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Questa guida illustra tutte le funzionalità di Monday CRM:
- Iniziare — Create your account and enable the CRM workspace
- Come utilizzare la gestione dei contatti — Keep every contact, client, and company record in the same place
- Come utilizzare la pipeline di vendita — Track every deal through each stage of your sales process
- Come utilizzare le automazioni — Automate repetitive follow-ups so nothing falls through the cracks
- Come utilizzare la gestione del lavoro del lunedì — 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
- Come utilizzare la lavagna Kanban — See deals and tasks as cards you can move in seconds
- Come utilizzare il diagramma di Gantt — Map project timelines and spot delays before clients notice
- Come utilizzare il Centro integrazioni — Connect the tools your business already runs on
- Come utilizzare l'automazione intelligente dei flussi di lavoro — Let AI watch your projects and flag risk early
- How to Use Monday MCP — Let AI assistants read and update your boards directly
Tempo necessario: 5 minuti per ogni servizio
In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative
Perché fidarsi di questa guida
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.
Lunedi 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 CRM del lunedì
This How to Use Monday CRM tutorial walks through every feature, from your first account to advanced automazione.
CRM del lunedì
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.
Guida introduttiva a Monday CRM
Prima di utilizzare qualsiasi funzionalità, completa questa configurazione iniziale.
Ci vogliono circa tre minuti.
Passaggio 1: crea il tuo account
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.
✓ Punto di controllo: Controlla il tuo posta in arrivo per l'email di conferma.
Passaggio 2: Abilitare l'area di lavoro 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 e Android.
Ecco come si presenta:
✓ Punto di controllo: You should see the CRM workspace in your sidebar.
Passaggio 3: Completare la configurazione iniziale
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.
✅ Fatto: Sei pronto per utilizzare una qualsiasi delle funzioni seguenti.
Come utilizzare la gestione dei contatti di Monday CRM
Gestione dei contatti stores every lead and contact record on one shared board.
Ecco come usarlo passo dopo passo.
Passaggio 1: Apri la bacheca dei contatti
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Every customer conversation now lives beside the contact record.
💡 Consiglio da professionista: Embed a web form on your site so contacts get created automatically.
Come utilizzare la pipeline di vendita CRM del lunedì
Pipeline di vendita shows every open deal and its current stage on one board.
Ecco come usarlo passo dopo passo.
Passaggio 1: Apri la bacheca delle offerte
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: You can see your whole pipeline health in one screen.
💡 Consiglio da professionista: Add a rotting indicator column to flag stale deals fast.
Come utilizzare le automazioni CRM del lunedì
Automazioni streamline the repetitive tasks that eat your selling time.
Ecco come usarlo passo dopo passo.
Step 1: Open the Automations Center
Clic Automatizzare in the top right corner of any board.
Browse the recipe library or start from a blank recipe.
Passaggio 2: Scegli un elemento scatenante
For example, choose when status changes to Won.
Triggers can also fire on date arrival or column change.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Routine follow-ups run themselves, which lifts team productivity fast.
💡 Consiglio da professionista: Start with three recipes only, then add more once you trust the outcome.
How to Use Monday CRM Work Managemer
Gestione del lavoro del lunedì connects your CRM records to real project management work.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: The project board shows the client name pulled from the deal.
Passaggio 3: Monitorare i progressi
Watch the progress column update as each task closes.
Sales and delivery teams now work from the same place.
✅ Risultato: Client data and project deliverables stay connected after the sale.
💡 Consiglio da professionista: 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.
Ecco come usarlo passo dopo passo.
Passaggio 1: crea una nuova dashboard
Click the plus button in the sidebar and choose Pannello di controllo.
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.
Ecco come si presenta:
✓ Punto di controllo: Your dashboard shows live totals from the deals board.
Passaggio 3: Personalizza il layout
Drag widgets around until the key KPIs sit at the top.
Use the numbers widget to optimize weekly sales performance reviews.
✅ Risultato: You get a full overview of sales performance without building reports.
💡 Consiglio da professionista: 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.
Ecco come usarlo passo dopo passo.
Passaggio 1: Aprire la vista del carico di lavoro
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Work is spread evenly and nobody quietly drowns in tasks.
💡 Consiglio da professionista: Review workload every Monday morning before assigning any new client project.
Come utilizzare la bacheca Kanban CRM di lunedì
Bacheca Kanban displays your board as movable cards instead of rows.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: Your items appear as cards grouped under status columns.
