Quick Start
This guide covers every Monday CRM feature:
- Rozpoczęcie pracy — Create account and basic setup
- How to Use Contact Management — Store and organize all your leads and clients
- How to Use Sales Pipeline — Track every deal from first touch to close
- How to Use Automations — Save hours on repetitive tasks
- How to Use Work Management — Manage projects and tasks in one place
- How to Use Dashboard Customization — Build visual reports for your KPIs
- How to Use Resource Management — Balance workloads across your team
- How to Use Kanban Board — Visualize deals in a drag-and-drop view
- How to Use Gantt Chart — Plan timelines and track progress visually
- How to Use Integrations Center — Connect your favorite tools
- How to Use Smart Workflow Automation — Build advanced multi-step workflows
Time needed: 5 minutes per feature
Also in this guide: Pro Tips | Common Mistakes | Rozwiązywanie problemów | Wycena | Alternatywy
Why Trust This Guide
I’ve used Monday CRM for over 12 months and tested every feature covered here. This tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.
Poniedziałek CRM is one of the most powerful CRM 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.
Poniedziałkowy CRM
Manage your entire sales cycle in one visual workspace. Monday CRM gives you customizable pipelines, built-in automations, and real-time dashboards. Start your 14-day free trial — no credit card required.
Getting Started with Monday CRM
Before using any feature, complete this one-time setup.
It takes about 3 minutes.
Now let’s walk through each step.
Step 1: Create Your Account
Go to monday.com/crm and click “Get Started.”
Enter your work email and create a password.
You can also sign up with Google or Microsoft.
✓ Checkpoint: Sprawdź swoje skrzynka odbiorcza for a confirmation email.
Step 2: Choose Monday CRM Product
After signing up, select “CRM” as your product.
Monday offers several products — pick the CRM workspace.
You’ll get a 14-day free trial of the Pro plan.
Here’s what the dashboard looks like:
✓ Checkpoint: You should see the CRM workspace with default boards.
Step 3: Complete Initial Setup
Monday CRM will ask about your team size and goals.
Select your industry and preferred CRM template.
You’ll get pre-built boards for leads, contacts, and deals.
✅ Done: You’re ready to use any feature below.
How to Use Monday CRM Contact Management
Zarządzanie kontaktami lets you store and organize every lead and client in one place.
Here’s how to use it step by step.
Watch Contact Management in action:
Now let’s break down each step.
Step 1: Open the Contacts Board
Click “Contacts” in your CRM workspace sidebar.
You’ll see a default board with columns for name, email, phone, and company.
Step 2: Add Your First Contact
Click “+ Add item” at the top of the board.
Fill in the contact’s name, email, and phone number.
You can also import contacts from a CSV file or a web form.
✓ Checkpoint: Your contact appears as a new row on the board.
Step 3: Customize Contact Columns
Click the “+” icon to add new columns like “Lead Source” or “Deal Value.”
Choose from 30+ column types including status, date, and dropdown.
✅ Result: You have a fully organized contacts board with custom fields.
💡 Wskazówka: Use the “People” column to assign contact ownership to specific team members for clear accountability.
How to Use Monday CRM Sales Pipeline
Lejek sprzedaży 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:
Now let’s break down each step.
Step 1: Open the Deals Board
Click “Deals” in the CRM workspace sidebar.
You’ll see a default pipeline with stages like Discovery, Proposal, and Negotiation.
Step 2: Create a New Deal
Click “+ Add item” and enter the deal name.
Set the deal value, close date, and assign a team member.
Link the deal to an existing contact or company.
✓ Checkpoint: Your deal shows up in the first pipeline stage.
Step 3: Move Deals Through Stages
Drag and drop deals between pipeline stages as they progress.
Update the status column to reflect the current deal stage.
✅ Result: You have a visual pipeline showing every deal and its current stage.
💡 Wskazówka: Set up a “Close Probability” column and a “Forecast Value” column to predict monthly revenue more accurately.
