🚀 Partnership inquiries: fahim@fahimai.com | Trusted by 250,000+ monthly readers across 17 languages 🔥

🚀 Partnership inquiries: fahim@fahimai.com

How to Use Monday CRM: Complete Feature Guide (2026)

par | Last updated Apr 4, 2026

Quick Start

This guide covers every Monday CRM feature:

Time needed: 5 minutes per feature

Also in this guide: Pro Tips | Common Mistakes | Dépannage | Tarification | Alternatives

Why Trust This Guide

I’ve used Monday CRM for over 12 months and tested every feature covered here. This how to use Monday CRM tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

How to use Monday CRM feature image

Monday CRM is one of the most powerful customer relationship management tools available today.

But most users only scratch the surface of what it can do.

This guide shows you how to use every major feature.

Step by step, with screenshots and pro tips.

Monday CRM Tutorial

This complete Monday CRM tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.

CRM du lundi

Manage your entire sales process and customer relationships in one place. Monday CRM gives your sales team a visual, drag-and-drop platform to track deals, automate tasks, and close faster. Start free — no credit card required.

Getting Started with Monday CRM

Before using any feature, complete this one-time setup.

It takes about 3 minutes.

Watch this quick overview first:

Now let’s walk through each step.

Step 1: Create Your Account

Go to Monday.com’s website and simply click “Get Started.”

Enter your email, company name, and create a password.

You can also sign up with your Google or Microsoft account.

Checkpoint: Vérifiez votre boîte de réception for a confirmation email.

Step 2: Enable the CRM Workspace

After logging in, navigate to the workspace selector on the left sidebar.

Select “CRM” as your workspace type to access the Monday sales CRM features.

Monday will show you default board templates to help you get started.

Checkpoint: You should see the CRM workspace with sample boards.

Step 3: Complete Initial Setup

Choose a template or create a blank board for your sales process.

Add your team members so they can access the CRM.

Teams can be added to boards for easier collaboration and management.

✅ Done: You’re ready to use any feature below.

How to Use Monday CRM Contact Management

Gestion des contacts lets you store, organize, and track all your customers, leads, and clients in one centralized board.

Here’s how to use it step by step.

Watch Contact Management in action:

Monday Contact Management

Now let’s break down each step.

Step 1: Create a Contacts Board

Navigate to your CRM workspace and click “Add New Board.”

Name it “Contacts” and choose the contacts template.

You can add contacts through a form or manually by creating rows.

Step 2: Customize Your Columns

Add columns for phone, email, company, and deal value.

The “People” column lets you assign ownership of contacts to team members.

Use groups to organize contacts by stage — new leads, active clients, and past customers.

Checkpoint: Your board should show organized groups with custom columns.

Step 3: Import Existing Contacts

Click the three-dot menu and select “Import data.”

Upload a CSV file with your existing contact data.

Map each column to the correct field in your board.

✅ Result: All your contacts are now organized in one board with full details visible at a glance.

💡 Conseil de pro : Use the Updates Section to communicate about specific contacts. Your team can leave notes, tag colleagues, and track every conversation without leaving the board.

How to Use Monday CRM Sales Pipeline

Pipeline des ventes lets you track every deal from first contact to closed won.

Here’s how to use it step by step.

Watch Sales Pipeline in action:

Monday Sales Pipeline

Now let’s break down each step.

Step 1: Set Up Your Deals Board

Create a new board called “Deals” in your CRM workspace.

Add groups for each stage of your sales process — like Lead, Qualified, Proposal, and Won.

Each deal becomes a row that you can drag between stages.

Step 2: Add Deal Details

Add columns for deal value, expected close date, and priority.

Link each deal to a contact on your Contacts board for full context.

Monday CRM features a drag-and-drop interface for building customizable visual sales pipelines.

Checkpoint: You should see deals organized by stage with values displayed.

Step 3: Track and Update Deals

Move deals between groups as they progress through your sales process.

Use the chart view to see your pipeline value at each stage.

Monday CRM can convert qualified leads from the CRM into project boards.

✅ Result: You now have a complete visual pipeline showing every deal and its current stage.

