones — Connect the tools your business already runs on
- Cómo utilizar la automatización inteligente del flujo de trabajo — Let AI watch your projects and flag risk early
- How to Use Monday MCP — Let AI assistants read and update your boards directly
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
I have run my own client work inside monday sales CRM for two years.
Every step below comes from real hands-on use, not vendor marketing.
Lunes CRM is a customer relationship management platform built on flexible boards.
Managing relationships here goes far beyond the deals board most teams stop at.
This tutorial shows you how to use Monday CRM feature by feature.
Step by step, with screenshots and the shortcuts I actually rely on.
Tutorial de CRM del lunes
This How to Use Monday CRM tutorial walks through every feature, from your first account to advanced automatización.
CRM del lunes
Run your whole sales process in one place. Monday CRM keeps contacts, deals, and client projects on boards your team can customize in minutes. Start free — no credit card needed.
Primeros pasos con Monday CRM
Antes de utilizar cualquier función, complete esta configuración inicial.
Tarda unos tres minutos.
Paso 1: Crea tu cuenta
Go to the Monday website and simply click Get Started.
Enter your work email and pick a password.
Name your organization and invite your sales team.
✓ Control: Comprueba tu bandeja de entrada para el correo electrónico de confirmación.
Paso 2: Habilitar el espacio de trabajo de CRM
Open the product menu and add monday sales CRM to your account.
Monday CRM runs in the browser, and mobile apps exist for iOS y Android.
Así es como se ve:
✓ Control: You should see the CRM workspace in your sidebar.
Paso 3: Completar la configuración inicial
Pick one of the default board templates that matches your sales process.
Then add your first contacts through a form or by typing them in manually.
✅ Hecho: Estás listo para usar cualquiera de las funciones a continuación.
Cómo usar Monday CRM para la gestión de contactos
Gestión de contactos stores every lead and contact record on one shared board.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abra el Tablero de Contactos
Simply click CRM in the left sidebar, then open the Contacts board.
This board holds all your clients, customers, and companies.
Step 2: Add Contact Details
Click the plus icon and type the person’s name.
Fill the email, phone, and company columns with real details.
Así es como se ve:
✓ Control: Your new contact appears with a linked company record.
Step 3: Sync Your Email
Connect Gmail or Outlook for two-way email sync.
Send personalized emails and mass emails with open tracking built in.
✅ Resultado: Every customer conversation now lives beside the contact record.
💡 Consejo profesional: Embed a web form on your site so contacts get created automatically.
Cómo utilizar el embudo de ventas de Monday CRM
Canal de ventas shows every open deal and its current stage on one board.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abra el tablero de ofertas.
The deals board manages your sales pipeline from first call to signed contract.
Each group represents one stage of the sales process.
Step 2: Rename Your Stages
Edit the group names to match how your sales team actually sells.
Add a deal value column so revenue totals calculate themselves.
Así es como se ve:
✓ Control: Each group shows a live deal count and total value.
Step 3: Drag Deals Forward
Drag any deal card into the next group as it progresses.
The drag-and-drop interface makes pipeline updates super simple.
✅ Resultado: You can see your whole pipeline health in one screen.
💡 Consejo profesional: Add a rotting indicator column to flag stale deals fast.
Cómo usar las automatizaciones de Monday CRM
Automatizaciones streamline the repetitive tasks that eat your selling time.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open the Automations Center
Hacer clic Automatizar in the top right corner of any board.
Browse the recipe library or start from a blank recipe.
Paso 2: Elige un desencadenante
For example, choose when status changes to Won.
Triggers can also fire on date arrival or column change.
Así es como se ve:
✓ Control: The new recipe shows as active in your automations list.
Step 3: Choose the Action
Set the action to notify a person or create an item.
You can run automation between different boards and groups too.
✅ Resultado: Routine follow-ups run themselves, which lifts team productivity fast.
💡 Consejo profesional: Start with three recipes only, then add more once you trust the outcome.
How to Use Monday CRM Work Managemer
Gestión del trabajo del lunes connects your CRM records to real project management work.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Convert a Won Deal
Open a closed deal and choose convert to project.
Monday CRM creates a project board linked to that client data.
Step 2: Assign Different Tasks
Use the People column to assign ownership of specific tasks.
Break delivery into small tasks with clear due dates.