How to Use Monday CRM Automations
Automations lets you save hours by automating repetitive sales tasks.
Here’s how to use it step by step.
Watch Automations in action:
Now let’s break down each step.
Step 1: Open the Automation Center
Click the lightning bolt icon at the top of any board.
You’ll see the automatyzacja center with pre-built recipes.
Step 2: Choose an Automation Recipe
Przeglądać categories like “Notifications,” “Status Changes,” or “Due Dates.
Select a recipe like “When status changes to Done, notify someone.”
Customize the trigger and action to match your workflow.
✓ Checkpoint: The automation appears in your active automations list.
Step 3: Test Your Automation
Change a deal’s status to trigger the automation.
Confirm the action fires correctly — check for the notification or status change.
✅ Result: Your automation runs automatically every time the trigger fires.
💡 Wskazówka: The Standard plan only gives you 250 automation actions per month. Upgrade to Pro for 25,000 actions if your team is active.
How to Use Monday CRM Work Management
Work Management lets you manage projects and tasks right alongside your deals.
Here’s how to use it step by step.
Watch Work Management in action:
Now let’s break down each step.
Step 1: Create a Project Board
Click “+ Add” in the sidebar and choose “New Board.”
Name it after your project and select a template or start from scratch.
Step 2: Add Tasks and Assign Owners
Add items to the board — each item is a task.
Use the “People” column to assign each task to a team member.
Set due dates and status columns for each task.
✓ Checkpoint: Your project board shows tasks with owners and deadlines.
Step 3: Link Projects to Deals
Use the “Connect Boards” column to link a deal to its project board.
This bridges sales and delivery in a single workspace.
✅ Result: Closed deals automatically flow into project delivery boards.
💡 Wskazówka: Create an automation that generates a new project board when a deal’s status changes to “Won.”
How to Use Monday CRM Dashboard Customization
Dashboard Customization lets you build visual reports to track your sales KPIs.
Here’s how to use it step by step.
Watch Dashboard Customization in action:
Now let’s break down each step.
Step 1: Create a New Dashboard
Click “+ Add” in the sidebar and choose “New Dashboard.”
Name it something descriptive like “Sales Performance Q1.”
Step 2: Add Widgets
Click “+ Add Widget” and choose from charts, numbers, or tables.
Connect each widget to a specific board like Deals or Contacts.
Configure filters to show the exact dane potrzebujesz.
✓ Checkpoint: Your dashboard shows live data from connected boards.
Step 3: Share Your Dashboard
Click “Share” to give team members or managers access.
Set permissions to control who can view or edit the dashboard.
✅ Result: You have a live dashboard showing all your key sales metrics.
💡 Wskazówka: Combine data from up to 10 boards in a single dashboard (50 boards on Enterprise) for a full revenue overview.
How to Use Monday CRM Resource Management
Zarządzanie zasobami lets you monitor team capacity and balance workloads.
Here’s how to use it step by step.
Watch Resource Management in action:
Now let’s break down each step.
Step 1: Open the Workload View
Click the view selector at the top of your board.
Select “Workload” from the list of available views.
Step 2: Set Capacity Limits
Define each team member’s weekly capacity in hours or story points.
The view highlights overloaded team members in red.
✓ Checkpoint: You see a color-coded view of each person’s workload.
Step 3: Rebalance Work
Drag tasks from overloaded team members to those with capacity.
The workload chart updates in real time as you reassign.
✅ Result: Your team has balanced workloads with no one person overwhelmed.
💡 Wskazówka: Check workload view every Monday morning to catch bottlenecks before they slow your sales cycle.
How to Use Monday CRM Kanban Board
Tablica Kanban lets you visualize deals and tasks as cards in a drag-and-drop view.
Here’s how to use it step by step.
Watch Kanban Board in action:
Now let’s break down each step.
Step 1: Switch to Kanban View
Click the view selector at the top of your board.