💡 Conseil de pro : Set up a “Deal Won” automation that moves closed deals to a separate group and sends personalized emails to your new customers. This keeps your active pipeline clean and focused.

How to Use Monday CRM Automations

Automations let you automate repetitive tasks and keep your sales process moving forward without manual effort.

Here’s how to use it step by step.

Watch Automations in action:

Monday Automations

Now let’s break down each step.

Step 1: Open the Automation Center

Click the “Automate” button at the top of any board.

Browse the pre-built automation templates or create a custom one.

Monday allows you to create automation between different boards and groups.

Step 2: Choose a Trigger and Action

Select a trigger — like “When status changes to Done.”

Then pick an action — like “Notify the account owner” or “Move item to group.”

You can set up automations to handle tasks that used to take your team hours.

Checkpoint: Your automation should show a green “Active” status.

Step 3: Test and Refine

Change an item’s status to trigger the automation manually.

Verify the action fires correctly.

Add more conditions to control exactly when the automation runs.

✅ Result: Your board now handles routine tasks automatically, giving your team more time to focus on closing deals.

💡 Conseil de pro : Create a “lead assignment” automation that distributes new leads to your sales team in a round-robin pattern. This prevents leads from getting stuck and keeps your organization running smoothly.

How to Use Monday CRM Monday Work Management

Monday Work Management lets you manage projects, track progress, and coordinate your team alongside your CRM data.

Here’s how to use it step by step.

Watch Monday Work Management in action:

Monday Work Management

Now let’s break down each step.

Step 1: Create a Project Board

Click “Add Board” and select a project management template.

Monday.com provides various templates to help you get started fast.

Name your board and assign it to the right workspace.

Step 2: Add Tasks and Assign Owners

Break your project into different tasks using rows.

Use the “People” column to assign each task to new team members or existing staff.

Add due dates, status columns, and priority tags to keep things on track.

Checkpoint: Your project board should display tasks with owners and deadlines.

Use the “Connect Boards” column to link project tasks to CRM deals.

This links client data to project deliverables automatically.

Now managing client work and sales happens in the same place.

✅ Result: Your projects are linked to customer accounts, giving your team full context on every deliverable.

💡 Conseil de pro : Create centralized hubs to track the overall health and status of all initiatives at a high level. This gives leadership an overview without digging into individual boards.

How to Use Monday CRM Dashboard Customization

Dashboard Customization lets you build custom dashboards to track KPIs, sales performance, and team productivity at a glance.

Here’s how to use it step by step.

Watch Dashboard Customization in action:

Monday Dashboard customization

Now let’s break down each step.

Step 1: Create a New Dashboard

Click the “+” icon and select “New Dashboard.”

Monday.com provides a customizable sales dashboard to manage your KPIs.

Name your dashboard based on what you want to track.

Step 2: Add Widgets

Click “Add Widget” and choose from options like charts, numbers, and tables.

Connect each widget to the relevant board — like your Deals or Contacts board.

The platform supports creating dashboards with widgets like Gantt charts and pie charts for visual insights.

Checkpoint: Your dashboard should show live data from your boards.

Step 3: Customize the Layout

Drag widgets to rearrange them on your dashboard.

Resize each widget to highlight the most important data.

Dashboards provide an overview of current projects and boards for your whole team.

✅ Result: You have a real-time dashboard showing all your key performance metrics in one view.

💡 Conseil de pro : Create separate dashboards for different teams — one for sales performance and another for project management. Users can choose from over 27 view types to display their boards according to their needs.

How to Use Monday CRM Resource Management

Gestion des ressources lets you monitor your team’s workload, prevent burnout, and balance capacity across your organization.

Here’s how to use it step by step.

Watch Resource Management in action:

Monday Resource management

Now let’s break down each step.

Step 1: Open the Workload View

Click the “Views” button on your board and select “Workload.”

Monday CRM supports a workload view to monitor team capacity.

This shows you how many tasks each person has assigned.

Step 2: Set Capacity Limits

Define how many hours or tasks each team member can handle per week.

The workload view highlights anyone who is over or under capacity.

Red bars show overloaded team members who need support.

Checkpoint: Your workload view should show colored bars for each person.

Step 3: Rebalance Work

Drag tasks from overloaded members to those with extra capacity.

