빠른 시작
이 가이드에서는 월요일 CRM의 모든 기능을 다룹니다.
- 시작하기 — Create your account and enable the CRM workspace
- 연락처 관리 사용 방법 — Keep every contact, client, and company record in the same place
- 영업 파이프라인 사용 방법 — Track every deal through each stage of your sales process
- 자동화 사용 방법 — Automate repetitive follow-ups so nothing falls through the cracks
- 월요일 업무 관리 시스템 사용 방법 — 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
- 칸반 보드 사용 방법 — See deals and tasks as cards you can move in seconds
- 간트 차트 사용 방법 — Map project timelines and spot delays before clients notice
- 통합 센터 사용 방법 — Connect the tools your business already runs on
- 스마트 워크플로 자동화 사용 방법 — Let AI watch your projects and flag risk early
- How to Use Monday MCP — Let AI assistants read and update your boards directly
소요 시간: 각 작품당 5분
이 가이드에는 다음 내용도 포함되어 있습니다. 프로 팁 | 흔히 저지르는 실수 | 문제 해결 | 가격 | 대안
이 가이드를 신뢰해야 하는 이유
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.
월요일 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.
월요일 CRM 튜토리얼
This How to Use Monday CRM tutorial walks through every feature, from your first account to advanced 오토메이션.
월요일 CRM
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.
Monday CRM 시작하기
어떤 기능을 사용하기 전에 먼저 이 일회성 설정을 완료하십시오.
약 3분 정도 걸립니다.
1단계: 계정 생성
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.
✓ 검문소: 확인하세요 받은 편지함 확인 이메일을 위해서요.
2단계: CRM 워크스페이스 활성화
Open the product menu and add monday sales CRM to your account.
Monday CRM runs in the browser, and mobile apps exist for iOS 그리고 안드로이드.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: You should see the CRM workspace in your sidebar.
3단계: 초기 설정 완료
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.
✅ 완료: 이제 아래의 모든 기능을 사용할 준비가 되었습니다.
Monday CRM 연락처 관리 사용 방법
연락처 관리 stores every lead and contact record on one shared board.
다음은 단계별 사용 방법입니다.
1단계: 연락처 창을 엽니다.
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.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: 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.
✅ 결과: Every customer conversation now lives beside the contact record.
💡 꿀팁: Embed a web form on your site so contacts get created automatically.
Monday CRM 영업 파이프라인 사용 방법
영업 파이프라인 shows every open deal and its current stage on one board.
다음은 단계별 사용 방법입니다.
1단계: 거래 게시판을 엽니다.
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.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: 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.
✅ 결과: You can see your whole pipeline health in one screen.
💡 꿀팁: Add a rotting indicator column to flag stale deals fast.
월요일 CRM 자동화 사용 방법
자동화 streamline the repetitive tasks that eat your selling time.
다음은 단계별 사용 방법입니다.
Step 1: Open the Automations Center
딸깍 하는 소리 자동화 in the top right corner of any board.
Browse the recipe library or start from a blank recipe.
2단계: 트리거 선택
For example, choose when status changes to Won.
Triggers can also fire on date arrival or column change.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: 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.
✅ 결과: Routine follow-ups run themselves, which lifts team productivity fast.
💡 꿀팁: Start with three recipes only, then add more once you trust the outcome.
How to Use Monday CRM Work Managemer
월요일 업무 관리 connects your CRM records to real project management work.
다음은 단계별 사용 방법입니다.
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.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: The project board shows the client name pulled from the deal.
3단계: 진행 상황 추적
Watch the progress column update as each task closes.
Sales and delivery teams now work from the same place.
✅ 결과: Client data and project deliverables stay connected after the sale.
💡 꿀팁: 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.
다음은 단계별 사용 방법입니다.
1단계: 새 대시보드 생성
Click the plus button in the sidebar and choose 계기반.
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.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: Your dashboard shows live totals from the deals board.
3단계: 레이아웃 사용자 지정
Drag widgets around until the key KPIs sit at the top.
Use the numbers widget to optimize weekly sales performance reviews.
✅ 결과: You get a full overview of sales performance without building reports.
💡 꿀팁: 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.
다음은 단계별 사용 방법입니다.
1단계: 워크로드 보기 열기
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.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: 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.
✅ 결과: Work is spread evenly and nobody quietly drowns in tasks.
💡 꿀팁: Review workload every Monday morning before assigning any new client project.
월요일 CRM 칸반 보드 사용 방법
칸반 보드 displays your board as movable cards instead of rows.
다음은 단계별 사용 방법입니다.
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.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: Your items appear as cards grouped under status columns.
