Быстрый старт
В этом руководстве описаны все функции Monday CRM:
- Начиная — Create your account and enable the CRM workspace
- Как использовать систему управления контактами — Keep every contact, client, and company record in the same place
- Как использовать воронку продаж — Track every deal through each stage of your sales process
- Как использовать автоматизацию — Automate repetitive follow-ups so nothing falls through the cracks
- Как использовать систему управления рабочим процессом по понедельникам — 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
- Как использовать доску Канбан — See deals and tasks as cards you can move in seconds
- Как использовать диаграмму Ганта — Map project timelines and spot delays before clients notice
- Как использовать Центр интеграций — Connect the tools your business already runs on
- Как использовать интеллектуальную автоматизацию рабочих процессов — Let AI watch your projects and flag risk early
- How to Use Monday MCP — Let AI assistants read and update your boards directly
Необходимое время: 5 минут на каждый фильм
Также в этом руководстве: Полезные советы | Распространенные ошибки | Поиск неисправностей | Цены | Альтернативы
Почему стоит доверять этому руководству?
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.
Понедельник 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.
Учебное пособие по CRM на понедельник
This How to Use Monday CRM tutorial walks through every feature, from your first account to advanced автоматизация.
Понедельник 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.
Начало работы с Monday CRM
Перед использованием любой функции завершите эту одноразовую настройку.
Это займет около трех минут.
Шаг 1: Создайте свою учетную запись
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.
✓ Контрольная точка: Проверьте свой входящие для подтверждающего письма.
Шаг 2: Активируйте рабочую область 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 и Android.
Вот как это выглядит:
✓ Контрольная точка: You should see the CRM workspace in your sidebar.
Шаг 3: Завершение первоначальной настройки
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.
✅ Готово: Вы готовы использовать любую из функций ниже.
Как использовать систему управления контактами Monday CRM
Управление контактами stores every lead and contact record on one shared board.
Вот пошаговая инструкция по его использованию.
Шаг 1: Откройте доску контактов.
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Every customer conversation now lives beside the contact record.
💡 Полезный совет: Embed a web form on your site so contacts get created automatically.
Как использовать воронку продаж Monday CRM
Воронка продаж shows every open deal and its current stage on one board.
Вот пошаговая инструкция по его использованию.
Шаг 1: Откройте доску предложений
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: You can see your whole pipeline health in one screen.
💡 Полезный совет: Add a rotting indicator column to flag stale deals fast.
Как использовать автоматизацию CRM по понедельникам
Автоматизация streamline the repetitive tasks that eat your selling time.
Вот пошаговая инструкция по его использованию.
Step 1: Open the Automations Center
Нажмите Автоматизация in the top right corner of any board.
Browse the recipe library or start from a blank recipe.
Шаг 2: Выберите триггер
For example, choose when status changes to Won.
Triggers can also fire on date arrival or column change.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Routine follow-ups run themselves, which lifts team productivity fast.
💡 Полезный совет: Start with three recipes only, then add more once you trust the outcome.
How to Use Monday CRM Work Managemer
Управление работой в понедельник connects your CRM records to real project management work.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: The project board shows the client name pulled from the deal.
Шаг 3: Отслеживание прогресса
Watch the progress column update as each task closes.
Sales and delivery teams now work from the same place.
✅ Результат: Client data and project deliverables stay connected after the sale.
💡 Полезный совет: 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.
Вот пошаговая инструкция по его использованию.
Шаг 1: Создайте новую панель мониторинга.
Click the plus button in the sidebar and choose Панель управления.
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.
Вот как это выглядит:
✓ Контрольная точка: Your dashboard shows live totals from the deals board.
Шаг 3: Настройка макета
Drag widgets around until the key KPIs sit at the top.
Use the numbers widget to optimize weekly sales performance reviews.
✅ Результат: You get a full overview of sales performance without building reports.
💡 Полезный совет: 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.
Вот пошаговая инструкция по его использованию.
Шаг 1: Откройте представление рабочей нагрузки
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Work is spread evenly and nobody quietly drowns in tasks.
💡 Полезный совет: Review workload every Monday morning before assigning any new client project.
Как использовать доску Kanban в CRM Monday
Канбан-доска displays your board as movable cards instead of rows.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: Your items appear as cards grouped under status columns.
Step 3: Move the Cards
Drag any card between columns to update its status немедленно.
Cards marked Stuck stand out in orange right away.