This helps prevent burnout and keeps your team productive.

Roles and permissions allow control of access to sensitive data while keeping things transparent.

✅ Result: Your team’s workload is balanced, and no one is overwhelmed or sitting idle.

💡 Conseil de pro : Check the workload view every Monday morning before your team meeting. This gives you a clear picture of capacity and helps you manage tasks for the week ahead.

How to Use Monday CRM Kanban Board

Tableau Kanban lets you visualize deals, tasks, and workflows as draggable cards organized into columns.

Here’s how to use it step by step.

Watch Kanban Board in action:

Monday Kanban Board

Now let’s break down each step.

Step 1: Switch to Kanban View

Open any board and click “Views” at the top.

Select “Kanban” from the list of available views.

Your board items will appear as cards grouped by status.

Step 2: Organize Your Columns

Each status label becomes a column in the Kanban view.

Customize your columns to match your workflow stages — like “To Do,” “In Progress,” and “Done.”

Simply click on a card to see full details without leaving the view.

Checkpoint: Your cards should be arranged in labeled columns.

Step 3: Drag Cards to Update Status

Drag a card from one column to another to update its status.

The underlying board updates automatically.

This is super simple and makes it easy to manage deals visually.

✅ Result: You can see every task’s status at a glance and move items forward with a single drag.

💡 Conseil de pro : Use the Kanban view for your deals board during team meetings. It makes reviewing your sales pipeline progress fast and visual — no scrolling through rows needed.

How to Use Monday CRM Gantt Chart

Diagramme de Gantt lets you plan timelines, track dependencies, and see project progress on a visual calendar.

Here’s how to use it step by step.

Watch Gantt Chart in action:

Monday Gantt Chart

Now let’s break down each step.

Step 1: Add Timeline Column

Open your board and add a “Timeline” column.

Set start and end dates for each task.

This data powers the Gantt Chart view.

Step 2: Switch to Gantt View

Click “Views” and select “Gantt Chart.”

Your tasks appear as horizontal bars across a timeline.

Color coding matches your groups, making it easy to navigate.

Checkpoint: Tasks should display as bars with correct date ranges.

Step 3: Add Dependencies

Add a “Dependencies” column to link tasks together.

Arrows between bars show which tasks must finish before others start.

Drag bars to adjust timelines and reschedule on the fly.

✅ Result: Your project timeline is fully mapped with dependencies, deadlines, and visual progress tracking.

💡 Conseil de pro : Use the Gantt chart’s critical path feature to identify tasks that directly impact your project deadline. Focus your team’s effort on these items first to keep projects on schedule.

How to Use Monday CRM Integrations Center

Centre d'intégration lets you connect Monday CRM with your favorite tools — from Gmail and Outlook to Slack, HubSpot, and more.

Here’s how to use it step by step.

Watch Integrations Center in action:

Monday Integrations Center

Now let’s break down each step.

Step 1: Open the Integrations Menu

Click “Integrate” at the top of any board.

Browse available integrations by category — email, communications, or CRM platforms.

Monday CRM provides two-way email sync with Gmail and Outlook.

Step 2: Connect Your Tool

Select the tool you want to connect and click “Add to Board.”

Follow the authorization steps to grant access.

Choose which board columns map to data from the connected tool.

Checkpoint: The integration should show “Connected” with a green icon.

Step 3: Set Up Sync Rules

Define what data syncs and how often it updates.

For example, sync new form submissions directly to your Contacts board.

This keeps all your entreprise data flowing into one platform.

✅ Result: Your tools are connected and data flows automatically between platforms.

💡 Conseil de pro : Connect your email first. Monday CRM supports mass emailing with tracking capabilities, so you can send personalized emails and track opens directly from your board.

How to Use Monday CRM Smart Workflow Automation

Smart Workflow Automation lets you build advanced, multi-step automations that span across boards and handle complex business logic.

Here’s how to use it step by step.

Watch Smart Workflow Automation in action:

Monday Smart Workflow Automation

Now let’s break down each step.

Step 1: Access the Workflow Builder

Navigate to the Automations center and click “Create Custom Automation.”

Select “Multi-step” to access the advanced workflow constructeur.

This lets you chain multiple triggers and actions together.

