Démarrage rapide
Ce guide couvre toutes les fonctionnalités de Monday CRM :
- Commencer — Create your account and enable the CRM workspace
- Comment utiliser la gestion des contacts — Keep every contact, client, and company record in the same place
- Comment utiliser le pipeline des ventes — Track every deal through each stage of your sales process
- Comment utiliser les automatisations — Automate repetitive follow-ups so nothing falls through the cracks
- Comment utiliser la gestion du travail du lundi — 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
- Comment utiliser un tableau Kanban — See deals and tasks as cards you can move in seconds
- Comment utiliser un diagramme de Gantt — Map project timelines and spot delays before clients notice
- Comment utiliser le Centre d'intégrations — Connect the tools your business already runs on
- Comment utiliser l'automatisation intelligente des flux de travail — Let AI watch your projects and flag risk early
- How to Use Monday MCP — Let AI assistants read and update your boards directly
Temps nécessaire : 5 minutes par fonctionnalité
Vous trouverez également dans ce guide : Conseils de pro | Erreurs courantes | Dépannage | Tarification | Alternatives
Pourquoi faire confiance à ce guide ?
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.
Lundi 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.
Tutoriel CRM du lundi
This How to Use Monday CRM tutorial walks through every feature, from your first account to advanced automation.
CRM du lundi
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.
Premiers pas avec Monday CRM
Avant d'utiliser une quelconque fonctionnalité, veuillez terminer cette configuration unique.
Cela prend environ trois minutes.
Étape 1 : Créez votre compte
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.
✓ Point de contrôle: Vérifiez votre boîte de réception pour l'e-mail de confirmation.
Étape 2 : Activer l’espace de travail 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 et Android.
Voici à quoi cela ressemble :
✓ Point de contrôle: You should see the CRM workspace in your sidebar.
Étape 3 : Terminer la configuration initiale
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.
✅ Terminé : Vous êtes prêt à utiliser n'importe quelle fonctionnalité ci-dessous.
Comment utiliser la gestion des contacts Monday CRM
Gestion des contacts stores every lead and contact record on one shared board.
Voici comment l'utiliser étape par étape.
Étape 1 : Ouvrir le tableau des contacts
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Every customer conversation now lives beside the contact record.
💡 Conseil de pro : Embed a web form on your site so contacts get created automatically.
Comment utiliser le pipeline de vente Monday CRM
Pipeline des ventes shows every open deal and its current stage on one board.
Voici comment l'utiliser étape par étape.
Étape 1 : Ouvrir le tableau des offres
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : You can see your whole pipeline health in one screen.
💡 Conseil de pro : Add a rotting indicator column to flag stale deals fast.
Comment utiliser les automatisations CRM de Monday
Automatisations streamline the repetitive tasks that eat your selling time.
Voici comment l'utiliser étape par étape.
Step 1: Open the Automations Center
Cliquez Automatiser in the top right corner of any board.
Browse the recipe library or start from a blank recipe.
Étape 2 : Choisir un déclencheur
For example, choose when status changes to Won.
Triggers can also fire on date arrival or column change.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Routine follow-ups run themselves, which lifts team productivity fast.
💡 Conseil de pro : Start with three recipes only, then add more once you trust the outcome.
How to Use Monday CRM Work Managemer
Gestion du travail du lundi connects your CRM records to real project management work.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: The project board shows the client name pulled from the deal.
Étape 3 : Suivre les progrès
Watch the progress column update as each task closes.
Sales and delivery teams now work from the same place.
✅ Résultat : Client data and project deliverables stay connected after the sale.
💡 Conseil de pro : 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.
Voici comment l'utiliser étape par étape.
Étape 1 : Créer un nouveau tableau de bord
Click the plus button in the sidebar and choose Tableau de bord.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: Your dashboard shows live totals from the deals board.
Étape 3 : Personnaliser la mise en page
Drag widgets around until the key KPIs sit at the top.
Use the numbers widget to optimize weekly sales performance reviews.
✅ Résultat : You get a full overview of sales performance without building reports.
💡 Conseil de pro : 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.
Voici comment l'utiliser étape par étape.
Étape 1 : Ouvrir la vue de charge de travail
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Work is spread evenly and nobody quietly drowns in tasks.
💡 Conseil de pro : Review workload every Monday morning before assigning any new client project.
Comment utiliser le tableau Kanban de Monday CRM
Tableau Kanban displays your board as movable cards instead of rows.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: Your items appear as cards grouped under status columns.
