Hoe Monday CRM te gebruiken: complete functiegids (2026)

Snelstart

Deze handleiding behandelt alle CRM-functies van Monday:

• Aan de slag — Create your account and enable the CRM workspace
• Hoe u contactbeheer kunt gebruiken — Keep every contact, client, and company record in the same place
• Hoe gebruik je een verkooppijplijn? — Track every deal through each stage of your sales process
• Hoe automatiseringen te gebruiken — Automate repetitive follow-ups so nothing falls through the cracks
• Hoe je maandag kunt gebruiken voor werkmanagement — 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
• Hoe gebruik je een Kanban-bord? — See deals and tasks as cards you can move in seconds
• Hoe gebruik je een Gantt-diagram? — Map project timelines and spot delays before clients notice
• Hoe het Integratiecentrum te gebruiken — Connect the tools your business already runs on
• Hoe slimme workflowautomatisering te gebruiken — Let AI watch your projects and flag risk early
• How to Use Monday MCP — Let AI assistants read and update your boards directly

Benodigde tijd: 5 minuten per film

Ook in deze handleiding: Professionele tips | Veelgemaakte fouten | Probleemoplossing | Prijzen | Alternatieven

Waarom zou je deze gids vertrouwen?

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.

Maandag 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.

CRM-handleiding voor maandag

This How to Use Monday CRM tutorial walks through every feature, from your first account to advanced automatisering.

Aan de slag met Monday CRM

Voordat u een functie kunt gebruiken, dient u deze eenmalige installatie te voltooien.

Het duurt ongeveer drie minuten.

Stap 1: Maak uw account aan

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.

✓ Controlepunt: Controleer uw inbox for the confirmation email.

Stap 2: Activeer de CRM-werkruimte

Open the product menu and add monday sales CRM to your account.

Monday CRM runs in the browser, and mobile apps exist for iOS en Android.

Zo ziet het eruit:

✓ Controlepunt: You should see the CRM workspace in your sidebar.

Stap 3: Voltooi de eerste installatie

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.

Hoe u het contactbeheer van Monday CRM kunt gebruiken

Contactbeheer stores every lead and contact record on one shared board.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Stap 1: Open het contactenbord.

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.

Zo ziet het eruit:

✓ Controlepunt: 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.

Hoe u de verkooppipeline van Monday CRM kunt gebruiken

Verkooppijplijn shows every open deal and its current stage on one board.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Stap 1: Open het Deals Board

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.

Zo ziet het eruit:

✓ Controlepunt: 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.

Hoe u Monday CRM-automatiseringen kunt gebruiken

Automatiseringen streamline the repetitive tasks that eat your selling time.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Step 1: Open the Automations Center

Klik Automatiseren in the top right corner of any board.

Browse the recipe library or start from a blank recipe.

Stap 2: Kies een trigger

For example, choose when status changes to Won.

Triggers can also fire on date arrival or column change.

Zo ziet het eruit:

✓ Controlepunt: 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.

How to Use Monday CRM Work Managemer

Werkplanning op maandag connects your CRM records to real project management work.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

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.

Zo ziet het eruit:

✓ Controlepunt: The project board shows the client name pulled from the deal.

Stap 3: Voortgang bijhouden

Watch the progress column update as each task closes.

Sales and delivery teams now work from the same place.

How to Use Monday CRM Dashboard customizer

Dashboard customization turns raw board data into dashboards your managers actually read.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Stap 1: Een nieuw dashboard maken

Click the plus button in the sidebar and choose Dashboard.

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.

Zo ziet het eruit:

✓ Controlepunt: Your dashboard shows live totals from the deals board.

Stap 3: De lay-out aanpassen

Drag widgets around until the key KPIs sit at the top.

Use the numbers widget to optimize weekly sales performance reviews.

How to Use Monday CRM Resource Manager

Resource management shows who is overloaded and who has room for more work.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Stap 1: Open de werkbelastingweergave

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.

Zo ziet het eruit:

✓ Controlepunt: 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.

Hoe gebruik je het Monday CRM Kanban-bord?