Step 2: Build Your Workflow

Add conditions, delays, and multiple actions to a single workflow.

For example, create a workflow that notifies your team, updates a status, and creates a task — all from one trigger.

Monday CRM employs AI for risk monitoring by analyzing project patterns to flag potential issues.

Checkpoint: Your multi-step workflow should show all connected actions.

Step 3: Activate and Monitor

Toggle the workflow to “Active” and test it with sample data.

Check the automation log to confirm every step fires correctly.

Adjust conditions if any step doesn’t trigger as expected.

✅ Result: Complex workflows run on autopilot, connecting multiple boards and keeping your entire business in sync.

💡 Conseil de pro : Build an onboarding workflow that triggers when a deal closes. It can create a project board, assign new team members, send welcome emails, and set up invoices — all without manual work.

Monday CRM Pro Tips and Shortcuts

After testing Monday CRM for over 12 months, here are my best tips.

Raccourcis clavier

ActionShortcut
Search for anythingCtrl + K / Cmd + K
Create a new itemCtrl + Shift + I
Open board menuCtrl + Shift + B
Undo last actionCtrl + Z / Cmd + Z

Hidden Features Most People Miss

  • Board Templates Library: Monday.com provides over 200 templates across project management, CRM, and operations. Browse them before building from scratch to save hours of setup time.
  • Subitems for Complex Tasks: Break any task into subtasks using subitems. This is perfect for managing multi-step deals or client onboarding processes within a single row.
  • My Work View: Access “My Work” from the left sidebar to see every task assigned to you across all boards. This gives you a personal overview of your workload and deadlines.

Monday CRM Common Mistakes to Avoid

Mistake #1: Creating Too Many Boards

❌ Wrong: Making a separate board for every single client, project, or task type. This creates chaos and makes it impossible to track progress across your business.

✅ Right: Use groups within a single board to organize by client, stage, or category. Keep your board structure clean and use dashboards to pull data together.

Mistake #2: Ignoring Automations

❌ Wrong: Manually updating statuses, sending follow-ups, and assigning leads one by one. This wastes hours every week and leads to missed follow-ups.

✅ Right: Set up automations for repetitive actions like lead assignment, status notifications, and email follow-ups. Even 5 basic automations can save your team hours each week.

Mistake #3: Not Using Dashboards

❌ Wrong: Clicking into individual boards every time you need a status update. This wastes time and gives you a fragmented picture of your sales performance.

✅ Right: Build a master dashboard that pulls data from all your boards. Use widgets to track deals, revenue, and team productivity from one screen.

Monday CRM Troubleshooting

Problem: Automations Not Triggering

Cause: Your automation may be inactive, or the trigger conditions don’t match. Some automations also have monthly action limits based on your plan.

Réparer: Check the Automations panel for a red error icon. Verify the trigger conditions match your column values exactly. Update your browser to the latest version and clear cache if the issue persists.

Problem: Board Loading Slowly

Cause: Boards with thousands of items, many columns, or heavy integrations can slow down. Too many subitems also affect performance security.

Réparer: Archive old items instead of deleting them. Split large boards into smaller ones by quarter or region. Use filters to show only relevant items.

Problem: Email Integration Not Syncing

Cause: Authorization may have expired, or your email provider changed its security settings. Check if you need to update your browser to view this site properly.

Réparer: Disconnect and reconnect the email integration from Settings. Make sure you’re on the Standard plan or above — the Basic plan doesn’t include email sync. If you see a Cloudflare error with a Ray ID, clear your browser cache and try again.

📌 Note: If none of these fix your issue, contact Monday CRM support.

Qu'est-ce que Monday CRM ?

CRM du lundi is a customer relationship management tool built on the Monday.com work operating system that helps you manage every aspect of the sales cycle and customer data in one centralized place.

Think of it like a visual command center for your entire sales team.

Watch this quick overview:

Monday CRM Review: Best CRM & Project Management App?