Así es como se ve:
✓ Control: The project board shows the client name pulled from the deal.
Paso 3: Seguimiento del progreso
Watch the progress column update as each task closes.
Sales and delivery teams now work from the same place.
✅ Resultado: Client data and project deliverables stay connected after the sale.
💡 Consejo profesional: Create a centralized hub board to track the health of all client projects.
How to Use Monday CRM Dashboard customizer
Dashboard customization turns raw board data into dashboards your managers actually read.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Crear un nuevo panel de control
Click the plus button in the sidebar and choose Panel.
Connect the deals board and any other board you track.
Step 2: Add Your First Widget
Pick a widget such as numbers, battery, or pie chart.
Each widget reads live data, so nothing needs manual updates.
Así es como se ve:
✓ Control: Your dashboard shows live totals from the deals board.
Paso 3: Personalizar el diseño
Drag widgets around until the key KPIs sit at the top.
Use the numbers widget to optimize weekly sales performance reviews.
✅ Resultado: You get a full overview of sales performance without building reports.
💡 Consejo profesional: Share a read-only dashboard link with leadership instead of emailing screenshots.
How to Use Monday CRM Resource Manager
Resource management shows who is overloaded and who has room for more work.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abra la vista de carga de trabajo.
Add the workload view to any board with assigned owners.
It shows capacity per person across the week.
Step 2: Rebalance the Work
Drag tasks from an overloaded person to a teammate with capacity.
Set weekly capacity in hours for accurate numbers.
Así es como se ve:
✓ Control: Overloaded team members appear in red on the capacity bar.
Step 3: Set Roles and Permissions
Give new team members viewer or member roles as needed.
Roles control access to sensitive data while keeping work transparent.
✅ Resultado: Work is spread evenly and nobody quietly drowns in tasks.
💡 Consejo profesional: Review workload every Monday morning before assigning any new client project.
Cómo usar el tablero Kanban de Monday CRM
Tablero Kanban displays your board as movable cards instead of rows.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Add the Kanban View
Click the plus sign beside your board views.
Monday offers over 27 view types, so scroll to Kanban.
Step 2: Group by Status
Choose status as the grouping column for your cards.
Each column now reflects one stage of work.
Así es como se ve:
✓ Control: Your items appear as cards grouped under status columns.
Step 3: Move the Cards
Drag any card between columns to update its status instantáneamente.
Cards marked Stuck stand out in orange right away.
✅ Resultado: Daily standups get faster because the board reads at a glance.
💡 Consejo profesional: Filter the Kanban view by owner so reps see only their deals.
Cómo usar el diagrama de Gantt de Monday CRM
Diagrama de Gantt lays your project timeline out on a scrollable calendar.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Agregar una columna de línea de tiempo
Gantt needs start and end dates for every task.
Add the timeline column and fill both dates.
Step 2: Switch to Chart View
Open the chart view and select Gantt from the list.
Bars now show duration for each task.
Así es como se ve:
✓ Control: Dependency arrows link your tasks across the timeline.
Step 3: Link Dependencies
Connect tasks that cannot start until another finishes.
Shifting one bar moves every dependent task with it.
✅ Resultado: Delivery dates stay realistic because delays surface immediately.
💡 Consejo profesional: Add milestone diamonds for client sign-off dates to keep deadlines visible.
Cómo usar el Centro de integraciones de Monday CRM
Centro de integraciones links Monday CRM to the other platforms your team uses daily.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open the Integrations Center
Hacer clic Integrar in the board header.
Search the app you want by name.
Step 2: Pick a Recipe
Choose a recipe such as sending a Slack message on status change.
Contabilidad tools can push invoices straight into a board.
Así es como se ve:
✓ Control: The integration icon shows on your board header.
Step 3: Authorize the Connection
Log in to the connected tool and approve access.
Test the recipe once with a dummy item.
✅ Resultado: Data flows between platforms without copy and paste.
💡 Consejo profesional: Connect your calendar so booked demos create deal items automatically.
Cómo usar la automatización inteligente del flujo de trabajo de Monday CRM
Automatización inteligente del flujo de trabajo uses AI to read project patterns and warn you temprano.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Turn On Risk Monitoring
Open the AI panel from your board menu.
Enable risk monitoring for the boards that matter most.
Step 2: Set Your Thresholds
Tell it which overdue window counts as a real problem.
Choose who receives the alert.