Select “Kanban” from the dropdown.
Step 2: Configure Your Columns
Choose which status column defines the Kanban lanes.
Each status value becomes a column — like “New Lead,” “Contacted,” and “Qualified.”
✓ Checkpoint: Your deals appear as cards organized by status.
Step 3: Drag Cards Between Lanes
Drag a deal card from one column to the next as it progresses.
The status updates automatically when you move the card.
✅ Result: You have a visual board showing every deal’s progress at a glance.
💡 Wskazówka: Click any card to open its full details without leaving the Kanban view. Add notes, files, and updates right there.
How to Use Monday CRM Gantt Chart
Wykres Gantta lets you plan project timelines and track progress visually.
Here’s how to use it step by step.
Watch Gantt Chart in action:
Now let’s break down each step.
Step 1: Add a Timeline Column
Click “+” on your board to add a “Timeline” column.
Set start and end dates for each task or deal milestone.
Step 2: Switch to Gantt View
Click the view selector and choose “Gantt.”
Your tasks appear as horizontal bars on a timeline.
✓ Checkpoint: You see a timeline with color-coded bars for each task.
Step 3: Set Dependencies
Click a task bar and drag a connector to another task.
This creates a dependency — the second task can’t start until the first finishes.
✅ Result: You have a full project timeline with task dependencies.
💡 Wskazówka: Use the critical path feature to identify which tasks directly affect your project deadline.
How to Use Monday CRM Integrations Center
Centrum Integracji lets you connect Monday CRM to the tools you already use.
Here’s how to use it step by step.
Watch Integrations Center in action:
Now let’s break down each step.
Step 1: Open the Integrations Menu
Click the “Integrate” button at the top of any board.
You’ll see a library of 200+ available integrations.
Step 2: Connect Your App
Search for your tool — like Gmail, Slack, HubSpot, or Zoom.
Click the integration and follow the authorization prompts.
Choose which board the integration should connect to.
✓ Checkpoint: The connected app shows a green “Active” badge.
Step 3: Configure Integration Rules
Set triggers like “When a new email arrives, create an item.”
Customize which data fields sync between the two platforms.
✅ Result: Data flows automatically between Monday CRM and your connected tools.
💡 Wskazówka: Set up 2-way email sync with Gmail or Outlook to log all client communication directly in the CRM.
How to Use Monday CRM Smart Workflow Automation
Smart Workflow Automation lets you build advanced multi-step workflows with conditions.
Here’s how to use it step by step.
Watch Smart Workflow Automation in action:
Now let’s break down each step.
Step 1: Create a Custom Automation
Click the automation icon and select “Create custom automation.”
Choose a trigger like “When a status changes” or “When a date arrives.”
Step 2: Add Conditions and Actions
Add conditions like “Only if deal value is above $5,000.”
Then add actions like “Notify manager” and “Move item to another board.”
Chain multiple actions to build complex workflows.
✓ Checkpoint: Your workflow shows all steps in a visual flow.
Step 3: Activate and Monitor
Click “Save” to activate the workflow.
Check the automation log to verify it runs correctly.
✅ Result: Complex workflows run automatically without manual intervention.
💡 Wskazówka: Use cross-board automations to move a won deal from the sales board to a client onboarding board automatically.
Monday CRM Pro Tips and Shortcuts
After testing Monday CRM for over 12 months, here are my best tips.
Skróty klawiaturowe
| Action | Shortcut |
|---|---|
| Open quick search | Ctrl + K (Cmd + K on Prochowiec) |
| Create new item | Ctrl + Shift + N |
| Open notifications | Ctrl + Shift + I |
| Open board settings | Ctrl + Shift + S |
Hidden Features Most People Miss
- Batch actions: Select multiple items to change their status, assignee, or date all at once.
- Updates section: Click any item to open a comment thread. Tag teammates to get answers without leaving the board.
- Board templates: Save any board as a template. Reuse it for new clients or projects in seconds.