It includes these key features:

  • Gestion des contacts : Store and organize all your customers, leads, and companies in one board with custom columns and groups.
  • Pipeline des ventes : Track every deal through your sales process with a visual pipeline and chart view.
  • Automatisations : Automate lead assignments, follow-ups, notifications, and status changes to save hours per week.
  • Monday Work Management: Manage projects and different tasks alongside CRM data to keep everything in the same place.
  • Dashboard Customization: Build custom dashboards with widgets to track sales performance, deals, and team productivity.
  • Gestion des ressources : Monitor team workload and balance capacity to prevent burnout.
  • Kanban Board: Visualize deals and tasks as cards you can drag between columns.
  • Gantt Chart: Plan project timelines with dependencies and visual progress bars.
  • Integrations Center: Connect Gmail, Outlook, Slack, and dozens of other tools to keep data flowing.
  • Smart Workflow Automation: Build advanced multi-step automations across boards for complex business processes.

Monday.com CRM allows you to manage your customer’s journey and sales pipeline in one place. Once your workspace is created, you can start adding contacts and deals right away. The platform is designed for teams of all sizes — from startups to enterprise organizations.

For a full review, see our Monday CRM review.

monday homepage

Tarifs CRM du lundi

Here’s what Monday CRM costs in 2026:

PlanPrixIdéal pour
Gratuit$0Individuals or teams of two testing the platform
Basique9 $/utilisateur/moisSmall teams getting started with CRM basics
Standard$12/user/monthGrowing teams needing email sync and automations
Pro19 $/utilisateur/moisSales teams needing forecasting and email sequences

Essai gratuit : Yes — free forever plan available, plus a 14-day free trial of the Pro plan with no credit card required.

Garantie de remboursement : No official money-back policy, but you can cancel anytime.

prix du lundi

💰 Best Value: Standard at $12/user/month — it includes email sync, automations, and integrations that the Basic plan lacks. Most teams need these features to run a functional CRM.

Monday CRM vs Alternatives

How does Monday CRM compare? Here’s the competitive landscape:

Watch this comparison:

6 monday.com Alternatives: Best for Project Management
OutilIdéal pourPrixRating
CRM du lundiVisual sales pipeline and project management$0–$19/user/mo⭐ 4.2
HubSpotFree CRM with marketing tools$0–$800/seat/mo⭐ 4.0
PipedriveSales-focused pipeline management$14/user/mo⭐ 4.3
ClickUpProject management with CRM features$0–$12/user/mo⭐ 4.3
SalesforceEnterprise CRM with deep customization$25/user/mo⭐ 4.5
Zoho CRMBudget-friendly all-in-one CRM$14/user/mo⭐ 4.0

Quick picks:

  • Best overall: Monday CRM — Best for teams that need CRM and project management in one platform.
  • Best budget: HubSpot — Free forever plan with solid CRM basics for small teams.
  • Best for beginners: Pipedrive — Super simple interface designed specifically for sales teams.
  • Best for enterprise: Salesforce — Deep customization and advanced reportage pour les grandes organisations.

🎯 Monday CRM Alternatives

Looking for Monday CRM alternatives? Here are the top options:

  • 🚀 HubSpot : Free CRM with built-in marketing, sales, and service tools. Great for companies wanting an all-in-one platform without upfront costs.
  • 💰 Pipedrive : Sales-first CRM with a visual pipeline that’s super simple to set up. Ideal for small sales teams who want to focus on closing deals fast.
  • 🎨 ClickUp : Powerful project management software with CRM capabilities. Perfect for teams that need to organize projects, tasks, and client relationships together.
  • 🏢 Salesforce : The enterprise-grade CRM with the deepest customization and largest app marketplace. Best for large companies with complex sales processes.
  • 💼 Zoho CRM : Budget-friendly CRM with AI-powered analytics and strong automation. A solid pick for small to mid-size companies wanting value.

For the full list, see our Alternatives CRM du lundi guide.

⚔️ Monday CRM Compared

Here’s how Monday CRM stacks up against each competitor:

  • Lundi CRM vs HubSpot: HubSpot offers a free plan and better marketing tools, but Monday CRM wins on project management and visual board customization.
  • CRM du lundi vs Pipedrive: Pipedrive is better for pure sales pipeline focus, but Monday CRM offers broader project management and team collaboration features.
  • Lundi CRM vs ClickUp: ClickUp is stronger on project management and has a free plan, but Monday CRM has deeper CRM-specific features like email tracking and lead scoring.
  • Lundi CRM vs Salesforce: Salesforce is the enterprise leader with advanced reporting and customization, but Monday CRM is easier to learn and more affordable for small teams.
  • Monday CRM vs Zoho CRM: Zoho CRM offers more built-in features at lower prices, but Monday CRM has a more intuitive visual interface and better project management integration.