✅ Результат: Daily standups get faster because the board reads at a glance.
💡 Полезный совет: Filter the Kanban view by owner so reps see only their deals.
Как использовать диаграмму Ганта в Monday CRM
Диаграмма Ганта lays your project timeline out on a scrollable calendar.
Вот пошаговая инструкция по его использованию.
Шаг 1: Добавьте столбец «Временная шкала»
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Delivery dates stay realistic because delays surface immediately.
💡 Полезный совет: Add milestone diamonds for client sign-off dates to keep deadlines visible.
Как использовать Центр интеграций Monday CRM
Центр интеграций links Monday CRM to the other platforms your team uses daily.
Вот пошаговая инструкция по его использованию.
Step 1: Open the Integrations Center
Нажмите Интегрировать 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.
Бухгалтерский учет tools can push invoices straight into a board.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Data flows between platforms without copy and paste.
💡 Полезный совет: Connect your calendar so booked demos create deal items automatically.
Как использовать интеллектуальную автоматизацию рабочих процессов в Monday CRM
Интеллектуальная автоматизация рабочих процессов uses AI to read project patterns and warn you рано.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: 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.
✅ Результат: Problems surface days earlier than manual reviews would catch them.
💡 Полезный совет: Pair risk flags with an automation that notifies the account owner instantly.
How to Use Monday CRM MCP
Понедельник MCP opens your boards to Искусственные интеллекты-помощники through a secure connection.
Вот пошаговая инструкция по его использованию.
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.
Вот как это выглядит:
✓ Контрольная точка: Твой помощник 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.
✅ Результат: Routine board updates happen through plain conversation.
💡 Полезный совет: Keep MCP tokens scoped to one workspace so sensitive deals stay private.
Советы и полезные приемы для профессионалов CRM в понедельник
After two years on this platform, these are the tips I hand new team members.
Клавиатурные сочетания
| Действие | Быстрый доступ |
|---|---|
| Quick search across boards | Ctrl + K |
| Show the full shortcut list | Shift + ? |
| Move between board cells | Клавиши со стрелками |
| Undo your last change | Ctrl + Z |
Скрытые функции, которые большинство людей упускают из виду.
- Пакетные действия: Select several items at once to move, duplicate, or archive them together.
- Шаблоны досок: Save any finished board as a template so new projects start structured.
- Шаблоны электронных писем: Save personalized emails once and reuse them across every deal.
- Stuck status alerts: Pair the Stuck label with an automation that pings the owner.
Понедельник: Распространенные ошибки в CRM, которых следует избегать.
Mistake #1: Treating boards like a spreadsheet
❌ Неправильно: Typing every update by hand and never touching automation.
✅ Справа: Automate status changes and reminders so the board updates itself.
Mistake #2: Creating a new board for everything
❌ Неправильно: Making a separate board for each client, then losing track of all of them.
✅ Справа: Use groups inside one board to organize clients and keep reporting simple.
Mistake #3: Skipping roles and permissions
❌ Неправильно: Giving every new member full admin access on day one.
✅ Справа: Set viewer or member roles first, then widen access as trust builds.
Устранение неполадок CRM в понедельник
Problem: Boards will not load
Причина: An old browser blocks the scripts you need to view this site properly.
Исправить: Update your browser, clear the cache, then reload the board.
Problem: A безопасность page blocks you
Причина: The performance security layer sometimes challenges shared office IP addresses.
Исправить: Copy the Ray ID from that page and send it to support.
Problem: An automation never fires
Причина: The trigger column was renamed, or your monthly action limit ran out.
Исправить: Reopen the recipe, reselect the column, and check your usage counter.
📌 Примечание: You need a supported browser to view boards correctly on any device.
📌 Примечание: If none of these fix your issue, contact Monday support.
Что такое Monday CRM?
Понедельник 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.
Посмотрите этот краткий обзор:
В его состав входят следующие ключевые особенности:
- Управление контактами: Store contacts, companies, and conversations on one board
- Воронка продаж: Move deals through stages with drag-and-drop columns
- Автоматизация: Trigger emails, tasks, and notifications without manual work
- Управление работой в понедельник: 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
- Канбан-доска: Visual card view for fast pipeline and task updates
- Диаграмма Ганта: Timeline view with dependencies and milestone tracking
- Центр интеграций: Link email, Slack, invoices, and 200+ other apps
- Интеллектуальная автоматизация рабочих процессов: AI risk monitoring that spots problems before they hit
- Monday MCP: Соединять Искусственные интеллекты-помощники to your boards through MCP
Полный обзор смотрите в нашем разделе Обзор CRM в понедельник.