Monday CRM Common Mistakes to Avoid
Mistake #1: Putting Everything on One Board
❌ Wrong: Cramming leads, deals, contacts, and projects into a single board.
✅ Right: Create separate boards for leads, contacts, deals, and projects. Link them with “Connect Boards” columns.
Mistake #2: Ignoring Automation Limits
❌ Wrong: Building dozens of automations on the Standard plan and hitting the 250-action monthly limit.
✅ Right: Track your automation usage in Settings. Upgrade to Pro for 25,000 monthly actions if you need more.
Mistake #3: Skipping the Dashboard Setup
❌ Wrong: Running your sales team without a dashboard and checking individual boards for updates.
✅ Right: Build a sales dashboard on day one. Add widgets for deal value, pipeline stage, and team performance.
Monday CRM Troubleshooting
Problem: Automations Stopped Working
Cause: You’ve hit your monthly automation action limit.
Naprawić: Go to Settings > Usage to check your remaining actions. Upgrade your plan or wait for the monthly reset.
Problem: Emails Not Syncing with CRM
Cause: Two-way email sync requires the Standard plan or higher.
Naprawić: Verify your plan supports email sync. Re-authorize your Gmail or Outlook connection in Settings > Integrations.
Problem: Dashboard Shows No Data
Cause: Widgets aren’t connected to the correct board or have active filters hiding data.
Naprawić: Click the widget settings icon. Confirm it’s linked to the right board and clear any restrictive filters.
📌 Notatka: If none of these fix your issue, contact Monday CRM support via the help widget in the bottom-right corner.
Czym jest Monday CRM?
Poniedziałkowy CRM is a customer relationship management tool that helps you manage your entire sales cycle in one visual workspace.
Think of it like a super-flexible spreadsheet that tracks leads, deals, and projects — with built-in automations.
Watch this quick overview:
It includes these key features:
- Zarządzanie kontaktami: Store and organize all leads, clients, and companies in one board.
- Lejek sprzedaży: Track deals from discovery to close with visual drag-and-drop stages.
- Automatyzacje: Automate follow-ups, status changes, and notifications to save time.
- Work Management: Manage projects alongside your sales process in one platform.
- Dashboard Customization: Build live dashboards with charts and widgets to track KPIs.
- Kanban Board: View deals and tasks as cards you can drag between status columns.
- Gantt Chart: Plan timelines and set dependencies for project milestones.
- Integrations Center: Connect 200+ tools like Gmail, Slack, HubSpot, and Zoom.
For a full review, see our Monday CRM review.
Cennik CRM w poniedziałek
Here’s what Monday CRM costs in 2026:
| Plan | Cena | Najlepsze dla |
|---|---|---|
| Podstawowy | 10 USD/użytkownik/miesiąc | Small teams needing unlimited boards and pipelines |
| Standard | 14 USD/użytkownik/miesiąc | Growing teams that need email sync and automations |
| Zawodowiec | 24 USD/użytkownik/miesiąc | Sales teams needing forecasting, sequences, and 25K automations |
| Przedsiębiorstwo | Niestandardowe ceny | Large organizations needing HIPAA compliance and advanced bezpieczeństwo |
Bezpłatny okres próbny: Yes — 14-day free trial of the Pro plan, no credit card required.
Gwarancja zwrotu pieniędzy: Yes — full refund within 30 days of annual purchase.
💰 Best Value: Pro plan — unlocks sales forecasting, email sequences, and 25,000 monthly automation actions.