Así es como se ve:
✓ Control: Flagged items appear with a risk label on the board.
Step 3: Act on the Flags
Review flagged items during your weekly check-in.
Reassign or reschedule anything marked as high risk.
✅ Resultado: Problems surface days earlier than manual reviews would catch them.
💡 Consejo profesional: Pair risk flags with an automation that notifies the account owner instantly.
How to Use Monday CRM MCP
Lunes MCP opens your boards to Asistentes de IA through a secure connection.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Enable the MCP Server
Open the developer area in your account settings.
Generate an API token for the connection.
Step 2: Connect Your AI Tool
Paste the token into your AI assistant’s connector settings.
Limit the token scope to the boards you want exposed.
Así es como se ve:
✓ Control: Su asistente lists your real board names back to you.
Step 3: Ask for Board Actions
Ask your assistant to create items or summarize a board.
It reads live data instead of guessing.
✅ Resultado: Routine board updates happen through plain conversation.
💡 Consejo profesional: Keep MCP tokens scoped to one workspace so sensitive deals stay private.
Consejos y atajos profesionales de CRM para el lunes
After two years on this platform, these are the tips I hand new team members.
Atajos de teclado
| Acción | Atajo |
|---|---|
| Quick search across boards | Ctrl + K |
| Show the full shortcut list | Mayús + ? |
| Move between board cells | teclas de flecha |
| Undo your last change | Ctrl + Z |
Características ocultas que la mayoría de la gente pasa por alto
- Acciones por lotes: Select several items at once to move, duplicate, or archive them together.
- Plantillas de tablero: Save any finished board as a template so new projects start structured.
- Plantillas de correo electrónico: Save personalized emails once and reuse them across every deal.
- Stuck status alerts: Pair the Stuck label with an automation that pings the owner.
Errores comunes de CRM que debes evitar este lunes
Mistake #1: Treating boards like a spreadsheet
❌ Incorrecto: Typing every update by hand and never touching automation.
✅ Derecha: Automate status changes and reminders so the board updates itself.
Mistake #2: Creating a new board for everything
❌ Incorrecto: Making a separate board for each client, then losing track of all of them.
✅ Derecha: Use groups inside one board to organize clients and keep reporting simple.
Mistake #3: Skipping roles and permissions
❌ Incorrecto: Giving every new member full admin access on day one.
✅ Derecha: Set viewer or member roles first, then widen access as trust builds.
Solución de problemas de CRM del lunes
Problem: Boards will not load
Causa: An old browser blocks the scripts you need to view this site properly.
Arreglar: Update your browser, clear the cache, then reload the board.
Problem: A seguridad page blocks you
Causa: The performance security layer sometimes challenges shared office IP addresses.
Arreglar: Copy the Ray ID from that page and send it to support.
Problem: An automation never fires
Causa: The trigger column was renamed, or your monthly action limit ran out.
Arreglar: Reopen the recipe, reselect the column, and check your usage counter.
📌 Nota: You need a supported browser to view boards correctly on any device.
📌 Nota: If none of these fix your issue, contact Monday support.
¿Qué es Monday CRM?
CRM del lunes is customer relationship management software built on customizable boards.
It manages the customer journey and sales pipeline in one place.
Think of it like a spreadsheet that can think, talk, and chase people for you.
Mira este breve resumen:
Incluye estas características clave:
- Gestión de contactos: Store contacts, companies, and conversations on one board
- Canal de ventas: Move deals through stages with drag-and-drop columns
- Automatizaciones: Trigger emails, tasks, and notifications without manual work
- Gestión del trabajo del lunes: Connect sales records to delivery projects and tasks
- Dashboard customization: Pull live KPIs from any board into visual widgets
- Resource management: See team capacity and control who accesses sensitive data
- Tablero Kanban: Visual card view for fast pipeline and task updates
- Diagrama de Gantt: Timeline view with dependencies and milestone tracking
- Centro de Integraciones: Link email, Slack, invoices, and 200+ other apps
- Automatización inteligente del flujo de trabajo: AI risk monitoring that spots problems before they hit
- Monday MCP: Conectar Asistentes de IA to your boards through MCP
Para una revisión completa, consulte nuestra Revisión del CRM del lunes.