Step 3: Move the Cards
Drag any card between columns to update its status immédiatement.
Cards marked Stuck stand out in orange right away.
✅ Résultat : Daily standups get faster because the board reads at a glance.
💡 Conseil de pro : Filter the Kanban view by owner so reps see only their deals.
Comment utiliser le diagramme de Gantt de Monday CRM
Diagramme de Gantt lays your project timeline out on a scrollable calendar.
Voici comment l'utiliser étape par étape.
Étape 1 : Ajouter une colonne de chronologie
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Delivery dates stay realistic because delays surface immediately.
💡 Conseil de pro : Add milestone diamonds for client sign-off dates to keep deadlines visible.
Comment utiliser le centre d'intégrations Monday CRM
Centre d'intégration links Monday CRM to the other platforms your team uses daily.
Voici comment l'utiliser étape par étape.
Step 1: Open the Integrations Center
Cliquez Intégrer 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.
Comptabilité tools can push invoices straight into a board.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Data flows between platforms without copy and paste.
💡 Conseil de pro : Connect your calendar so booked demos create deal items automatically.
Comment utiliser l'automatisation intelligente des flux de travail de Monday CRM
Automatisation intelligente des flux de travail uses AI to read project patterns and warn you tôt.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: 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.
✅ Résultat : Problems surface days earlier than manual reviews would catch them.
💡 Conseil de pro : Pair risk flags with an automation that notifies the account owner instantly.
How to Use Monday CRM MCP
Lundi MCP opens your boards to assistants IA through a secure connection.
Voici comment l'utiliser étape par étape.
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.
Voici à quoi cela ressemble :
✓ Point de contrôle: Ton assistant 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.
✅ Résultat : Routine board updates happen through plain conversation.
💡 Conseil de pro : Keep MCP tokens scoped to one workspace so sensitive deals stay private.
Conseils et astuces CRM Pro du lundi
After two years on this platform, these are the tips I hand new team members.
Raccourcis clavier
| Action | Raccourci |
|---|---|
| Quick search across boards | Ctrl + K |
| Show the full shortcut list | Maj + ? |
| Move between board cells | touches fléchées |
| Undo your last change | Ctrl + Z |
Fonctionnalités cachées que la plupart des gens ignorent
- Actions par lots : Select several items at once to move, duplicate, or archive them together.
- Modèles de tableaux : Save any finished board as a template so new projects start structured.
- Modèles d'e-mails : Save personalized emails once and reuse them across every deal.
- Stuck status alerts: Pair the Stuck label with an automation that pings the owner.
Erreurs courantes à éviter en matière de CRM (lundi)
Mistake #1: Treating boards like a spreadsheet
❌ Faux : Typing every update by hand and never touching automation.
✅ À droite : Automate status changes and reminders so the board updates itself.
Mistake #2: Creating a new board for everything
❌ Faux : Making a separate board for each client, then losing track of all of them.
✅ À droite : Use groups inside one board to organize clients and keep reporting simple.
Mistake #3: Skipping roles and permissions
❌ Faux : Giving every new member full admin access on day one.
✅ À droite : Set viewer or member roles first, then widen access as trust builds.
Dépannage CRM du lundi
Problem: Boards will not load
Cause: An old browser blocks the scripts you need to view this site properly.
Réparer: Update your browser, clear the cache, then reload the board.
Problem: A sécurité page blocks you
Cause: The performance security layer sometimes challenges shared office IP addresses.
Réparer: Copy the Ray ID from that page and send it to support.
Problem: An automation never fires
Cause: The trigger column was renamed, or your monthly action limit ran out.
Réparer: Reopen the recipe, reselect the column, and check your usage counter.
📌 Note: You need a supported browser to view boards correctly on any device.
📌 Note: If none of these fix your issue, contact Monday support.
Qu'est-ce que Monday CRM ?
CRM du lundi 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.
Regardez ce bref aperçu :
Il comprend les fonctionnalités clés suivantes :
- Gestion des contacts : Store contacts, companies, and conversations on one board
- Pipeline des ventes : Move deals through stages with drag-and-drop columns
- Automatisations : Trigger emails, tasks, and notifications without manual work
- Gestion du travail du lundi : 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
- Tableau Kanban : Visual card view for fast pipeline and task updates
- Diagramme de Gantt : Timeline view with dependencies and milestone tracking
- Centre d'intégration : Link email, Slack, invoices, and 200+ other apps
- Automatisation intelligente des flux de travail : AI risk monitoring that spots problems before they hit
- Monday MCP: Connecter assistants IA to your boards through MCP
Pour une analyse complète, consultez notre Revue CRM du lundi.