Kanban-bord displays your board as movable cards instead of rows.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

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.

Zo ziet het eruit:

✓ Controlepunt: Your items appear as cards grouped under status columns.

Step 3: Move the Cards

Drag any card between columns to update its status direct.

Cards marked Stuck stand out in orange right away.

Hoe gebruik je de Gantt-grafiek van Monday CRM?

Gantt-diagram lays your project timeline out on a scrollable calendar.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Stap 1: Een tijdlijnkolom toevoegen

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.

Zo ziet het eruit:

✓ Controlepunt: 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.

Hoe u het Monday CRM-integratiecentrum kunt gebruiken

Integratiecentrum links Monday CRM to the other platforms your team uses daily.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

Step 1: Open the Integrations Center

Klik Integreren 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.

boekhouding tools can push invoices straight into a board.

Zo ziet het eruit:

✓ Controlepunt: 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.

Hoe u de slimme workflowautomatisering van Monday CRM kunt gebruiken

Slimme workflowautomatisering uses AI to read project patterns and warn you vroeg.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

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.

Zo ziet het eruit:

✓ Controlepunt: 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.

How to Use Monday CRM MCP

Maandag MCP opens your boards to AI-assistenten through a secure connection.

Hieronder leggen we stap voor stap uit hoe je het gebruikt.

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.

Zo ziet het eruit:

✓ Controlepunt: Jouw assistent 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.

CRM-professionalstips en -sneltoetsen voor maandag

After two years on this platform, these are the tips I hand new team members.

Toetsenbord sneltoetsen

Actie	Snelkoppeling
Quick search across boards	Ctrl + K
Show the full shortcut list	Shift + ?
Move between board cells	Pijltjestoetsen
Undo your last change	Ctrl + Z

Verborgen functies die de meeste mensen over het hoofd zien

• Batchacties: Select several items at once to move, duplicate, or archive them together.
• Bordsjablonen: Save any finished board as a template so new projects start structured.
• E-mailsjablonen: Save personalized emails once and reuse them across every deal.
• Stuck status alerts: Pair the Stuck label with an automation that pings the owner.

Veelvoorkomende fouten in Monday CRM die je moet vermijden

Mistake #1: Treating boards like a spreadsheet

Mistake #2: Creating a new board for everything

Mistake #3: Skipping roles and permissions

CRM-probleemoplossing op maandag

Problem: Boards will not load

Oorzaak: An old browser blocks the scripts you need to view this site properly.

Repareren: Update your browser, clear the cache, then reload the board.

Problem: A beveiliging page blocks you

Oorzaak: The performance security layer sometimes challenges shared office IP addresses.

Repareren: Copy the Ray ID from that page and send it to support.

Problem: An automation never fires

Oorzaak: The trigger column was renamed, or your monthly action limit ran out.

Repareren: Reopen the recipe, reselect the column, and check your usage counter.

📌 Opmerking: You need a supported browser to view boards correctly on any device.

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

Wat is Monday CRM?

Maandag 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.

Bekijk dit korte overzicht:

Het omvat de volgende belangrijke kenmerken:

• Contactbeheer: Store contacts, companies, and conversations on one board
• Verkooppijplijn: Move deals through stages with drag-and-drop columns
• Automatiseringen: Trigger emails, tasks, and notifications without manual work
• Werkplanning voor maandag: 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
• Kanbanbord: Visual card view for fast pipeline and task updates
• Gantt-diagram: Timeline view with dependencies and milestone tracking
• Integratiecentrum: Link email, Slack, invoices, and 200+ other apps
• Slimme workflowautomatisering: AI risk monitoring that spots problems before they hit
• Monday MCP: Verbinden AI-assistenten to your boards through MCP

Voor een volledige recensie, zie onze CRM-evaluatie op maandag.