Monday CRM vs Alternatives
How does Monday CRM compare? Here’s the competitive landscape:
Watch this comparison:
Here’s a side-by-side look at the top CRM tools:
| Narzędzie | Najlepsze dla | Cena | Rating |
|---|---|---|---|
| Poniedziałkowy CRM | Visual pipelines and project handoffs | $10/user/mo | ⭐ 4.2 |
| HubSpot | Free CRM with marketing tools | $0 (Free tier) | ⭐ 4.0 |
| Pipedrive | Sales-focused pipeline management | $14/user/mo | ⭐ 4.3 |
| Kliknij w górę | All-in-one project and CRM tool | $7/user/mo | ⭐ 4.3 |
| Salesforce | Enterprise-grade CRM for large teams | $25/user/mo | ⭐ 4.5 |
| Zoho CRM | Budget-friendly with AI features | $14/user/mo | ⭐ 4.1 |
Quick picks:
- Best overall: Monday CRM — best for teams that want visual sales and project management in one place.
- Best budget: HubSpot — free CRM with solid contact management and email tracking.
- Best for beginners: Pipedrive — dead-simple interface built for sales reps.
- Best for enterprise: Salesforce — unmatched depth for large, complex sales organizations.
🎯 Monday CRM Alternatives
- Pipedrive: Skoncentrowany na sprzedaży CRM znany z intuicyjnych, wizualnych kanałów sprzedaży, które pomagają zespołom skutecznie zarządzać transakcjami i śledzić postępy.
- Zachować: Specjalizuje się w automatyzacji dla małych firm, łącząc funkcjonalności CRM z marketingiem e-mailowym i zarządzaniem procesem sprzedaży.
- Aktywna kampania: Platforma automatyzacji obsługi klienta, która integruje funkcjonalności marketingu, sprzedaży i handlu elektronicznego, umożliwiając spersonalizowaną komunikację i zautomatyzowane przepływy pracy.
- HubSpot: Szeroko znana platforma oferująca zestaw „centrów” do obsługi sprzedaży, marketingu, obsługi klienta, zarządzania treścią i operacji, idealna dla firm poszukujących zintegrowanych rozwiązań.
- Lejki kliknięć: Przede wszystkim lejek sprzedażowy i strona docelowa budowniczy, z możliwością zbierania potencjalnych klientów i podstawowymi możliwościami marketingu e-mailowego, skupiając się na kampaniach internetowych nastawionych na konwersję.
- Ludowy: Prosty, zintegrowany i proaktywny CRM z funkcjami takimi jak kanały sprzedaży, kampanie e-mailowe, zarządzanie kontaktami i automatyzacja przepływu pracy.
- Przejdź na wysoki poziom: This is great for marketing and sales teams. It helps you build pages and send many texts. It is a powerful tool for growing your agency.
- Natychmiast: Firma ta zajmuje się wyszukiwaniem potencjalnych klientów i rozsyłaniem zimnych e-maili, oferując zarządzanie relacjami z klientami, śledzenie potencjalnych klientów i automatyzację procesów sprzedaży.
- Kliknij w górę: Wszechstronna platforma do zarządzania pracą, którą można dostosować do funkcjonowania jako system CRM, oferująca takie funkcje, jak zarządzanie kontaktami, widoki lejka sprzedaży, integracja z pocztą e-mail i konfigurowalne pulpity nawigacyjne.
- Kapsułkowy CRM: Rozwiązanie CRM zorientowane na rozwój, zaprojektowane z myślą o prostocie, pomagające firmom zarządzać kontaktami, śledzić transakcje sprzedaży i utrzymywać relacje z klientami dzięki takim funkcjom, jak wiele kanałów sprzedaży i zarządzanie zadaniami.
- Wnikliwie: A CRM odpowiednie dla małych i średnich przedsiębiorstw, oferujące zarządzanie kontaktami i projektami, automatyzację przepływu pracy i solidne raportowanie, a także przyjazny dla użytkownika interfejs.
- Freshsales CRM: Ekonomiczna opcja oferująca rozbudowane funkcje dla zespołów sprzedaży, w tym komunikację z potencjalnymi klientami, narzędzia konwersji, opartą na sztucznej inteligencji punktację potencjalnych klientów oraz zaawansowane możliwości integracji.