Start Using Monday CRM Now

You learned how to use every major Monday CRM feature:

  • ✅ Contact Management
  • ✅ Sales Pipeline
  • ✅ Automations
  • ✅ Monday Work Management
  • ✅ Dashboard Customization
  • ✅ Resource Management
  • ✅ Kanban Board
  • ✅ Gantt Chart
  • ✅ Integrations Center
  • ✅ Smart Workflow Automation

Next step: Pick one feature and try it now.

Most people start with Contact Management.

It takes less than 5 minutes.

Foire aux questions

How to use Monday CRM effectively?

To use Monday CRM effectively, start by setting up your boards with the right columns and groups for your sales process. Create a Contacts board and a Deals board, then connect them with the “Connect Boards” column. Set up automations to handle repetitive tasks like lead assignment and follow-up reminders. Finally, build a dashboard to track your KPIs and sales performance in real time.

Can Monday work as a CRM?

Yes, Monday works as a full CRM. Monday.com CRM is designed to help manage every aspect of the sales cycle and customer data in one centralized place. It includes contact management, sales pipeline tracking, email integration, automations, and custom dashboards. It’s built on the same platform as Monday Work Management, so you also get project management tools your team can use.

What is Monday.com and how do you use it?

Monday.com is a work operating system that lets you manage projects, workflows, and customer relationships all in one platform. You use it by creating boards — visual tables where each row is a task, deal, or contact. You can customize boards with columns, set up automations, and build dashboards to track everything. The CRM product specifically helps sales teams manage leads, deals, and client conversations.

Is Monday CRM really free?

Yes, Monday CRM offers a free plan at $0 for individuals or small teams of two. For more advanced CRM features, paid plans start at $9/user/month for the Basic plan. You can also try the Pro plan free for 14 days without a credit card. The free trial gives you access to all features so you can test before committing.

Does Monday.com have tutorials?

Yes, Monday.com has extensive tutorials. They offer a Monday Academy with video courses, a help center with step-by-step guides, and a community forum where you can ask questions. You can also find this complete tutorial right here on FahimAI.com, which covers every feature with screenshots and pro tips from real hands-on experience.

Is Monday a CRM or ERP?

Monday is primarily a CRM, not an ERP. It focuses on customer relationship management — tracking leads, deals, contacts, and sales performance. While it includes project management and resource management features that overlap with some ERP functions, it doesn’t handle comptabilité, inventory, or supply chain management like a true ERP system.

What does Monday CRM do?

Monday CRM helps you manage your entire sales process from one platform. It tracks contacts and companies, visualizes your deals pipeline, sends personalized emails with tracking, automates follow-ups and task assignments, and provides dashboards for sales performance reporting. You can also create invoices, manage client onboarding, and connect with tools like Gmail, Outlook, and Slack.

What is the easiest CRM to use?

Monday CRM is one of the easiest CRMs to use thanks to its visual, drag-and-drop interface. New team members can start using it within minutes without technical training. Pipedrive is another easy option for pure sales teams. HubSpot also ranks high for beginners with its free plan and guided setup. The best pick depends on whether you need just CRM or CRM plus project management.

How easy is Monday.com to use?

Monday.com is very easy to use. The drag-and-drop interface, color-coded boards, and pre-built templates make it simple to get started. Most users can create their first board and start managing tasks within minutes. The learning curve is much lower than platforms like Salesforce. Monday also provides templates to help you set up boards for common workflows fast.

What is Monday.com and how does it work?

Monday.com is a work management platform that uses visual boards to help teams organize, track, and manage work. You create boards with rows (items) and columns (data fields). Each board can represent a project, sales pipeline, or any workflow. Items move through stages as work progresses. The CRM product adds sales-specific features like email tracking, lead scoring, and pipeline dashboards on top of this flexible board structure.

Articles connexes