Step 3: Move the Cards
Drag any card between columns to update its status 곧.
Cards marked Stuck stand out in orange right away.
✅ 결과: Daily standups get faster because the board reads at a glance.
💡 꿀팁: Filter the Kanban view by owner so reps see only their deals.
월요일 CRM 간트 차트 사용 방법
간트 차트 lays your project timeline out on a scrollable calendar.
다음은 단계별 사용 방법입니다.
1단계: 타임라인 열 추가
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.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: 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.
✅ 결과: Delivery dates stay realistic because delays surface immediately.
💡 꿀팁: Add milestone diamonds for client sign-off dates to keep deadlines visible.
Monday CRM 통합 센터 사용 방법
통합 센터 links Monday CRM to the other platforms your team uses daily.
다음은 단계별 사용 방법입니다.
Step 1: Open the Integrations Center
딸깍 하는 소리 통합하다 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.
회계 tools can push invoices straight into a board.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: 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.
✅ 결과: Data flows between platforms without copy and paste.
💡 꿀팁: Connect your calendar so booked demos create deal items automatically.
Monday CRM 스마트 워크플로 자동화 사용 방법
스마트 워크플로 자동화 uses AI to read project patterns and warn you 일찍.
다음은 단계별 사용 방법입니다.
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.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: 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.
✅ 결과: Problems surface days earlier than manual reviews would catch them.
💡 꿀팁: Pair risk flags with an automation that notifies the account owner instantly.
How to Use Monday CRM MCP
월요일 MCP opens your boards to AI 비서 through a secure connection.
다음은 단계별 사용 방법입니다.
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.
이것이 어떤 모습인지 보여드리겠습니다:
✓ 검문소: 당신의 어시스턴트 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.
✅ 결과: Routine board updates happen through plain conversation.
💡 꿀팁: Keep MCP tokens scoped to one workspace so sensitive deals stay private.
월요일 CRM 전문가 팁 및 바로가기
After two years on this platform, these are the tips I hand new team members.
키보드 단축키
| 행동 | 지름길 |
|---|---|
| Quick search across boards | Ctrl + K |
| Show the full shortcut list | Shift + ? |
| Move between board cells | 방향키 |
| Undo your last change | Ctrl + Z |
대부분의 사람들이 놓치는 숨겨진 기능들
- 일괄 작업: Select several items at once to move, duplicate, or archive them together.
- 보드 템플릿: Save any finished board as a template so new projects start structured.
- 이메일 템플릿: Save personalized emails once and reuse them across every deal.
- Stuck status alerts: Pair the Stuck label with an automation that pings the owner.
월요일 CRM에서 흔히 저지르는 실수들을 피하는 방법
Mistake #1: Treating boards like a spreadsheet
❌ 틀림: Typing every update by hand and never touching automation.
✅ 오른쪽: Automate status changes and reminders so the board updates itself.
Mistake #2: Creating a new board for everything
❌ 틀림: Making a separate board for each client, then losing track of all of them.
✅ 오른쪽: Use groups inside one board to organize clients and keep reporting simple.
Mistake #3: Skipping roles and permissions
❌ 틀림: Giving every new member full admin access on day one.
✅ 오른쪽: Set viewer or member roles first, then widen access as trust builds.
월요일 CRM 문제 해결
Problem: Boards will not load
원인: An old browser blocks the scripts you need to view this site properly.
고치다: Update your browser, clear the cache, then reload the board.
Problem: A 보안 page blocks you
원인: The performance security layer sometimes challenges shared office IP addresses.
고치다: Copy the Ray ID from that page and send it to support.
Problem: An automation never fires
원인: The trigger column was renamed, or your monthly action limit ran out.
고치다: Reopen the recipe, reselect the column, and check your usage counter.
📌 메모: You need a supported browser to view boards correctly on any device.
📌 메모: If none of these fix your issue, contact Monday support.
Monday CRM이란 무엇인가요?
월요일 CRM 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.
이 간단한 개요를 시청하세요:
이 제품에는 다음과 같은 주요 기능이 포함되어 있습니다.
- 연락처 관리: Store contacts, companies, and conversations on one board
- 영업 파이프라인: Move deals through stages with drag-and-drop columns
- 자동화: Trigger emails, tasks, and notifications without manual work
- 월요일 업무 관리: 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
- 칸반 보드: Visual card view for fast pipeline and task updates
- 간트 차트: Timeline view with dependencies and milestone tracking
- 통합 센터: Link email, Slack, invoices, and 200+ other apps
- 스마트 워크플로 자동화: AI risk monitoring that spots problems before they hit
- Monday MCP: 연결하다 AI 비서 to your boards through MCP
자세한 내용은 저희 웹사이트를 참조하세요. 월요일 CRM 검토.