- Salesforce: Solidna, wiodąca w branży platforma CRM, oferująca rozbudowane funkcje dla sprzedaży, marketingu i obsługi klienta, znana z wysokiej możliwości dostosowania i skalowalności dla większych przedsiębiorstw.
- Zendesk: Przede wszystkim platforma obsługi i wsparcia klienta, która oferuje również solidne funkcje CRM, umożliwiając kompleksowe zarządzanie interakcją z klientem i analizę.
Looking for Monday CRM alternatives? Here are the top options:
For the full list, see our Alternatywy dla poniedziałkowego CRM guide.
⚔️ Monday CRM Compared
Oto krótkie porównanie Monday CRM z następującymi rozwiązaniami programowymi:
- Poniedziałkowy CRM kontra Pipedrive: Monday CRM to wszechstronny system operacyjny do pracy z rozbudowanym systemem zarządzania projektami i zespołem. Pipedrive to CRM skoncentrowany na sprzedaży, znany z wizualnego zarządzania lejkiem sprzedaży i funkcji zamykania transakcji.
- Poniedziałek kontra GoHighLevel:Monday jest naprawdę dobry do zarządzania projektami i zadaniami zespołowymi. Pomaga wizualnie śledzić postępy pracy. GoHighLevel to raczej kompleksowe narzędzie do marketingu i sprzedaży.
- Poniedziałkowy CRM kontra Keap: Monday CRM zapewnia niezwykle konfigurowalne wizualne przepływy pracy do współpracy zespołowej i zarządzania klientami, natomiast Keap oferuje wydajną automatyzację sprzedaży i marketingu przeznaczoną dla małych firm.
- Poniedziałkowy CRM kontra ActiveCampaign: Monday CRM koncentruje się na współpracy wizualnej i konfigurowalnych panelach do śledzenia projektów i relacji z klientami, podczas gdy ActiveCampaign specjalizuje się w zaawansowanej automatyzacji marketingu e-mailowego, segmentacji i szczegółowej analityce.
- Poniedziałkowy CRM kontra Hubspot: Monday CRM oferuje elastyczną, wizualną platformę do zarządzania projektami i danymi klientów, natomiast HubSpot oferuje kompleksowy zestaw narzędzi do marketingu, sprzedaży i obsługi klienta.
- Poniedziałkowy CRM kontra Clickfunnels: Monday CRM to elastyczny system operacyjny z silnymi funkcjami CRM; ClickFunnels to przede wszystkim narzędzie do tworzenia lejków sprzedażowych, służące do tworzenia stron docelowych i automatyzowania procesów konwersji sprzedaży.
- Poniedziałkowy CRM kontra Folk: Monday CRM oferuje niezwykle konfigurowalne wizualne przepływy pracy i możliwości współpracy dla zróżnicowanych zespołów; Folk koncentruje się na intuicyjnym, wspólnym zarządzaniu kontaktami i ich wzbogacaniu za pomocą prostego interfejsu.
- CRM poniedziałkowy kontra Instantly: Monday CRM to elastyczny system operacyjny z funkcjami CRM do wizualnego zarządzania przepływem pracy; Instantly specjalizuje się w automatyzacji zimny e-mail zasięg i generowanie dużej liczby potencjalnych klientów.
- Poniedziałkowy CRM kontra ClickUp: Monday CRM stawia na wizualne i przyjazne użytkownikowi zarządzanie projektami i pracą; ClickUp to kompleksowa platforma zwiększająca produktywność, oferująca rozbudowane funkcje do zarządzania zadaniami, CRM i nie tylko.
- CRM poniedziałkowy kontra CRM kapsułowy: Monday CRM oferuje szerokie możliwości personalizacji przepływów pracy i projektów, integrując funkcjonalności CRM; Capsule CRM to prostszy i tańszy menedżer kontaktów skoncentrowany głównie na śledzeniu sprzedaży.