Precios de CRM del lunes
Esto es lo que costará Monday CRM en 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Básico | $9/usuario/mes | Small teams tracking contacts and simple deals |
| Estándar | $12 por usuario al mes | Equipos de ventas en crecimiento que necesitan automatización |
| Pro | 19 dólares/usuario/mes | Companies running forecasting and full dashboards |
Prueba gratuita: Sí, 14 días sin necesidad de tarjeta de crédito.
Garantía de devolución de dinero: Yes, 30 days on annual plans.
💰 Mejor relación calidad-precio: Standard — it unlocks automation, which is where the real time savings start.
CRM del lunes frente a alternativas
So how does Monday CRM compare against the other big CRM tools?
Mira esta comparación:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| CRM del lunes | Visual boards and project handoff | $9/mes | ⭐ 4.2 |
| HubSpot | Inbound marketing and free tier | $20/mes | ⭐ 4.5 |
| Pipedrive | Pure pipeline selling | $14/mes | ⭐ 4.5 |
| Haga clic hacia arriba | Tasks and docs in one tool | $7/mes | ⭐ 4.6 |
| Fuerza de ventas | Large enterprise reporting | $25/mes | ⭐ 4.4 |
| Zoho CRM | Budget-conscious pequeña empresa | $14/mes | ⭐ 4.3 |
Selecciones rápidas:
- Mejor en general: HubSpot — deepest feature set if budget allows
- Mejor presupuesto: ClickUp — cheapest seat price for mixed work
- Ideal para principiantes: Monday CRM — boards feel familiar from day one
- Best for pipeline focus: Pipedrive — built purely around moving deals
🎯 Alternativas de CRM para el lunes
¿Buscas alternativas a Monday CRM? Aquí tienes las mejores opciones:
- 🚀 HubSpot: Generous free tier with marketing, sales, and service tools under one login.
- 🎯 Pipedrive: A focused pipeline tool that keeps reps on the next action, nothing else.
- 💰 Haga clic hacia arriba: Cheap seats and strong project management if you want tasks and deals together.
- 🏢 Fuerza de ventas: Enterprise reporting and deep customization, though setup needs an admin.
- ⭐ Zoho CRM: Low-cost CRM with solid automation for pequeña empresa teams watching spend.
Para ver la lista completa, consulte nuestra Alternativas de CRM de Monday guía.
⚔️ Comparación de CRM del lunes
Así es como Monday CRM se compara con cada competidor:
- CRM del lunes frente a HubSpot: HubSpot wins on marketing depth, Monday wins on board structure and project handoff.
- CRM del lunes frente a Pipedrive: Pipedrive is faster for pure selling, Monday handles work after the deal closes.
- CRM del lunes frente a ClickUp: ClickUp costs less per seat, Monday feels cleaner for sales teams.
- CRM del lunes frente a Salesforce: Salesforce reports deeper, Monday gets a team live in an afternoon.
- CRM del lunes frente a Zoho CRM: Zoho is cheaper, Monday is easier to navigate and customize without training.
Empiece a usar Monday CRM ahora
Aprendiste a usar todas las funciones principales de Monday CRM:
- ✅ Gestión de contactos
- ✅ Embudo de ventas
- ✅ Automatizaciones
- ✅ Gestión del trabajo del lunes
- ✅ Dashboard customization
- ✅ Resource management
- ✅ Tablero Kanban
- ✅ Diagrama de Gantt
- ✅ Centro de integraciones
- ✅ Automatización inteligente del flujo de trabajo
- ✅ Monday MCP
Siguiente paso: Pick one feature and try it today.
La mayoría de la gente empieza por la gestión de contactos.
Tarda menos de cinco minutos.
Preguntas frecuentes
¿Monday es un CRM o un ERP?
Monday is a CRM built on a work platform. It manages contacts, deals, and projects, but it is not a full ERP system.
¿Cómo utilizar Monday CRM de forma eficaz?
Set up your deals board first, automate status updates, then build one dashboard. Review that dashboard weekly with your sales team.
¿Monday CRM es realmente gratuito?
There is a free plan for two users and a 14-day trial. Paid plans start at $9 per user each month.
¿Qué hace Monday CRM?
It tracks leads, contacts, and deals on customizable boards. It also automates follow-ups and links closed deals to project boards.
¿Monday.com tiene tutoriales?
Yes. Monday runs a free academy, in-app walkthroughs, and template guides. This tutorial covers the same features in a faster format.
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