Tarifs CRM du lundi
Voici le coût de Monday CRM en 2026 :
| Plan | Prix | Idéal pour |
|---|---|---|
| Basique | 9 $/utilisateur/mois | Small teams tracking contacts and simple deals |
| Standard | 12 $/utilisateur/mois | Des équipes commerciales en pleine croissance qui ont besoin d'automatisation |
| Pro | 19 $/utilisateur/mois | Companies running forecasting and full dashboards |
Essai gratuit : Oui, 14 jours sans carte de crédit requise.
Garantie de remboursement : Yes, 30 days on annual plans.
💰 Meilleur rapport qualité-prix : Standard — it unlocks automation, which is where the real time savings start.
Lundi CRM vs Alternatives
So how does Monday CRM compare against the other big CRM tools?
Regardez cette comparaison :
| Outil | Idéal pour | Prix | Notation |
|---|---|---|---|
| CRM du lundi | Visual boards and project handoff | 9 $/mois | ⭐ 4.2 |
| HubSpot | Inbound marketing and free tier | 20 $/mois | ⭐ 4,5 |
| Pipedrive | Pure pipeline selling | 14 $/mois | ⭐ 4,5 |
| ClickUp | Tasks and docs in one tool | 7 $/mois | ⭐ 4,6 |
| Salesforce | Large enterprise reporting | 25 $/mois | ⭐ 4,4 |
| Zoho CRM | Budget-conscious petite entreprise | 14 $/mois | ⭐ 4,3 |
Sélection rapide :
- Meilleur résultat global : HubSpot — deepest feature set if budget allows
- Meilleur budget : ClickUp — cheapest seat price for mixed work
- Idéal pour les débutants : Monday CRM — boards feel familiar from day one
- Best for pipeline focus: Pipedrive — built purely around moving deals
🎯 Alternatives CRM du lundi
Vous cherchez des alternatives à Monday CRM ? Voici les meilleures options :
- 🚀 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.
- 💰 ClickUp : Cheap seats and strong project management if you want tasks and deals together.
- 🏢 Salesforce : Enterprise reporting and deep customization, though setup needs an admin.
- ⭐ Zoho CRM : Low-cost CRM with solid automation for petite entreprise teams watching spend.
Pour la liste complète, consultez notre Alternatives CRM du lundi guide.
⚔️ Comparaison CRM du lundi
Voici comment Monday CRM se compare à chacun de ses concurrents :
- Lundi CRM vs HubSpot: HubSpot wins on marketing depth, Monday wins on board structure and project handoff.
- CRM du lundi vs Pipedrive: Pipedrive is faster for pure selling, Monday handles work after the deal closes.
- Lundi CRM vs ClickUp: ClickUp costs less per seat, Monday feels cleaner for sales teams.
- Lundi CRM vs Salesforce: Salesforce reports deeper, Monday gets a team live in an afternoon.
- Monday CRM vs Zoho CRM: Zoho is cheaper, Monday is easier to navigate and customize without training.
Commencez à utiliser Monday CRM dès maintenant
Vous avez appris à utiliser toutes les principales fonctionnalités de Monday CRM :
- ✅ Gestion des contacts
- ✅ Pipeline des ventes
- ✅ Automatisations
- ✅ Gestion du travail du lundi
- ✅ Dashboard customization
- ✅ Resource management
- ✅ Tableau Kanban
- ✅ Diagramme de Gantt
- ✅ Centre d'intégration
- ✅ Automatisation intelligente des flux de travail
- ✅ Monday MCP
Étape suivante : Pick one feature and try it today.
La plupart des gens commencent par la gestion des contacts.
Cela prend moins de cinq minutes.
Foire aux questions
Monday est-il un CRM ou 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.
Comment utiliser efficacement Monday CRM ?
Set up your deals board first, automate status updates, then build one dashboard. Review that dashboard weekly with your sales team.
Monday CRM est-il vraiment gratuit ?
There is a free plan for two users and a 14-day trial. Paid plans start at $9 per user each month.
Que fait Monday CRM ?
It tracks leads, contacts, and deals on customizable boards. It also automates follow-ups and links closed deals to project boards.
Le site Monday.com propose-t-il des tutoriels ?
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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