- Poniedziałkowy CRM kontra Insightly: Monday CRM oferuje niezwykle konfigurowalną platformę do zarządzania projektami i relacjami z klientami, natomiast Insightly oferuje bardziej tradycyjny CRM ze zintegrowanym zarządzaniem projektami.
- Monday CRM kontra Freshsales CRM: Monday CRM to wszechstronny system operacyjny do pracy z funkcjami CRM umożliwiającymi konfigurowalne śledzenie. Jednocześnie Freshsales CRM to dedykowany system CRM do sprzedaży z zarządzaniem leadami i automatyzacją opartą na sztucznej inteligencji.
- Poniedziałkowy CRM kontra Salesforce: Monday CRM oferuje elastyczną, wizualną i wysoce konfigurowalną platformę spełniającą różne potrzeby biznesowe; Salesforce to korporacyjny system CRM z rozbudowanymi, zaawansowanymi funkcjami przeznaczonymi do złożonych operacji sprzedaży i marketingu.
- Poniedziałkowy CRM kontra Zendesk: Monday CRM doskonale sprawdza się w wizualnym zarządzaniu projektami i współpracy zespołowej w działach sprzedaży i innych. Jednocześnie Zendesk to specjalistyczna platforma obsługi klienta, koncentrująca się na obsłudze zgłoszeń i wsparciu.
Start Using Monday CRM Now
You learned how to use every major Monday CRM feature:
- ✅ Contact Management
- ✅ Sales Pipeline
- ✅ Automations
- ✅ 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.
Często zadawane pytania
How to use Monday CRM effectively?
Start by setting up separate boards for leads, contacts, and deals. Add automations to handle repetitive tasks like follow-up reminders. Build a dashboard to track your KPIs in real time. The key is to keep each board focused on one part of your sales process.
Can Monday work as a CRM?
Yes. Monday offers a dedicated CRM product built on its Work OS platform. It includes pre-built templates for lead tracking, deal management, and contact organization. You get sales-specific features like email sync, pipeline views, and sales forecasting on higher plans.
Is Monday a CRM?
Monday CRM is a standalone CRM product from monday.com. It’s separate from Monday Work Management. Monday CRM adds sales-specific features like email tracking, pipeline management, lead scoring, and sales forecasting on top of the visual Work OS foundation.
Is Monday CRM good?
Monday CRM is excellent for small to mid-sized teams that want visual pipelines and flexibility. It excels at bridging sales and project delivery. However, it can get expensive at scale, and the Basic plan lacks key features like email sync and automations.
Is Monday CRM really free?
Monday CRM offers a 14-day free trial of the Pro plan. There is no permanent free plan for Monday CRM — only Monday Work Management has a free tier. After the trial, paid plans start at $10 per user per month with a minimum of 3 seats.
Does Monday.com have tutorials?
Yes. Monday.com offers live webinars, on-demand video tutorials, and a knowledge base with step-by-step guides. They also have a community forum where users share tips. Plus, this guide covers every major CRM feature with detailed walkthroughs.
Is Monday a CRM or ERP?
Monday CRM is a CRM, not an ERP. It focuses on managing customer relationships, sales pipelines, and deal tracking. While it can handle some project and resource management tasks, it doesn’t include full ERP features like księgowość, supply chain, or HR management.
What does Monday CRM do?
Monday CRM helps you manage leads, track deals, automate sales tasks, and build visual dashboards. It connects sales to project delivery so a closed deal can automatically create an onboarding project. It also syncs with Gmail, Outlook, Slack, and 200+ other tools.
What is the easiest CRM to use?
Monday CRM and Pipedrive are both known for being easy to use. Monday CRM stands out for its visual, board-based interface that feels like a project management tool. Pipedrive is simpler if you only need sales pipeline tracking without project features.
How easy is Monday.com to use?
Monday.com is one of the easiest CRM platforms to learn. The drag-and-drop interface, color-coded statuses, and pre-built templates mean most users can start managing deals within 30 minutes. The learning curve comes when building advanced automations and custom dashboards.
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