CRM-prijzen op maandag

Dit zijn de kosten van Monday CRM in 2026:

Plan	Prijs	Het beste voor
Basis	$9 per gebruiker per maand	Small teams tracking contacts and simple deals
Standaard	$12 per gebruiker per maand	Groeiende verkoopteams die behoefte hebben aan automatisering.
Pro	$19 per gebruiker per maand	Companies running forecasting and full dashboards

Gratis proefperiode: Ja, 14 dagen zonder creditcard.

Geld-terug-garantie: Yes, 30 days on annual plans.

💰 Beste prijs-kwaliteitverhouding: Standard — it unlocks automation, which is where the real time savings start.

Maandag CRM versus alternatieven

So how does Monday CRM compare against the other big CRM tools?

Bekijk deze vergelijking:

Hulpmiddel	Het beste voor	Prijs	Beoordeling
Maandag CRM	Visual boards and project handoff	$9/maand	⭐ 4.2
HubSpot	Inbound marketing and free tier	$20/maand	⭐ 4,5
Pijpleiding	Pure pipeline selling	$14/maand	⭐ 4,5
ClickUp	Tasks and docs in one tool	$7/maand	⭐ 4.6
Salesforce	Large enterprise reporting	$25/maand	⭐ 4.4
Zoho CRM	Budget-conscious kleine onderneming	$14/maand	⭐ 4.3

Snelle keuzes:

• Beste overall: HubSpot — deepest feature set if budget allows
• Beste budget: ClickUp — cheapest seat price for mixed work
• Het meest geschikt voor beginners: Monday CRM — boards feel familiar from day one
• Best for pipeline focus: Pipedrive — built purely around moving deals

🎯 Alternatieven voor CRM op maandag

Op zoek naar alternatieven voor Monday CRM? Dit zijn de beste opties:

• 🚀 HubSpot: Generous free tier with marketing, sales, and service tools under one login.
• 🎯 Pijpleiding: A focused pipeline tool that keeps reps on the next action, nothing else.
• 💰 Klik omhoog: 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 kleine onderneming teams watching spend.

Voor de volledige lijst, zie onze CRM-alternatieven voor maandag gids.

⚔️ CRM van maandag vergeleken

Hieronder een vergelijking van Monday CRM met de concurrentie:

• Monday CRM versus HubSpot: HubSpot wins on marketing depth, Monday wins on board structure and project handoff.
• Maandag CRM versus Pipedrive: Pipedrive is faster for pure selling, Monday handles work after the deal closes.
• Maandag CRM versus ClickUp: ClickUp costs less per seat, Monday feels cleaner for sales teams.
• Maandag CRM versus Salesforce: Salesforce reports deeper, Monday gets a team live in an afternoon.
• Monday CRM versus Zoho CRM: Zoho is cheaper, Monday is easier to navigate and customize without training.

Begin nu met het gebruik van Monday CRM.

Je hebt geleerd hoe je alle belangrijke Monday CRM-functies kunt gebruiken:

• ✅ Contactbeheer
• ✅ Verkoopstraject
• ✅ Automatiseringen
• ✅ Werkplanning op maandag
• ✅ Dashboard customization
• ✅ Resource management
• ✅ Kanbanbord
• ✅ Gantt-diagram
• ✅ Integratiecentrum
• ✅ Slimme workflowautomatisering
• ✅ Monday MCP

Volgende stap: Pick one feature and try it today.

De meeste mensen beginnen met contactbeheer.

Het duurt minder dan vijf minuten.

Veelgestelde vragen

Is Monday een CRM- of een ERP-systeem?

Monday is a CRM built on a work platform. It manages contacts, deals, and projects, but it is not a full ERP system.

Hoe gebruik je Monday CRM effectief?

Set up your deals board first, automate status updates, then build one dashboard. Review that dashboard weekly with your sales team.

Is Monday CRM echt gratis?

There is a free plan for two users and a 14-day trial. Paid plans start at $9 per user each month.

Wat doet Monday CRM?

It tracks leads, contacts, and deals on customizable boards. It also automates follow-ups and links closed deals to project boards.

Biedt Monday.com tutorials aan?

Yes. Monday runs a free academy, in-app walkthroughs, and template guides. This tutorial covers the same features in a faster format.