Цены на CRM в понедельник
Вот сколько будет стоить система Monday CRM в 2026 году:
| План | Цена | Лучше всего подходит для |
|---|---|---|
| Базовый | 9 долларов США/пользователь/месяц | Small teams tracking contacts and simple deals |
| Стандарт | 12 долларов США/пользователь/месяц | Растущие отделы продаж, нуждающиеся в автоматизации |
| Про | 19 долларов США/пользователь/месяц | Companies running forecasting and full dashboards |
Бесплатная пробная версия: Да, на 14 дней, кредитная карта не требуется.
Гарантия возврата денег: Yes, 30 days on annual plans.
💰 Лучшее соотношение цены и качества: Standard — it unlocks automation, which is where the real time savings start.
В понедельник CRM против альтернатив
So how does Monday CRM compare against the other big CRM tools?
Посмотрите это сравнение:
| Инструмент | Лучше всего подходит для | Цена | Рейтинг |
|---|---|---|---|
| Понедельник CRM | Visual boards and project handoff | 9 долларов в месяц | ⭐ 4.2 |
| HubSpot | Inbound marketing and free tier | 20 долларов в месяц | ⭐ 4.5 |
| Пайпдрайв | Pure pipeline selling | 14 долларов в месяц | ⭐ 4.5 |
| ClickUp | Tasks and docs in one tool | 7 долларов в месяц | ⭐ 4.6 |
| Salesforce | Large enterprise reporting | 25 долларов в месяц | ⭐ 4.4 |
| Zoho CRM | Budget-conscious малый бизнес | 14 долларов в месяц | ⭐ 4.3 |
Краткий выбор:
- Лучший вариант в целом: HubSpot — deepest feature set if budget allows
- Оптимальный бюджет: ClickUp — cheapest seat price for mixed work
- Лучший вариант для начинающих: Monday CRM — boards feel familiar from day one
- Best for pipeline focus: Pipedrive — built purely around moving deals
🎯 Альтернативы CRM в понедельник
Ищете альтернативы Monday CRM? Вот лучшие варианты:
- 🚀 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 малый бизнес teams watching spend.
Полный список смотрите в нашем Альтернативы CRM в понедельник гид.
⚔️ Сравнение CRM-систем по понедельникам
Вот как Monday CRM выглядит в сравнении с каждым из конкурентов:
- В понедельник CRM против HubSpot: HubSpot wins on marketing depth, Monday wins on board structure and project handoff.
- В понедельник CRM против Pipedrive: Pipedrive is faster for pure selling, Monday handles work after the deal closes.
- В понедельник CRM против ClickUp: ClickUp costs less per seat, Monday feels cleaner for sales teams.
- В понедельник CRM против Salesforce: Salesforce reports deeper, Monday gets a team live in an afternoon.
- Сравнение CRM и Zoho CRM в понедельник: Zoho is cheaper, Monday is easier to navigate and customize without training.
Начните использовать Monday CRM прямо сейчас!
Вы научились использовать все основные функции Monday CRM:
- ✅ Управление контактами
- ✅ Воронка продаж
- ✅ Автоматизация
- ✅ Управление работой в понедельник
- ✅ Dashboard customization
- ✅ Resource management
- ✅ Канбан-доска
- ✅ Диаграмма Ганта
- ✅ Центр интеграций
- ✅ Интеллектуальная автоматизация рабочих процессов
- ✅ Monday MCP
Следующий шаг: Pick one feature and try it today.
Большинство людей начинают с управления контактами.
Это займет меньше пяти минут.
Часто задаваемые вопросы
Monday — это CRM или ERP-система?
Monday is a CRM built on a work platform. It manages contacts, deals, and projects, but it is not a full ERP system.
Как эффективно использовать Monday CRM?
Set up your deals board first, automate status updates, then build one dashboard. Review that dashboard weekly with your sales team.
Действительно ли Monday CRM бесплатна?
There is a free plan for two users and a 14-day trial. Paid plans start at $9 per user each month.
Что делает Monday CRM?
It tracks leads, contacts, and deals on customizable boards. It also automates follow-ups and links closed deals to project boards.
Есть ли на Monday.com обучающие материалы?
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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