Step 3: Move the Cards
Drag any card between columns to update its status immediatamente.
Cards marked Stuck stand out in orange right away.
✅ Risultato: Daily standups get faster because the board reads at a glance.
💡 Consiglio da professionista: Filter the Kanban view by owner so reps see only their deals.
Come utilizzare il diagramma di Gantt di Monday CRM
Diagramma di Gantt lays your project timeline out on a scrollable calendar.
Ecco come usarlo passo dopo passo.
Passaggio 1: Aggiungi una colonna Cronologia
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Delivery dates stay realistic because delays surface immediately.
💡 Consiglio da professionista: Add milestone diamonds for client sign-off dates to keep deadlines visible.
Come utilizzare il Centro integrazioni CRM di Monday
Centro integrazioni links Monday CRM to the other platforms your team uses daily.
Ecco come usarlo passo dopo passo.
Step 1: Open the Integrations Center
Clic nelle tue app e nei tuoi flussi di lavoro 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.
Contabilità tools can push invoices straight into a board.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Data flows between platforms without copy and paste.
💡 Consiglio da professionista: Connect your calendar so booked demos create deal items automatically.
Come utilizzare l'automazione intelligente del flusso di lavoro di Monday CRM
Automazione intelligente dei flussi di lavoro uses AI to read project patterns and warn you Presto.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Problems surface days earlier than manual reviews would catch them.
💡 Consiglio da professionista: Pair risk flags with an automation that notifies the account owner instantly.
How to Use Monday CRM MCP
Lunedì MCP opens your boards to Assistenti AI through a secure connection.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: Tuo assistente 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.
✅ Risultato: Routine board updates happen through plain conversation.
💡 Consiglio da professionista: Keep MCP tokens scoped to one workspace so sensitive deals stay private.
Suggerimenti e scorciatoie CRM Pro del lunedì
After two years on this platform, these are the tips I hand new team members.
Scorciatoie da tastiera
| Azione | Scorciatoia |
|---|---|
| Quick search across boards | Ctrl + K |
| Show the full shortcut list | Maiusc + ? |
| Move between board cells | Tasti freccia |
| Undo your last change | Ctrl + Z |
Funzionalità nascoste che la maggior parte delle persone non nota
- Operazioni in batch: Select several items at once to move, duplicate, or archive them together.
- Modelli di schede: Save any finished board as a template so new projects start structured.
- Modelli di posta elettronica: Save personalized emails once and reuse them across every deal.
- Stuck status alerts: Pair the Stuck label with an automation that pings the owner.
Lunedì: errori comuni da evitare nel CRM
Mistake #1: Treating boards like a spreadsheet
❌ Sbagliato: Typing every update by hand and never touching automation.
✅ A destra: Automate status changes and reminders so the board updates itself.
Mistake #2: Creating a new board for everything
❌ Sbagliato: Making a separate board for each client, then losing track of all of them.
✅ A destra: Use groups inside one board to organize clients and keep reporting simple.
Mistake #3: Skipping roles and permissions
❌ Sbagliato: Giving every new member full admin access on day one.
✅ A destra: Set viewer or member roles first, then widen access as trust builds.
Lunedì Risoluzione dei problemi del CRM
Problem: Boards will not load
Causa: An old browser blocks the scripts you need to view this site properly.
Aggiustare: Update your browser, clear the cache, then reload the board.
Problem: A sicurezza page blocks you
Causa: The performance security layer sometimes challenges shared office IP addresses.
Aggiustare: 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.
Aggiustare: 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.
Che cos'è Monday CRM?
CRM del lunedì 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.
Guarda questa breve panoramica:
Include le seguenti caratteristiche principali:
- Gestione dei contatti: Store contacts, companies, and conversations on one board
- Pipeline di vendita: Move deals through stages with drag-and-drop columns
- Automazioni: Trigger emails, tasks, and notifications without manual work
- Monday CRM è pensato per i team che fanno molto più che semplici vendite. Se il tuo team si occupa sia delle vendite che della gestione dei progetti post-vendita, la piattaforma all-in-one di Monday CRM ti evita di dover acquistare due strumenti separati. 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
- Lavagna Kanban: Visual card view for fast pipeline and task updates
- Diagramma di Gantt: Timeline view with dependencies and milestone tracking
- Centro integrazioni: Link email, Slack, invoices, and 200+ other apps
- A soli 49 dollari al mese, Frase costa meno della maggior parte degli strumenti di content marketing SEO. Offre ricerca, scrittura e ottimizzazione in un'unica piattaforma. AI risk monitoring that spots problems before they hit
- Monday MCP: Collegare Assistenti AI to your boards through MCP
Per una recensione completa, consulta la nostra Revisione CRM del lunedì.