월요일 CRM 가격 책정
다음은 2026년 Monday CRM의 비용입니다.
| 계획 | 가격 | 가장 적합한 대상 |
|---|---|---|
| 기초적인 | 사용자당 월 9달러 | Small teams tracking contacts and simple deals |
| 기준 | 사용자당 월 12달러 | 자동화가 필요한 성장하는 영업팀 |
| 찬성 | 사용자당 월 19달러 | Companies running forecasting and full dashboards |
무료 체험: 네, 신용카드 없이 14일 동안 이용 가능합니다.
환불 보장: Yes, 30 days on annual plans.
💰 최고의 가성비: Standard — it unlocks automation, which is where the real time savings start.
월요일 CRM vs 대안
So how does Monday CRM compare against the other big CRM tools?
이 비교 영상을 보세요:
| 도구 | 가장 적합한 대상 | 가격 | 평가 |
|---|---|---|---|
| 월요일 CRM | Visual boards and project handoff | 월 9달러 | ⭐ 4.2 |
| 허브스팟 | Inbound marketing and free tier | 월 20달러 | ⭐ 4.5 |
| 파이프드라이브 | Pure pipeline selling | 월 14달러 | ⭐ 4.5 |
| 클릭업 | Tasks and docs in one tool | 월 7달러 | ⭐ 4.6 |
| 세일즈포스 | Large enterprise reporting | 월 25달러 | ⭐ 4.4 |
| 조호 CRM | Budget-conscious 소규모 사업 | 월 14달러 | ⭐ 4.3 |
빠른 추천:
- 종합 최고상: HubSpot — deepest feature set if budget allows
- 최고의 가성비: ClickUp — cheapest seat price for mixed work
- 초보자에게 가장 적합: Monday CRM — boards feel familiar from day one
- Best for pipeline focus: Pipedrive — built purely around moving deals
🎯 월요일 CRM 대안
Monday CRM 대안을 찾고 계신가요? 최고의 옵션들을 소개합니다:
- 🚀 허브스팟: Generous free tier with marketing, sales, and service tools under one login.
- 🎯 파이프드라이브: A focused pipeline tool that keeps reps on the next action, nothing else.
- 💰 클릭업: Cheap seats and strong project management if you want tasks and deals together.
- 🏢 세일즈포스: Enterprise reporting and deep customization, though setup needs an admin.
- ⭐ 조호 CRM: Low-cost CRM with solid automation for 소규모 사업 teams watching spend.
전체 목록은 다음을 참조하세요. 월요일 CRM 대안 가이드.
⚔️ 월요일 CRM 비교
다음은 Monday CRM이 각 경쟁업체와 비교했을 때 어떤 위치에 있는지 보여주는 표입니다.
- 월요일 CRM vs HubSpot: HubSpot wins on marketing depth, Monday wins on board structure and project handoff.
- 월요일 CRM vs Pipedrive: Pipedrive is faster for pure selling, Monday handles work after the deal closes.
- 월요일 CRM vs ClickUp: ClickUp costs less per seat, Monday feels cleaner for sales teams.
- 월요일 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.
지금 바로 Monday CRM을 사용해 보세요.
월요일 CRM의 주요 기능을 모두 사용하는 방법을 배웠습니다.
- ✅ 연락처 관리
- ✅ 영업 파이프라인
- ✅ 자동화
- ✅ 월요일 업무 관리
- ✅ Dashboard customization
- ✅ Resource management
- ✅ 칸반 보드
- ✅ 간트 차트
- ✅ 통합 센터
- ✅ 스마트 워크플로 자동화
- ✅ Monday MCP
다음 단계: Pick one feature and try it today.
대부분의 사람들은 연락처 관리부터 시작합니다.
5분도 채 걸리지 않습니다.
자주 묻는 질문
월요일은 CRM일까요, 아니면 ERP일까요?
Monday is a CRM built on a work platform. It manages contacts, deals, and projects, but it is not a full ERP system.
Monday CRM을 효과적으로 사용하는 방법은 무엇일까요?
Set up your deals board first, automate status updates, then build one dashboard. Review that dashboard weekly with your sales team.
Monday CRM은 정말 무료인가요?
There is a free plan for two users and a 14-day trial. Paid plans start at $9 per user each month.
Monday CRM은 무슨 일을 하나요?
It tracks leads, contacts, and deals on customizable boards. It also automates follow-ups and links closed deals to project boards.
Monday.com에 튜토리얼이 있나요?
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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