Prezzi CRM del lunedì
Ecco quanto costerà Monday CRM nel 2026:
| Piano | Prezzo | Ideale per |
|---|---|---|
| Di base | $9/utente/mese | Small teams tracking contacts and simple deals |
| Standard | 12 dollari per utente al mese | Team di vendita in crescita che necessitano di automazione |
| Professionista | $ 19/utente/mese | Companies running forecasting and full dashboards |
Prova gratuita: No, ma puoi annullare l'abbonamento in qualsiasi momento prima del prossimo ciclo di fatturazione.
Garanzia di rimborso: Yes, 30 days on annual plans.
💰 Miglior rapporto qualità-prezzo: Standard — it unlocks automation, which is where the real time savings start.
Lunedì CRM vs Alternative
So how does Monday CRM compare against the other big CRM tools?
Guarda questo confronto:
| Attrezzo | Ideale per | Prezzo | Valutazione |
|---|---|---|---|
| CRM del lunedì | Visual boards and project handoff | $9/mese | ⭐ 4.2 |
| HubSpot | Inbound marketing and free tier | $20/mese | ⭐ 4,5 |
| Pipedrive | Pure pipeline selling | 14 dollari al mese | ⭐ 4,5 |
| ClickUp | Tasks and docs in one tool | $7/mese | ⭐ 4.6 |
| Forza vendita | Large enterprise reporting | 25 dollari al mese | ⭐ 4.4 |
| Zoho CRM | Budget-conscious piccola impresa | 14 dollari al mese | ⭐ 4.3 |
Scelte rapide:
- Il migliore in assoluto: HubSpot — deepest feature set if budget allows
- Miglior budget: ClickUp — cheapest seat price for mixed work
- Ideale per principianti: Monday CRM — boards feel familiar from day one
- Best for pipeline focus: Pipedrive — built purely around moving deals
🎯 Alternative al CRM del lunedì
Cerchi alternative a Monday CRM? Ecco le migliori opzioni:
- 🚀 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 piccola impresa teams watching spend.
Per l'elenco completo, consultare il nostro Alternative al CRM del lunedì guida.
⚔️ Confronto CRM del lunedì
Ecco come Monday CRM si posiziona rispetto a ciascun concorrente:
- CRM del lunedì contro HubSpot: HubSpot wins on marketing depth, Monday wins on board structure and project handoff.
- CRM del lunedì contro Pipedrive: Pipedrive is faster for pure selling, Monday handles work after the deal closes.
- CRM del lunedì contro ClickUp: ClickUp costs less per seat, Monday feels cleaner for sales teams.
- CRM del lunedì contro Salesforce: Salesforce reports deeper, Monday gets a team live in an afternoon.
- CRM del lunedì contro Zoho CRM: Zoho is cheaper, Monday is easier to navigate and customize without training.
Inizia subito a usare Monday CRM
Hai imparato a utilizzare tutte le principali funzionalità di Monday CRM:
- ✅ Contatta la direzione
- ✅ Pipeline di vendita
- ✅ Automazioni
- ✅ Gestione del lavoro del lunedì
- ✅ Dashboard customization
- ✅ Resource management
- ✅ Lavagna Kanban
- ✅ Diagramma di Gantt
- ✅ Centro integrazioni
- ✅ Automazione intelligente del flusso di lavoro
- ✅ Monday MCP
Passo successivo: Pick one feature and try it today.
La maggior parte delle persone inizia con la gestione dei contatti.
Ci vogliono meno di cinque minuti.
Domande frequenti
Monday è 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.
Come utilizzare Monday CRM in modo efficace?
Set up your deals board first, automate status updates, then build one dashboard. Review that dashboard weekly with your sales team.
Monday CRM è davvero gratuito?
There is a free plan for two users and a 14-day trial. Paid plans start at $9 per user each month.
Che cosa fa Monday CRM?
It tracks leads, contacts, and deals on customizable boards. It also automates follow-ups and links closed deals to project boards.
Il sito Monday.com offre dei tutorial?
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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